---
title: "About Direct Shipping"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28412950/About%20Direct%20Shipping"
format: markdown
---
# Overview

> Macro (excerpt)
> 
> Direct shipping (also known as drop shipping) allows certain products to be shipped directly from a supplier to the customer, bypassing the store's physical inventory. Ideal for oversized, custom, or low-turnover items. The **Direct Ship Dashboard** provides a central place to view all direct ship sales orders and their related purchase orders, simplifying the billing process. It automatically generates and sends invoices to customers when supplier invoices are received, and helps track and confirm when goods are delivered to customers, ensuring accurate linkage between sales and purchase transactions.

> ℹ️ Branch transfers are excluded from this view.

> ***Use Case Example***
> 
> A customer order’s some **custom-sized LVL beams** for an upcoming project. These beams are not standard sizes typically held in-store, are large and heavy (requiring special handling), and need to be delivered quickly to a remote site. Instead of routing the order through the store, the team opts to use **Direct Shipping**, allowing the supplier to manufacture and deliver the beams directly to the job site. This method avoids double handling, reduces freight costs, and ensures the customer receives the materials within the required timeframe.

# The Basic Process

The outline below serves as a comprehensive guide for efficiently managing the direct-to-ship sales order process.

1. **Create a Sales Order**
  1. Navigate to **Sales** > **Transaction Processing** > **Sales Orders** and create a new sales order.
  2. Ensure that the **Desp. Method **is the is your defined Despatch Method for Direct Delivery.
2. **Link a Purchase Order and send to Supplier**
  1. Create a purchase order that is linked to the sales order.
  2. Within the Sales Order Fulfilment (SOF) tab, select the items you want to purchase.
  3. On clicking **Create Order**, a purchase order is created with the **Shipping Basis **for direct delivery purchase orders and the same delivery details defined on the linked sales order.
  4. Review the linked purchase order and send it to the supplier.
3. **Delivery Process**
  1. The supplier will deliver the selected items directly to the customer.
  2. On notification of delivery from the supplier, proceed to the **Direct Ship Dashboard** to review the details of the associated purchase and sales orders.
4. **Confirm Delivery and Update Quantities**
  1. Click the **Purchase Order **hyperlink to open the **Direct Ship Maintenance** window to:
    1. Assign a docket number related to the delivery for record-keeping and tracking purposes.
    2. Confirm the quantities of items delivered to the customer.
    3. If required, update the cost associated with the delivered items.
  2. Click **Save **to confirm the delivery of the selected product from the supplier to the customer.
5. **Invoicing and Receipt Processing**
  1. On **Save, **Frameworks automatically process the receipt for the purchase order, then generates an invoice for the customer. You will be notified with the message “*Purchase Order [####] has been automatically receipted and Sales Order [####] has been invoiced*”

# Configuration

The **Direct Ship Dashboard** is driven by specific **shipping basis** and **despatch method** flags. These flags determine which transactions qualify for the automated process.

> ⚠️ To be eligible for direct ship processing, both the purchase order and sales order must specify the shipping basis and despatch method for qualifying transactions. Specifically, the settings include: 
> ⚠️ 
> ⚠️ - **[PODrctDel](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/432373766)**: The shipping basis code to be used for direct delivery purchase orders
> ⚠️ - **[SOPDrctDel](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28381092/Sales+Order+Related+System+Setting#SopDrctDel)**: The despatch method for direct delivery.

From the Frameworks menu, navigate to **System Administration > System Setup > Configurations **> **System Settings - General**. 

## PODrctDel

**Flag Purpose: ** Shipping basis code to be used on direct delivery purchase orders

Enter the **System - Shipping Basis Code **in the **value **field to automatically populate the **Shipping basis code **for direct delivery purchase orders.

---

## SopDrctDel

**Flag Purpose: **Despatch Method for Direct Delivery

Enter the [Despatch Methods Maintenance](https://kb.myframeworks.com.au/space/FRAM/556007984)** code** in the **value **field to define the **Despatch Method **used for direct delivery purchase orders.

Instructions in the sales order are copied/duplicated from a sales order to a linked purchase order for orders that have the "Direct Delivery" **Despatch Method** assigned.

> ⚠️ The Direct Ship Dashboard exclusively shows direct ship orders. Orders are classified based on the despatch method and Shipping Basis' specified on a sales order and it’s linked purchase orders.

> ✅ Refer to [Sales Order Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28381092) for more information.

# Additional Information

> ✅ Refer to [Direct Ship Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28412914) for more information.