Delivery directly from Suppliers to Customers (Drop-Ship)

Dropshipping is getting popular nowadays. Based on the sales order made by agents, the vendors will ship products directly to customers without moving to agents’ stocks.

Requirements

This tutorial requires the installation of the following applications/modules:

Dropshipping feature in the Viindoo Inventory app will help you to keep track of the delivery to customers.

Dropshipping configuration

To activate dropshipping, go to Inventory ‣ Configuration ‣ Settings, at Warehouse check the boxes of Storage Locations and Multi-Step Routes.

Activate multi warehouses in Viindoo

Then, you check the box Dropshipping in the Logistics section and save all the settings by clicking on the Save button.

Activate dropshipping in Viindoo

In addition, you need to set the product price by following the path Inventory ‣ Products ‣ Products. Click on the related product, and configure the vendors and their prices on the Purchase tab. When a purchase order is auto-generated, the system will suggest information about the vendor and price on the Purchase tab to fill in the order. However, you can edit them before confirming the order.

Create price in Viindoo

Now the dropshipping configuration is finished. You can manage all Dropship transfers at the Inventory app by navigating to Inventory ‣ Inventory Overview ‣ Dropship.

Dropship in Viindoo

How to use Dropship in Viindoo

Choosing defined route on Sales Order

When creating a sales order, on Order lines, click on the three-dot icon, and check the Route box. Select a product and apply Dropship on its Route.

Select route

After the sales order (SO) is confirmed, a request for quotation (RFQ) will be created and linked to that sales order. To access the RFQ, click on the Purchase icon on the SO or go to the Purchase app, and search by source document with the SO number as the value.

Access the request for quotation form sales order Access the request for quotation in Purchase 1 Access the request for quotation in Purchase 2

When the RFQ is confirmed, Viindoo will generate a dropshipping receipt. Click on the Dropship icon to access the delivery slip from the vendor directly to the customer.

Receipt selection Dropshipping delivery slip

You can also check the delivery in the Sales app by clicking on the Dropship icon on the sales order.

Check delivery from sales order

Choosing defined route on Product

If you always apply drop-shipping to a specific product, you should configure the drop-shipping route on that product form or its category. This will save you time creating sales orders.

To set up, go to Inventory ‣ Products ‣ Products, and select the product that needs to be drop-shipped. On the Inventory tab, at Routes check the box of Dropship then Save.

Dropship configuration on product form

Note

The Buy route serves as the point of origin. It needs to be activated whenever you need to restock. This route is not only for dropshipping but it also is used for the supply of regular goods and products

Next, create and confirm a sales order with that product and the system will apply drop-ship routes for it automatically. An RFQ will be generated.

Apply dropship for the product

Now you will do the next steps to check the created request for quotation.

That’s all about dropshipping configuration and basic guide in Viindoo.

See also

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