diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping.rst b/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping.rst index abc57695e..f5117b42e 100644 --- a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping.rst +++ b/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping.rst @@ -1,109 +1,80 @@ -================================================================== -Send Products to Customers Directly from Suppliers (Drop-shipping) -================================================================== +============================================================= +Use dropshipping to ship directly from suppliers to customers +============================================================= -What is Drop-Shipping? -====================== +Dropshipping is an order fulfillment strategy that allows sellers to have items shipped directly +from suppliers to customers. Normally, a seller purchases a product from a supplier, stores it in +their inventory, and ships it to the end customer once an order is placed. With dropshipping, the +supplier is responsible for storing and shipping the item. This benefits the seller by reducing +inventory costs, including the price of operating warehouses. -Drop-Shipping is a system that allows orders taken from your store to be -shipped straight from your supplier to your customer. On a usual -delivery system, products are sent from your supplier to your warehouse -to be put in stock and then shipped to your customers after ordering. +Configure products to be dropshipped +==================================== -With drop-shipping, no item is stocked. When a customer places an order -in your shop, the item is delivered straight from the supplier to the -customer. Therefore, the product doesn't need to get through your -warehouse. +To use dropshipping as a fulfillment strategy, navigate to the :guilabel:`Purchase` app and select +:menuselection:`Configuration --> Settings`. Under the :guilabel:`Logistics` heading, click the +:guilabel:`Dropshipping` checkbox, and :guilabel:`Save` to finish. -Points to be Considered while Implementing Drop-Shipping -======================================================== +Next, go to the :guilabel:`Sales` app, click :menuselection:`Products --> Products` and choose an +existing product or select :guilabel:`Create` to configure a new one. On the product page, make sure +that the :guilabel:`Can be Sold` and :guilabel:`Can be Purchased` checkboxes are enabled. -- Use drop-shipping only for the products you can't or don't want to keep in stock. - One reason is that you'll always make smaller - margins on items that are drop-shipped, so you should keep it - only for items that take up a lot of space in your warehouse. +.. image:: dropshipping/sold-purchased-checkboxes.png + :align: center + :alt: Enable the "Can be Sold" and "Can be Purchased" checkboxes on the product form. -- Drop-shipping is best for niche products. - Chances are that products that are in high demand are being offered by large suppliers at a - fraction of the price you'll be able to charge, so using a more - costly shipping method won't be financially rewarding. But if - your product is unique, then it makes sense! +Click on the :guilabel:`Purchase` tab and specify a vendor and the price that they sell the product +for. Multiple vendors can be added, but the vendor at the top of the list will be the one +automatically selected for purchase orders. -- To protect your customers from bad experiences. - Test drop-shipping companies for yourself beforehand and list the best ones. +.. image:: dropshipping/product-vendor-config.png + :align: center + :alt: The product form with a vendor specified. -- Make sure time is not against you. - Drop-shipping should take a reasonable amount of time and surely not more than it would have taken you to handle it all by yourself. It's also nice to be able - to provide your customers with a tracking number. +Finally, select the :guilabel:`Inventory` tab and enable the :guilabel:`Dropship` checkbox in the +:guilabel:`Routes` section. -- Items have to be available from your supplier. - It's good to know if - the product you're selling is available upstream. If you don't - have that information, inform your customers that you don't hold - the item in stock and that it's subject to availability from a - third party. +.. image:: dropshipping/enable-dropship-route.png + :align: center + :alt: Enable the Dropship option in the product inventory tab. + +Fulfill orders using dropshipping +================================= + +When a customer completes an online purchase for a dropshipped product, a sales order will be +automatically created with an associated request for quotation (:abbr:`RFQ (Request for Quotation)`) +for the supplier. Sales orders can be viewed in the :guilabel:`Sales` app by selecting +:menuselection:`Orders --> Orders`. Click the :guilabel:`Purchase` smart button at the top right of +a sales order to view the associated :abbr:`RFQ (Request for Quotation)`. .. tip:: - For more information and insights about Drop-Shipping, you can read our - blog: `*What is drop-shipping and how to use - it* `__. + Dropship sales orders can also be created manually through the :guilabel:`Sales` app by selecting + :menuselection:`Orders --> Orders --> Create` and adding a product configured for dropshipping. -Configure Drop-Shipping -======================= +.. image:: dropshipping/dropship-sales-order.png + :align: center + :alt: A dropship sales order with the Purchase smart button in the top right corner. -Activate the functionality in the *Purchase* application by going to :menuselection:`Configuration ---> Settings`. +Once the :abbr:`RFQ (Request for Quotation)` is confirmed, it becomes a purchase order and a +dropship receipt is created and linked to it. The receipt can be viewed by clicking the +:guilabel:`Receipt` smart button in the top right corner of the purchase order form. -.. image:: dropshipping/dropshipping_01.png - :align: center +.. image:: dropshipping/dropship-purchase-order.png + :align: center + :alt: A dropship purchase order with the Receipt smart button in the top right corner. -Then, go to the *Inventory* app, in :menuselection:`Configuration --> Settings` to -activate the *Multi-Step Routes* feature. It will allow you to make -the *Route* field appear on the sale order lines to specify you send a -product via drop-shipping. +The dropship receipt will list the supplier in the :guilabel:`Receive From` section and the customer +in the :guilabel:`Destination Location` section. Upon delivery of the product to the customer, click +on the :guilabel:`Validate` button at the top left of the dropship receipt to confirm the delivered +quantity. -.. image:: dropshipping/dropshipping_02.png - :align: center +.. image:: dropshipping/validate-dropship-receipt.png + :align: center + :alt: Validate the dropship receipt after delivery. -Now, in the *Sales* app, go to :menuselection:`Products --> Products`. Select the -product you would like to drop-ship and add a vendor pricelist which -contains the right supplier, via the purchase tab. +To view all dropship orders, simply navigate to the :guilabel:`Inventory` dashboard and click the +teal :guilabel:`# TO PROCESS` button on the :guilabel:`Dropship` card. -.. image:: dropshipping/dropshipping_03.png - :align: center - -Send Products from the Suppliers Directly to the Customers -========================================================== - -Create a *Sales Order* and add the product on which you just set the -vendor. Add the *Route* field thanks to the widget on the right of the -sale order line. Now, you are able to specify that your products’ route -is *Drop-Shipping*. - -.. image:: dropshipping/dropshipping_04.png - :align: center - -.. image:: dropshipping/dropshipping_05.png - :align: center - -Once the sale order is confirmed, Odoo automatically generates a -*Request for Quotation* for the supplier who will proceed to the -drop-shipping. You can find it in the *Purchase* app, with the sale -order as *Source Document*. - -.. image:: dropshipping/dropshipping_06.png - :align: center - -Once this *Purchase Order* is confirmed, a *Receipt Order* is -created and linked to it. The source location is the vendor location and -the destination location is the customer location. Then, the product -won’t go through your own stock when you validate the dropship document. - -.. image:: dropshipping/dropshipping_07.png - :align: center - -You can also easily access the dropship document directly from your -inventory dashboard. - -.. image:: dropshipping/dropshipping_08.png - :align: center +.. image:: dropshipping/view-all-dropship-orders.png + :align: center + :alt: Click the green button on the Dropship card to view all dropship orders. diff --git a/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/dropship-purchase-order.png b/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/dropship-purchase-order.png new file mode 100644 index 000000000..4361df7f0 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/management/delivery/dropshipping/dropship-purchase-order.png differ diff --git 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