Automated Drop Shipping
In tracezilla, you can automate drop shipping flows so that purchase or production orders are created automatically based on sales orders and set up for shipping directly to the customer.
You can also handle the drop shipping flow manually. To learn more, go to Drop Shipping (manually)
Here follows a description of setting up the automated drop shipping flow in tracezilla:
About the Automated Drop Shipping flow
The automated drop shipping flow allows you to have purchase orders or production orders created automatically based on the sales orders created.
For orders coming in via EDI or a B2B sales portal, you can trig the automated flow by hitting a button.
You can set up the flow so that you only have to deal with sales orders. In this case, the sales order confirmation can be sent as ordering document to the supplier or producer. Purchase and production orders can be set up to be created and closed automatically.
You can set a delivery profile for suppliers and producers to indicate which days they deliver. In this case, the ordered products from the sales orders will be collected on the same purchase or production order until the first possible pickup date.
You can choose to have different products from the same producer to be created on individual production orders.
Setting up the SKU’s
To allow the SKU on sales orders to be included in the dropshipping flow, you should do the following set-up:
- In the top menu, go to Warehouse > Stock Keeping Units. Search for and click on the SKU to be configured.
- If you have the module Production, the category of the SKU determines whether a purchase or a production order is created. For Finished Good and Intermediate Good, a production will be created. For other SKU categories, a purchase will be created.
- Go to the tab Partner Relations. Click Type to find partner and select the supplier or producer of the product. Tick the box ‘S’ for Supplier or ‘P’ for Producer.
- Go to the tab Misc.. In the drop-down Default selection of lots, select Create automatically.
- Click Save.
Setting up suppliers and producers
To allow a supplier or producer to be included in the dropshipping flow, you should do the following set-up:
- In the top menu, go to Partners. Search for and click on the producer or supplier to be configured.
- Click Edit to edit the Basic Information.
- Go to the tab Advanced. In the drop-down Allow the automatic creation of new inbound orders, select Yes.
- Still in the tab Advanced: If you want different products from the same producer to be created on individual production orders, select Yes in the drop-down Prefer split productions by produced SKU. This is also relevant for production in several stages to avoid the products of the individual production stages to be put on the same production order.
- If your producer or supplier delivers and picks up on specific week days, you can set up a Delivery Profile. Ordered products from sales orders will be collected on the same purchase or production order until the next coming pickup date. After this, the products will be created on an order with the next possible pickup date. Orders placed for delivery ahead of time, will be placed on inbound orders up to the delivery date.
- To do this, go to the tab Relations. In the drop-down Enable delivery profile, select: Yes
- Select the week days for delivery and indicate the number of days from pickup to delivery in the dropdown of each day.
- Click Save.
The order flow
If your sales orders are coming in from EDI or a B2B sales portal:
- Go to the sales order
- Tick the order lines and click the button Create as > Automatic suggestion.
If you create sales orders manually, the purchase or production order(s) will be created instantly.
An orderlink between the orders will be created. Refresh the browser to see the order link in the top left corner of the order.
You can set up a job to automate closing of automatically created inbound orders. Contact our support team for assistance.