How to Use Drop Ship Functionality in EnCore from Order Processing

This training will go over how to use the drop ship functionality within EnCore. It will cover Order Entry, PO Approval, PO Receipt and Invoice Posting for orders that will be drop shipped directly to a customer. This will be helpful for customer service reps that have customers that use drop shipping and any finance team members that need to post drop shipped invoices.

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Objectives

  • Objective

    Gain the skills to enable the Drop Ship functionality, approve and receive Drop Ship purchase orders, and post them to invoicing in EnCore, ensuring efficient order processing and accurate invoicing for drop-shipped items.

  • Audience

    Customer service & Finance

  • Required Knowledge

    User must be familiar with Order Processing, PO Approvals, PO Receipts, and Invoice Posting.

Curriculum

    1. Enable Drop Ship in Order Processing

    2. Find & Approve Drop Ship Purchase Order

    3. Receive Drop Ship Purchase Order

    4. Post Drop Ship Order to Invoicing

    5. Frequently Asked Questions

About this Pathway

  • 5 lessons
  • 7 minutes