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Direct orders are defined as orders filled by outside suppliers and shipped directly to your customer without affecting your inventory. You can also refer to direct orders as drop shipments or brokerage sales because you are acting as a broker between your supplier and your customer.
Direct orders are also often called special orders. However, do not confuse the two terms as they each refer to very different program functions. Special orders are defined as orders filled by outside suppliers but which pass through your inventory or possession before shipment to, or pickup by, your customer. In general, direct orders involve larger quantities than special orders. Direct orders do not pass through your inventory.
All functions that are available for customer orders are also available for direct orders. These include cancel and change open orders, open order search and open order reports. The process for entering orders for stock to stock transfer is the same as for entering customer orders except for some small differences.
Information About Direct Orders
Your system administrator can enable or disable each user from entering direct ship orders via the first screen of settings on the User ID Control Panel (SET 2).
Warehouse on the Order Header defaults to DIR.
Supplier field cannot be blank or 001 (stock).
To search for direct orders, enter a DIR in the Warehouse filter.
You can run open order reports and many sales analysis reports for direct orders. By selecting warehouse DIR or transaction type D on any report parameter screen you will limit the report to include direct orders only.
Direct orders do not affect inventory costs. Instead, they carry their own individual costs. When entering direct orders, the system uses the most applicable cost in the Cost File. If the Cost File is not used, the system uses the Item File standard base cost.
Separate cost and price files can be set-up for direct orders.
For item sales reports, direct orders are included in total sales but not included when only stock warehouse numbers are specified. To list only direct orders sales specify transaction type D or warehouse DIR.
Updating Status of Direct Orders
Use the Available Option Order Status to updated direct orders. just like you would for regular customer orders.