Direct Ship Purchase Orders


Product purchased for a customer and delivered directly to the customer’s site may be entered as a Direct Ship Purchase Order. The vendor invoices the company and the company invoices the customer, but the product is never physically delivered to the company’s site. When a Purchase Receipt is entered against the Direct Ship Purchase Order, a priced Delivery Ticket is automatically created for the customer.

A direct ship Purchase Order includes the selection of a federal and state/county permits to be used in the permit checking when the transaction is saved. This information is then passed onto the Delivery Ticket. These permits are from the customer selected for the direct shipment.

Direct Ship Purchase Orders have a few requirements:

  1. If the Direct Ship option is selected, a customer must be chosen.
  2. Voiding the Purchase Receipt is only allowed if the Delivery Ticket that it created has not been invoiced.
  3. Voiding the drop ship Delivery Ticket is not allowed. (Voiding the Purchase Receipt voids the Delivery Ticket.)
  4. A preference is available to not allow a drop ship Purchase Receipt to be saved if there is an open drop ship Delivery Ticket for this product. This requires that the open drop ship Delivery Ticket be billed to the customer before receiving against another drop ship Purchase Order.
  5. A Direct Ship PO is not able to be selected on the Direct tab of the Purchase Invoice.

Direct Ship Purchase Order Process

For shipments direct from the vendor to the customer, Direct Ship Purchase Order automatically create a priced Delivery Ticket when imported into a Purchase Receipt.

  1. Navigate to Accounting / Inventory / Purchase Orders
  2. On the Select a Purchase Order window, choose Add.
    Note: Create a new Purchase Order using information from an existing Purchase Order by highlighting the existing order and choosing Start With on the Select a Purchase Order window. 
  3. Select the vendor and choose Select.
  4. On the Add a Purchase Order window, double-click in the Customer area to choose the customer.
  5. Select the Direct Ship option. 
  6. On the Add a Purchase Order window, select the products by double-clicking the Product Name column. Select the products, enter the Quantity, and choose Done
  7. Choose the Price By type, and enter the price by $/Unit or $Total. Optionally enter the Selling Price for the customer. Select Apply.
    Note: By selecting Direct Ship, adding the customer, and choosing the Selling Price, a priced loaded Delivery Ticket will be created when the Purchase Order is imported into a Purchase Receipt. 
  8. Enter the Freight amount if applicable. From the drop-down, select Actual $/Unit, Actual Total$, Actual per Load, Estimated $/Unit, Estimated Total$, or Estimated per Load. If an estimated option is selected, double-click in the Freight Vendor area and choose the vendor. Select Apply Freight to distribute the cost among the products in the grid. 
  9. Optionally, double-click in the Add-On area to add any purchase add-on charges or select Terms to add any discount terms. Enter any Comments, Delivery Ticket Notes, and a Start Date and Expiration Date
  10. On the Ship To tab, enter a Ship To Address or select an existing Ship To Address by double-clicking in the ID area. 
  11. Select Save.