Sales Orders: sales activity and dropship purchasing

Overview

Sales Orders spans your business units. Order Summary shows product-level sales and refunds from connected channels or manual entries. Dropship Orders shows sales that can become supplier purchasing work.

Review sales activity

1. Open Sales Orders and choose the appropriate subtab.
2. Set the date range and filters for business unit, sales channel, order status, or fulfillment where available.
3. Open the order details to review products, quantities, shipping, and linked purchasing coverage.

Create purchasing work from a sale

1. Open the PO or work-order creation action for the sales order.
2. Review procurable rows and any non-procurable items.
3. Select the supplier and purchasing product for each row.
4. Check sales quantity versus procurement quantity, existing linked order items, notes, and delivery information.
5. Review the supplier totals and confirm the purchasing work.

Check PO/WO Coverage before creating another order. An existing linked PO may already cover the sale.

Dropship routing

Create a different Dropship business unit for each supplier. Maintain its product and sales-channel mappings so the correct supplier receives each purchasing order. Dropship stock is not received into a local physical-inventory unit.

Manual sales activity

Use Add Manual Sales Activity for eligible sales that do not arrive through a connection. Select the correct sale location and enter the activity. Do not also enter the same sale manually if a connected channel has already imported it.

If an order cannot become a PO

Check supplier assignment, purchasing-item mapping, unit type, quantity conversions, existing coverage, and your Procurement permissions. Review non-procurable rows rather than forcing them into an unrelated purchasing item.