Drop Shipping Sales Orders in Dynamics 365 Business Central

Learn How to Drop Ship a Sales Order with Microsoft Dynamics 365 Business Central

Distributors need the ability to quickly and easily drop ship items to their customers. The more streamlined this process is, the better. But there’s a lot to account for: you have to create both a sales order and purchase order, and then ensure that both of these are posted correctly.

With Dynamics 365 Business Central, this process has never been easier. With just a few clicks, you’ll be able to create a sales order in Business Central, generate the corresponding purchase order, drop ship the item(s) to your customer, and post the sales order and purchase invoice.

Creating the Sales Order

The Business Central dashboard presents you with a list of your most essential tasks, making it easy to find what you need right away. When you go to create a new sales order, you’ll have the option of marking each line item as a drop shipment. Doing so will ensure that the item is marked for drop shipment within Business Central.

Creating the Purchase Order 

Once you’ve created a new sales order, it’s easy to generate the corresponding purchase order. On the purchase order screen, you can quickly populate the ‘Ship-to’ field with the appropriate customer information. From there, it’s just a couple of clicks to create the purchase order and drop ship the item(s) in question.

Posting the Sales Order and Purchase Invoice

Once the sales order and purchase invoice have been created, you can easily access them from your Business Central dashboard. Posting them is easy, and you can invoice the customer at the same time -- no extra steps required.

Find Out More About Drop Shipping with Microsoft Dynamics 365 Business Central 

Want to learn more about the drop shipping process in Dynamics 365 Business Central? Take a look at our detailed, step-by-step guide:

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Get Started with Dynamics 365 Business Central Today

Ready to make the switch to Business Central? JourneyTEAM was selected as the Microsoft US Partner of the Year for Dynamics 365 Business Central in 2019. Our knowledgeable team can help you transition to Business Central easily and efficiently. Contact us today to get started.

Article by: Dave Bollard - Head of Marketing | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com