The S/O Invoice will post to the revenue. With a D/S PO, you skip the Receipt of Goods and just do a Receipt of Invoice. Step 6. Verify that the product is no longer in the Warehouse. Likewise, the PO should be a Drop Ship type which will not increase the QOH. The vendor ships the item directly to your customer. When a customer places an order for a drop ship item, you order the item from your supplier (vendor). Step 5. Verify that Inventory Transaction is created. Drop ship items are items that you do not stock in inventory. This needs to be done to send the product back to the vendor. Step 4. Navigate to Purchases > Transactions > Purchase Receipts and create a Purchase Return, then release it.
Step 3. Verify that Inventory Transaction is created. Verify that the item is now in the Warehouse. This needs to be done to credit the invoice and to bring the Stock Item into the Warehouse. Step 1. Navigate to Sales Orders > Transactions > Sales Orders and create Credit Memo, prepare and release it. Here is the step-by-step guide for that process.
Sometimes we need to reverse a received and invoiced Drop Ship Purchase Order for Stock Items. Acumatica’s online sourcing automates the entire procurement process from vendor quotes to paying invoices. If so use a non inventory item check marked as being used in an assembly or for resale, set up the expense and income accounts on it. sounds like you are drop shipping, getting an order and then ordering it yourself to be shipped out. If you do not see your Finale Inventory stock levels in Shipstation on the order details screen, check the following settings in Shipstation for the Shipping From Location, Inventory Source setting.A purchase order system from Acumatica helps you reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. No, a sales receipt is a final sale and you can not create a PO from it. If there is more product reserved than is on hand, then orders with the earliest order date are considered eligible for shipment.Īfter you make these changes, in ShipStation when you click on an order you should see the stock levels in Finale. For these eligible orders, Finale will change the order status of the order from "On Hold" to "Awaiting Shipment."
Only Analysis Group IDs associated to the selected G/L Account in Dynamics GP will be available for selection. For each ShipStation warehouse you can display the total for all locations in Finale or just the quantity for a specific location.įinale determines whether orders are eligible to be shipped by comparing the total quantity on hand to the total quantity reserved for each product. In order to select an Analysis Group, a G/L Account Number must first be selected. On this screen, you'll need to select the stock levels to display for each ShipStation warehouse on the edit task configuration screen. Click on the "Edit task configuration" link in the action menu for that line. Under the ShipStation connection, you'll see a new line "Provide stock information to ShipStation" which is disabled. To enable this feature, please follow the two steps:ġ) Click on the "Test Connection" button under "Edit Connection: ShipStation."Īfter clicking on the "Test Connection Screen", you should now see a line called "Provide stock information to ShipStation" from the Main connection screen.Ģ) Click on the Connections in the top navigation bar to reach the connection screen. This will let you check on your stock counts while you're shipping orders without having to switch between ShipStation and Finale to check availability. No more jumping from dashboard to dashboard, site to site, to make sure you have enough stock to ship. Streamline cross-company buy-sell transactions by automatically. That means that when you pull up an order, you’ll be able to see its products’ inventory levels in the sidebar and order detail page. A purchase order system from Acumatica helps you reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. Gain some peace-of-mind as you ship and see your product’s inventory levels in ShipStation as you leverage Finale to manager your inventory.īy selecting Finale Inventory as an Inventory Source, Finale will send ShipStation stock levels for all of your products.
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