Entering a direct order

A direct order (DO) is shipped directly from your vendor, or another warehouse, to your customer. DOs do not affect inventory because they do not enter your warehouse.

  1. Select Sales > Entry > Order.
  2. Select Direct Order in the Order Type field.
  3. Complete the remaining fields, and then click Next.
  4. Specify one of these product sources, complete the required fields, and then click Submit:
    • Select Authorized Replenishment Path to use each product's authorized replenishment path to source each line.
    • Select Purchase Order to source the DO from one vendor.
    • Select Warehouse Transfer to source the DO from another warehouse.
  5. In Advanced Line Entry mode, add line items.
    Note: Easy, Quick, Shopping List, and Return Multiple Lines entry methods are unavailable for direct orders. If your default line entry method is set to an entry method other than Advanced Line Entry, that setting is overridden.

    After you add a line, a purchase order or warehouse transfer number is displayed if a new source document is created. You can also click the Sourcing button in Advanced Line Entry mode to view the tied source document for the line.

  6. Finish the order.