Close out Drop Ship PO and Invoice Customer

When closing out a Dropship PO from the accounting side, the process begins by receiving the Dropship PO, which automatically creates and closes the related customer shipment. During receiving, you can optionally enter tracking information and freight costs before completing the receipt. Once the receipt is completed, the sales order shipment is closed and a draft customer invoice is generated. The final step is entering and publishing the vendor bill against the Dropship PO to fully complete the process.

• Open Receipts and create a New Receiving for the Dropship PO by selecting “Receive All” to process the incoming items.
• Submit The Receiving to trigger the option to add Tracking Information from the Vendor onto the linked Sales Order Shipment.
• Enter Tracking Details if available, including Tracking Numbers and Notes, or skip this step by clicking OK.
• Review Freight Prompts and optionally add Freight Charges and Freight Costs to the Invoice before continuing.
• Verify The PO Status after saving the receipt to confirm the Purchase Order is Closed while the Receipt remains Open until billing is completed.
• Open The Linked Sales Order(optional) to confirm the Shipment was Automatically Created and Closed as part of the Dropship Receiving process.
• Review Tracking Information(optional) on the Sales Order Shipment to confirm any manually entered Tracking Numbers were applied correctly.
• Confirm Draft Invoice Creation to ensure the Customer Invoice is ready to be sent from the Sales Order.
• Enter The Vendor Bill from the Bills Tab on the Purchase Order by selecting the appropriate line items and creating the bill.
• Publish The Bill after entering any additional Vendor Billing Information to fully complete the Dropship PO process.