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How do I setup my drop ship suppliers in Neto?

 This article requires the Drop Shipping addon from the Neto addon store.

Drop shipping is the retailing practice of sending products from a manufacturer or wholesaler directly to the customer. Drop shipping can reduce your stock holding significantly and is supported by Neto in various ways.

Highlights of Neto’s drop ship features:

  • Automate sending of orders to suppliers in PDF and other file formats
  • Supports multiple suppliers per order (orders can be split amongst multiple suppliers)
  • Supports stock control per supplier
  • Supports custom order file formats per supplier
  • Supports suppliers logging into your control panel to process orders on your behalf (setup a staff user with special permissions and assign to the related warehouse/drop shipper)

Step 1. Add a New Warehouse / Drop shipper

In Neto, a drop shipper is a type of warehouse.

  1. From the Neto dashboard, select Products > Warehouse/Locations

  2. On the View All Locations page, click Add New

  3. Tick the Drop Ship Warehouse option on the right of screen under the warehouse settings. This will then display drop ship related options and effectively change the entity from being a regular warehouse to a drop ship warehouse.

  4. Enter a Location Ref ID, Name and Email Address for the supplier (minimum recommended fields).

Step 2. Define Notification Rules

Scroll down to the Drop Ship Notifications section of the page and tick Orders. This will display a list of order notification options, these are explained below:

Settings Description
Email Schedule The schedule at which orders are batched and sent to the supplier. Upon this schedule the system will automatically batch any orders not yet sent to the supplier using the filters/rules defined in the Export Template (Order File & Filter) section below. You can create your own schedules.
Email Template The template used for the email body that is sent to the supplier. Generally you will use the same template for all suppliers however if you require specific content per supplier this can be achieved by setting up multiple templates and assigning them appropriately.
Export Template (Order File & Filter) This serves two purposes. Firstly it determines the format and structure of the order file that is attached to the order notification emails. Secondly it determines the rules by which orders are filtered prior to being sent. For example on the export template you can set at which status orders are sent to the supplier. Eg: When “fully paid” and in the “pick” status send order. If you do not have an order export template file setup in your system you will need one to create one.
PDF File Template The template used for the PDF orders that are attached to the order notification emails. By default this document looks much like a purchase order (PO), containing the shipping address to send the order to and the related products on the order. The customers order number is used as a reference/PO number.

Step 4. Zones

By assigning shipping zones to a warehouse/location Neto can automatically assign order lines and movement jobs based on the shipping address of an order or asset movement. This is ideal for businesses who have multiple locations filling orders or asset movements for the same item.

  1. To add zones to your warehouse/location select the zone courier and then the specific zone range.

Step 5. Test

  1. Place an order for a product that is supplier by a drop ship supplier.
  2. Move the order to a status that triggers order sending. Wait for the scheduled order send time to pass.
  3. From the Neto dashboard, select Setup & Tools > All setup & tools.
  4. From the Setup & tools page, select Order Export Batches

Here you should find a record indicating that the order has been successfully sent to your supplier.

You can also access the log for a specific drop ship supplier from the drop ship warehouses pages in Neto as per below image:

Drop shipper User Role

A new user role called Drop shipper is now available. If you assign this role to a user, you can limit access to order lines and products in that users warehouse. Drop ship users can also create and edit products for their own warehouse without having access to other warehouse order lines or products.

You can assign a user the new Drop shipper permission role by editing the permission group they are assigned to.

  1. From the Neto Dashboard, select Setup & tools > All settings & tools

  2. On the Setup & tools page, select Staff Users

  3. Select the user you would like to assign as a drop shipper.

  4. Change the User Permission Group to Dropship Warehouse User and Save.

Step 6. FAQ

How do I allocate a product to a drop ship supplier warehouse as the default warehouse for that product?

  1. Scroll down to the Warehouse and Picking section of a products edit screen.

  2. Look for the title Default Fulfilment Warehouse / Pick Locations.

  3. Assign the warehouse you want to be the default warehouse for the product.

Note: you must enter a location ID for the default warehouse location, it can be anything (eg: A1)

How do I know an order line has been sent to my supplier?

From the order list page you can see that an order line has been sent to a supplier. It is indicated by a cloud export icon on the right of each order line as shown below:

The same icons appear as you drill into an order too.

How do I resend an order line to a drop ship supplier?

You can re-send an order line to a supplier from within the export log (tick the re-send option next to the related record). Alternatively you can drill into an order in edit mode, expand the related order line, tick the re-export option and save. The next time your schedule runs, the order line will be exported / sent to your supplier.

How do I assign stock to a drop shipped product?

Adding stock to a drop shipped product is the same as adding stock to any other product in Neto. If you do not keep track of stock for a drop shipped product you can mark the product as “virtual”.

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Last Modified: 18/07/2018 Neto Version: 6.8