Virtual Shipping
Prerequisite
You must create a Virtual Shipping Station and assign a Tag number bank before you can virtual ship. See Virtual Shipping Setup.
Where is Virtual Shipping Located?
- Sales > "Any new or open" Sales Order
Why & When Virtual Shipping is Used
Ship product without physically having the item in stock. Use Virtual Shipping to mark a sales order when a supplier drop-ships or direct ships an item to your customer.
How to Virtual Ship
- Sales > Start a Task > New Sales Order
- Select the Sales Order Station that has the Virtual Ship Policy active and fill in all relevant Sales Order Information.
- See Virtual Shipping Setup for details on creating the station. See How to Make a Sales Order for sales order requirements.
- You must add the Supplier Account Code field to the sales order grid using the Column Chooser. This field identifies the supplier of the product. You cannot use Virtual Ship without this entered field.
- Enter any and all desired product lines.
- To ship order virtually, click the Ship All Virtual button.
- Click to choose a Ship Date. Comments are optional. Click OK.
- Shipped items are created.
- On the Sales Order Master Grid the order will be in Loading status until you click the Admin tab and click the Mark Load as Shipped button.
- Save, or Save and Close once your changes are complete.
Troubleshooting & Tips
- Product without a sales order product line supplier can be shipped using the pallet tags from your inventory.
- Mark the load as shipped after ALL lines have been shipped.