About Ship Direct
This feature gives you the ability to handle orders containing in-stock items, backordered items, and also backordered items to be drop shipped. It lets you more easily manage purchase orders for regular backorders and for drop ship orders through the automated and short buy process.
Ship Direct provides two, different features:
It lets you choose the preferred vendor for backordered items. This sets the preferred vendor to the primary vendor when creating the short buy P/O. Preferred Vendor can be used with automated and manual short buy.
It lets you directly ship items to the customer. Ship Direct works only with the manual short buy process.
To get started:
Set two parameters in the Keyop Parameters Order Entry General Configuration window: Allow Preferred Vendor and Allow Ship Direct.
An additional parameter lets you toggle the Preferred Vendor feature for individual system users. Go to the Salesperson window and click the Price Check tab. Then click the Allow Preferred Vendor box.
Using the Preferred Vendor Feature in Order Entry
After you begin placing an order and add the backordered item, open the Item Settings (F8) dialog box. You can then click the down arrow in the Preferred Vendor box to select the vendor. The Preferred Vendor box is also available in Change and Verify modes. This box defaults to the vendors set up for the item. Click More to display additional vendors. To use the item's regular purchasing vendor, set the Preferred Vendor box to None. The Preferred Vendor box is also shown in the O/E History Line Item Detail tab. This box is stored in the P-LINE2 file.
Using the Ship Direct Feature in Order Entry
To set the item as a ship direct item, open the Item Settings (F8) dialog box and click the Ship Direct check box. This box is also available when changing orders. When printing pick tickets, the P-LINE selector includes the LINE D/S field. This field is set to D for Ship Direct items. The Ship Direct box is shown in the O/E History Line Item Detail tab.
When you’re ready to create the manual short buy P/O, you can limit the P/O to include only Ship Direct Items. If you also specified a preferred vendor, it becomes the default vendor for the item. You can receive Ship Direct line items in O/E, Purchasing, and Communications. Another feature lets you receive the P/O and bill the customer using the A/P Post PO tab. In the Accounts Payable Posing window, click the Post P/O tab. Select the View menu and choose Ship Direct Posting.