Dropship Configuration


Overview

Dropshipping is when a seller transfers a customer’s order and shipment details to a manufacturer rather than stocking their own goods. This takes away the need for picking, packing, shipping, and maintaining your inventory. This article explains how to configure your dropshipping.


Configure Dropship Warehouses

A warehouse can be set as a type Dropship. This will allow you to easily track vendor inventory. Multiple Warehouses can be set as Dropship to better organize your workflow.

  1. Go to Inventory > Warehouses > Manage Warehouses.
  2. Select the warehouse > Edit.
  3. Change the Type to DropShip > click the checkmark icon to Save.
sellercloud dropship warehouse setting

By default, when orders are updated with a Dropship: Requested status in Sellercloud, aggregate and physical inventory quantities will be adjusted, unless you have a Feed-based Vendor configuration set up.


Configure Company Dropship Settings

In Companies > Select Company > Toolbox > Shipping, you can enable the following dropship statuses:

  • To prevent orders with any dropship status of Pending or greater from exporting into Shipbridge, enable Drop Ship = None.
  • To prevent orders with a dropship status of Requested or greater from exporting into Shipbridge, enable DropShip < Requested. Note: When this setting is enabled, orders with Dropship: Pending and None statuses will be imported into Shipbridge.

To enable the settings:

  1. Enable the Client Setting Auto create PO when dropship requested (Settings > Client Settings > General Client Settings). This will create a purchase order for the vendor upon requesting a dropship. Note that it will not send the PO to the vendor.
  2. Go to Settings > Companies > Manage Companies > Open a company.
  3.  From the Toolbox, select Shipping.The image shows the Shipping option.
  4.  On the newly opened page, enable DropShip < Requested and/or Drop Ship = None. These options will prevent dropship orders from being imported into Shipbridge as described above.The image shows the two checkbox option: DropshipNone and DropshipRequested.

Next, you must create a template to communicate dropship requests to a vendor.

  1. Go to Settings > Companies > Manage Companies > Open a company.
  2. From the Toolbox, select Email SettingsEmail Templates > Add New Template.The image shows the Add New Template button.
  3. Complete the email fields and enter your message in the email body. For titles that will change based on customer product, order, etc., choose the appropriate placeholders. The placeholders will pull the corresponding info from the order you are requesting to dropship.
  4. When finished, click Save Template.
  5. To link the email template with the vendor, go to Toolbox > Vendors > Vendors.The image shows the Vendors option.
  6. To open a vendor, click on its name.The image shows how to open a vendor.
  7. In the Preferences panel, choose the template from the PO Email Template drop-down > Select a PO Export Format > Enter a dropship fee to be added to the purchase order > Save.

If applicable, you can send purchase orders automatically to vendors by setting up a scheduled task with the task type PO Export.

Overview

Dropshipping is when a seller transfers a customer’s order and shipment details to a manufacturer rather than stocking their own goods. This takes away the need for picking, packing, shipping, and maintaining your inventory. This article explains how to configure your dropshipping.

Here’s how to enable and configure dropshipping:

  1. Settings > Client SettingsAuto create PO when dropship requested. This will create a purchase order for the vendor upon requesting a dropship; this will not send the PO to the vendor.
  2. Settings > Company Settings > Toolbox > Shipping.
  3.  Enable DropShip < Requested and Drop Ship = None. These options will prevent all dropship orders from being imported into Shipbridge.

You must create a template to communicate dropship requests to a vendor.

  1. SettingsCompany Settings > ToolboxEmail SettingsEmail Templates > Add New Template.
  2. Complete the email headings and enter your message in the email body. For titles that will change based on customer product, order, etc., choose the appropriate placeholders. The placeholders will pull the corresponding info from the order you are requesting a dropship.
  3. Save Template.
  4. To link the email template with the vendor, Company Settings > Company > Toolbox > Vendors.
  5. Click a vendor to establish a dropship and select Dropship Preferences.
  6. Choose the template from the Dropship Email Template drop-down.
  7. Select a PO Export Format.
  8. You can enter a dropship fee to be added to the purchase order.
  9. Save Settings.

If applicable, you can send purchase orders automatically to vendors by setting up a scheduled task with the task type PO Export.


Configure Client Settings

The table below lists the Client Settings related to dropshipping. You can enable them from Settings > Client Settings > General Client Settings.

CLIENT SETTINGSDESCRIPTION
Allow To Enter Vendor Order ID When Dropshipping OrderEnables user to enter Vendor Order ID when dropshipping.
Enable Preship ConfirmTo update the Order Source as Shipped without a tracking number.
Set Pre-ship ConfirmEnable Preship Confirm must be enabled.
Mark Order for PreShip Confirmed When DropShippedCould be found in the Fulfillment tab.
Automatically updates the Order Source without the tracking number.
Allow Editing Dropship Status On Order Details StatusesCould be found in the Orders tab. Allows you to edit the dropship status from the Order Details page.
Enable Dropship FeeCould be found in the Orders tab. Allows you to set dropship fees.
Mark Order As Pending DropShip Only If Inventory Not AvailableCould be found in the Orders tab.
Dropship only when you do not have the item in stock.
Allow To Cancel Order With Dropship Status.Could be found in the Orders tab. Allows you to cancel orders with dropship status.
Default Company for Dropship PO: SelectCould be found in the Purchasing tab.
Update Cost On Order From Dropshipped POCould be found in the Purchasing tab. Allows you to update the order cost from the related PO.
Do Not Copy Instructions To PO When Dropship OrderCould be found in the Purchasing tab.
Default Company Dropdown To Current User CompanyCould be found in the UI tab.
Mark SrcUpdatedForShipping Instead Of SrcUpdatedForPreShippingTo prevent the Order Source from being updated again when the tracking number is entered into Sellercloud.
Allow To Ignore Inventory in Purchase OrderCould be found in the Purchasing tab.
Will not count inventory for Dropship POs.
Breakup kit components when creating dropship POPuts the kit components SKUs in the POs rather than the kit parent SKU.
Delete related PO when Order Dropship set to NoneDeletes the related PO if the order dropship status is set to None.
Mark dropship PO as received only when dropship acknowledgedMarks the dropship PO as received when the dropship is Acknowledged.
Only receive dropship PO when order is fully shippedMarks the dropship PO as received when the order is fully shipped.
Mark order as Do not count inventory when dropshipped via VendorRemoves inventory reserves for dropship orders from the workflow.

 

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