Drop Ship Transactions

With DAPro, entering invoices that utilize the company's customer deliver service is simple and quick. Your inventory is not affected and all accounting records are automatically updated.

NOTE - If you purchased your system prior to Nov 2010, you may not be pre-set for drop shipping. You can check your system by opening a new invoice. In a new invoice, click on the 'New Item Default' dropdown. If you have Sale - (Drop Shipped) you're all set and no further setup is needed and you can skip to Entering Sales to be Drop Shipped, otherwise a quick setup is required before you'll be able to enter drop shipped sales.

Drop Shipping - Setup

1) First, you'll need to tell DAPro which account you use for your Pro Pay payments. Click on the Settings icon in the main toolbar and in Settings, click on the Accounting tab. In Accounting, Select your MK ledger and then click on the GL Accounts tab. In the GL Accounts screen, select your Pro Pay account for the 'Drop Ship Payment' account. (Your Pro Pay Account may be labeled as 'Credit Card Receivables' or 'Pro Pay Receivables' or something similar.) With your Pro Pay account selected, click on the 'Transactions' tab to return to the original accounting screen.

2) In the Transactions tab, double click on your 'Inventory Purchase' transaction type to open it in edit. In the edit screen for your Inventory Purchases, verify that you have your local tax zone selected as the 'Default Tax Zone' and select your local tax zone if it's not already there. Click Next from screen to screen until the transaction type is saved and the edit screen is closed.

3) Finally, double click on your 'Invoice' transaction type to open it in edit. In the edit screen for your invoice, verify that you have your local tax zone selected as the 'Default Tax Zone' and then click Next to move to the 'Transaction Detail Item Type' screen. Place check marks next to the Sales (Drop Shipped) option as well as any other drop ship options you intend to utilize (Gifts, etc). With your drop shipped options selected, click 'Next' to move from screen to screen until the transaction type is save and the edit screen is closed.

Entering Sales to be Drop Shipped

With your system all set to drop ship, entering invoices is easy. Open a new invoice and select 'Sale (Drop Shipped) in the 'New Item Default' dropdown. Then enter items as usual. Items entered will be added as Sales (Drop Ship) and you'll notice that your inventory will not be affected. You can also change any items for gifts etc by clicking on the item type icon located to the left of the entered item. With all items entered, selected the payment type and mark the invoice as paid. If you are charging the customer for shipping, enter the amount charged into the shipping field just like any other invoice. Process the invoice as usual. When you process, a drop shipped invoice, you will be promted to enter the amount that is charged from the company for shipping. Enter the amount to finish processing the transaction.

Accounting entries for Sales, Receivables, Cost Of Goods, Shipping Income, Shipping Expense, Taxes as well as any gifts are automatically added. You can also enter 'mixed' invoices where some items are drop shipped while others are removed from your inventory.