How to Drop Ship without a Sales Order

1. Click Purchasing.

2. Click Create.

3. Select a Vendor.

1. Use the search bar to find a particular Vendor.

4. Once you select a Vendor you will be taken to the Purchase Order edit page.

1. Change the Shipping Address (which is the To Address) to the customer that the product should be shipped to.

2. Check the Billing Address to make sure the bill for the Purchase Order goes to the correct place.

5. Scroll down and Click the Internal tab as shown in the image below.

1. Choose Yes in the Drop Ship section. 

1. Note: This allows you to filter during a search for all Purchase Orders that are drop ship orders.

6. Click the Arrow next to the green Update button.

1. Click Update & Send

2. An Update and Send Pop-up window will appear

1. Add any notes for the Vendor.

2. Note:  The Attach Packing Slip checkbox will include the following document:

7. Click Update & Send.

8. See the Vendor Purchase Order Email document for further instructions on how to manage a Drop Shipment.

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