There has been a new configuration added that will allow an order to be provided by a third party company. This would be picked, packed and delivered by your site with a delivery docket branded for the third party company that submitted you the order. This would produce an invoice with your branding on it sent to the company that submitted you the order for them to make payment on.
This will enable the third party company to be billed directly from your site for the goods dispatched, and allow the third party company to arrange payment from the customer separately from your site.
This feature can be used from the Invoicing system.
When using the Direct Shipment system, the company that will be forwarding the order to your site to be filled, will need to be setup as a customer in Customer Maintenance. This customer will need to be setup as the “Charge To” customer for all customers who will be receiving Direct Shipments.
Each “Charge To” customer that will be using Direct Shipments will need to be setup in Direct Shipment Configuration. To add a customer, select the New button and the “Enter a Customer” box will appear which will allow you to either enter a company’s ID number or search for company. Once selected, click the OK button. This will add the customer to the Direct Shipment Configuration where you can select OK to save the changes. The available fields in the Direct Shipment Configuration screen are:
- Document Type – will select the document type to use for this customer. Currently only configured for “Wholesale Invoice – Tax Invoice”.
- Customer – Select the customer from the drop down list you wish to edit.
- New – Press this button to add a new customer (who is receiving the goods).
- Delete – Press this button to delete the selected customer.
- OK – Save changes.
- Quit – Quit without saving changes.
