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Create direct delivery without creating Item

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Hi everyone,

We have a requirement from the client that they want to create Sales order (direct delivery) without creating item in F&O.

Background:

My client works as an agent between customer and suppliers. For example, they receive order from customer and create PO to supplier and ask supplier to directly deliver to customer address. Supplier has more than 70,000 items and it keeps on increasing and I don’t think it is relevant to create vendor items in F&O since it will be huge data. Additionally, they want to manage AR and AP in F&O.

The reason they’re doing this is that customer can purchase in less price when purchasing from my client, instead of purchasing directly from vendor.

I also thought about creating vendor catalog or procurement catalog but it doesn’t work with sales order (maybe).

Any workaround for this or anyone has such requirement from client?

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Giorgio Bonacorsi 487 on at

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Create direct delivery without creating Item

Hello,

You can try to create generic items. Maybe you can play with the line description.

For financial-wise, the question is: what should you show on the customer invoice and the revenue account to move?

The direct delivery and sales order link to the purchase order has a different impact on the supply chain:

- Direct delivery: the delivery address contained in the sales order. Then, you post the product receipt; automatically, the packing slip is posted. It's ideal for the dropshipping;

- Po link to sales order: It's different. You say the vendor sends you the items, and then you re-send them to the final customer. There is no automatism.

Thank you,

Giorgio
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Magno Pereira 2,429 Super User 2024 Season 2 on at

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Create direct delivery without creating Item

Hi there,

Do you want to organize generic products in some way instead of having the 70,000 items? If a product (generic product) does not need to be tracked in inventory but still needs to be expensed, you can set it up as non-stocked. When dealing with non-stocked products, inventory management is not necessary, as only accounts receivable (AR) and accounts payable (AP) are involved. You can also create sales categories and assign the released products. Having a well-structured sales category tree help the users to select non-stock items in sales order lines. -> Sales order lines > Add products. In the list, find and select the desired record. You can use the category hierarchy on the left or the filter at the top of the list to filter the products.

Could you help me understand how you figure out which product your customer is interested in from the 70000 items available from the vendor? How do you plan on giving this reference to the vendor? Are you thinking of entering the external reference in the sales order line?

Create direct delivery without creating Item

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Create direct delivery without creating Item

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