> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/guides/excellar-commission/drop_shipment_-excellar-_order_processing.md). # Drop Shipment (Excellar) Order Processing Use Business Central Drop Shipments for Excellar orders in Bevica. Set Purchasing Codes, link sales and purchase orders, then ship and invoice. Includes key limitations. Via the use of **Drop Shipments,** Bevica allows you to manage the Excellar order process. Excellar orders are where the stock is being delivered direct from the supplier to the customer, we are invoiced by the supplier and in turn we invoice the customer. {% hint style="warning" %} **Prerequisites** Ability to manage normal sales and purchase orders. {% endhint %} ### Purchasing Codes Purchasing codes are used to flag sales lines as part of the Excellar process. You will need at least one Purchasing Code set up. 1. Choose the icon, enter **Purchasing Codes**, and then choose the related link. 2. Create a new record and make sure the **Drop Shipment** check box is selected. {% hint style="info" %} If you have items that are specifically for Excellar orders (i.e. supermarket own labelled items) you can assign them a default Purchasing Code. Navigate to the **Item Card, General tab, Purchasing Code**. {% endhint %} ### Managing the Excellar process The process involves creating a sales order, then a Purchase order and linking the two. Other than the lines being linked, each document manages its own information independently. On the goods being collected by the customer the Purchase Order is Receipted, this automatically Ships and Invoices the Sales Order, applying costs from the purchase to the sale. ### To create a sales order for drop shipment To prepare a drop shipment, you create a sales order for an item and indicate on the sales line that the sale requires drop shipment. 1. On the sales order line for the drop shipment, select a **Purchasing Code** that has been set up as a **Drop Shipment**, or select the **Drop Shipment** check box directly. These fields may be hidden by default. {% hint style="info" %} **Note** It is recommended you create an Excellar Location to keep stock separate. {% endhint %} ### To create the purchase order for drop shipment To prepare a drop shipment, you indicate on the purchase order that it must be shipped to your customer, not to yourself. 1. Create a purchase order populating relevant fields on the order header like Vendor No, Duty Status, Location Code and dates. Do not fill any fields on the lines. More information on Purchase Orders can be found [here](https://learn.microsoft.com/en-gb/dynamics365/business-central/purchasing-how-record-purchases). 2. On the **Shipping & Payments** fasttab in the **Ship-to** field, select **Customer Address**. 3. Populate the **Customer** and **Ship-to Code** fields. 4. From the order ribbon, choose **Actions, Functions, Drop Shipments** action, and then choose the **Get Sales Order** action. 5. On the **Sales List** page, search for and select the sales order that you prepared previously. 6. Choose the **OK** button. The line information from the sales order is inserted on the purchase order line(s). The sales purchase lines are now linked. Line prices and dates are populated as normal. The '**Quantity**' field can now only be changed by deleting relevant purchase line, changing the sales line and relinking them. ### To view the linked purchase order from the sales order * From the sales order line, choose the **Order** action, choose the **Drop Shipment** action, and then choose the **Purchase Order** action. ### To post a drop shipment After the vendor ships the items, you can post the sales order as shipped. You can also post the purchase order, but only with the **Receive** option until the sales order has been invoiced. 1. Choose the icon, enter **Sales Orders**, and then choose the related link. 2. Open the sales order. 3. In the **Qty. to Ship** field, specify how many of the order quantity to ship, the full or a partial order quantity. 4. Choose the **Post** action. 5. Choose the **Ship and Invoice** option to invoice the sales order. This will also receive any linked Purchase Order lines. {% hint style="info" %} The Drop Shipment process cannot manage the Excellar process where the Duty Status differs sales to purchase. In these cases you should create non Drop Shipment sales and purchase orders and link their lines using Reservations. Here the Purchase order will need to be posted first, then the sales order. {% endhint %} See also [Make Drop Shipments](https://docs.microsoft.com/en-gb/dynamics365/business-central/sales-how-drop-shipment) for more information. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://kb.bevica.com/documentation/guides/excellar-commission/drop_shipment_-excellar-_order_processing.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.