Hello, everyone. This is John Grande coming to you from DimeSoft Business Solutions. If you've been watching these videos, you know that I'm the guy who is absolutely thrilled to be talking about Acumatica ERP. Today, I am going to show you how to create a dropship order. For those of you who aren't familiar with what a dropship means, that means a customer is ordering from us a product that we normally do not keep in stock or in inventory, so we're going to order it from our vendor to have them ship it directly to our customer on our behalf. That is what a dropship is.
Let's go ahead and jump into the cloud and take a look. Here we are back in Acumatica. Let's go ahead and go into the distribution suite, jump into the sales order module, and create a sales order. Let's go ahead and choose our customer, USA Bartending School, and let's create a line item, design our lamp, and we'll choose a quantity of 10. Once again, this is a non-stock item, meaning this is not an item that we keep in our own warehouse and we need our vendor to ship it directly to our customer for us. I'm going to mark this for purchase order, and making sure that my purchase source is dropship, and if it isn't here, I can choose it from the dropdown. From here, I'm going to the actions dropdown, and I'm going to choose create a purchase order. You'll notice in this create purchase order process the sales order that we had just created as a setup for dropship. I'm going to select it and process it. This is creating a purchase order for us.
Here is our purchase order. Everything is already pre-populated. It shows my vendor because for that non-stock item that we have chosen, we do have a default vendor set up. Everything looks good. I'm going to take this off of hold, and I'm going to email this purchase order to my vendor. You saw how simple that was. Under activities, you see there's a (1), which means there's something in there, and low and behold, it's the email that we sent off to our vendor. Let's open that up. Here's the email that was sent. If I go to files, I will see the PDF file of the purchase order itself. Let's open that up and take a look. Here's the purchase order. Let's save this because we might need it later on, and we'll exit this.
We just saw how to create a sales order, mark it for purchase order, and send that purchase order directly to the vendor. Thank you very much for joining us in today's demonstration. If you stay tuned to our next video, we'll show you how to create and send out a prepayment to the vendor for that dropship order. If you should have any questions about what you've seen or about Acumatica, in general, please feel free to reach out to me directly at (951)928-1990 extension 212 or if you prefer email, I can be reached at JGrande@DimeSoftInc.com. Thank you very much every one, and I'll be looking forward to our continuation in next week's video.