Do you repeatedly order the same items from a vendor, then drop ship to the same customer? If so, you can streamline your process and significantly reduce repetitive efforts using Microsoft Dynamics GP.
Client X has customers who purchase the same item number on a regular basis. Client X orders it from Vendor Y, they have the item drop shipped. Under their current process, they create a new sales order using the processing in the Sales Transaction Entry screen. Then, their purchasing department must contact Vendor Y and send a new PO every time. This involves many repetitions of essentially the same actions, which adds up to a lot of extra work.
The good news is that, with the right process, you can save all those extra steps. Just use a Drop Ship Blanket Purchase order into Dynamics GP to send all the customer-related information to your vendor. Then, just follow the process below to add release lines to the PO each time the customer orders. From there, all that is left is to email the vendor and let them know what quantity to ship on what date.
When you are creating a Drop Ship Blanket Purchase Order, you'll need to specify both the vendor and the client for each drop ship. However, you can attach multiple sales orders to each PO as long as they're all from the same customer.
The process is simple:
Setting up Blanket Purchase Orders takes a small time investment up front, but saves you a great deal of time later on. Looking for more time-saving options? Get in touch by emailing us at email@example.com.