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Easily ship items from vendor to customer

The ACCTivate! Purchasing Wizard is an add-on module that allows you to easily ship items directly from your vendor to your customer.

The Purchasing Wizard automates the creation of purchase orders for products that go directly to your customers.

The Purchasing Wizard makes short work out of performing drop-shipments.



How does it work?

Any item on a sales order may be selected to be drop-shipped. When the order is completed, the Purchasing Wizard is used to automatically produce a purchase order to the selected vendor(s).

The wizard is managed in only one window, so you always know when another purchase order is ready to be created.

Companies doing repeat drop-shipments can save a considerable amount of time with the Purchasing Wizard. In fact, some companies have reported a weekly time savings in terms of hours saved versus a manual purchase order creation process.

What are the steps needed to complete?

• Enter products in the sales order as Drop-Ship.
• Any product may be shipped from any vendor directly to the customer.
• Products may also be marked as "Drop-Ship Only".
• All requests to drop ship are instantly displayed in the purchasing wizard for review prior to the purchase order creation.
• A preferred vendor is automatically selected for each drop shipment.
• The preferred vendor may be changed during review.
• The reviewer may select all drop-shipment requests or process each request individually.
• Upon completion of the review a purchase order will be automatically created for each sales order / vendor combination that has been selected.

If your company performs drop-shipments from your vendor to your customer, then this module can save you a lot of time and effort.

Contact your ACCTivate! representative for more information.

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