Process Drop Ships

GoldFinch enables the creation of Drop Ship Purchase Orders to fulfill demand from Sales Orders. Drop shipping is an order fulfillment strategy where a business does not keep the inventory it sells in stock; instead, products are shipped directly from the vendor to the customer.

Steps to Create a Drop Ship Purchase Order

• Create or Edit a Sales Order

  • Open the App Launcher and search for Sales Order.

  • Click Edit to update a Sales Order.

• Set the Purchasing Type for Drop Ship Items

  • For each item, set the Purchasing Type field to Drop Ship on the Sales Line.

  • Click Save when all changes are complete.

Creating Requisitions

• Insert Requisitions

  • On the Sales Order, click Insert Requisition.

• Review and Update Requisition Details

  • Vendor: Defaults to the item's default vendor.

  • Order Date: Set to today's date.

  • Due Date: Taken from the Requested Shipment Date on the Sales Order.

• Click Create Orders

  • This will generate a Drop Ship Purchase Order. To view the related Drop Ship Purchase Order, click on the Purchase Order No. link.

Create a Warehouse Receipt

• Warehouse Receipt Processing

  • Once the vendor confirms that the goods have been shipped to the customer, create and post a Warehouse Receipt from the Purchase Order.

  • This process automatically creates and posts the Warehouse Shipment for the Sales Order, as it is a Drop Shipment.

Note
No Inbound or Outbound Ledger Entries

• • Since it is a Drop Shipment, there are no inbound or outbound item ledger entries created.

  • There is no need for a Put-away or Pick process.

Create and Post a Sales Invoice

• Generate a Sales Invoice

  • Create and post a Sales Invoice from the Warehouse Shipment or the Sales Order.

  • After reviewing the invoice, click Post to finalize the Sales Invoice.

Create and Post a Purchase Invoice

• Generate a Purchase Invoice

  • Create and post a Purchase Invoice from the Warehouse Receipt or the Purchase Order.

  • After reviewing the invoice, click Post to finalize the Purchase Invoice.

Article Process-Drop-Ships  ·  Last updated May 19, 2026 · GoldFinch ERP Help Center