Create A Direct Ship Rfq Po

Document Version	v.1
Document Last Updated	9/7/23
Software Version Documented	v.9.8.35

Creating a Direct Ship RFQ/PO

This document will demonstrate how to use Direct Ship in Savance Enterprise. Direct Ship is where the vendor ships the merchandise directly to your customer rather than shipping it to you first and then having you ship it to the customer. There are two basic ways of going about doing this.

The first option is Direct Order, where the entire order is directly shipped from the vendor to the customer.
The other option is Line Item Direct, where you pick which items you want you to ship directly (meaning that all other items on the order will be shipped by you instead).

Either way, once you have received a delivery confirmation from your vendor, you can go ahead and invoice your customer. Instructions on how to do this are all detailed in this document.

Creating a Direct Order

Now you need to decide if this is going to be a Direct Order (where all items are shipped directly from the vendor) or a Line Item Direct (where only some items are directly shipped and the rest are shipped from you).
For Direct Order, all you need to do is place a checkbox in the middle of the Header tab.
Once you have done that, you can convert the Quote to an Order just like you normally would. Once it has finished converting, you will get a notification to create the RFQ for the vendor.
Once you select ok to create the RFQ
Now if you go to the Links tab in the Order, you will notice that an RFQ will have been generated for each vendor that is specified. For example, if you had a total of 2 vendors specified, you will notice that there are 2 RFQ's linked to this order. Or if you have 2 items with 1 vendor, then only 1 RFQ would be generated. You may click on any RFQ to bring it up.
Once you are ready to convert an RFQ to a PO, open the RFQ and click the Convert button. The Conversion process will run just like normal. Remember that once you convert the RFQ, you will no longer be able to make modifications to the Direct Order. The Direct Order will also no longer show up in the Critical Purchase.

Line Item Direct

Now we’ll go over how to set up Line Item Direct. This is very similar to Direct Order, but there are some important differences that need to be pointed out. If you would like to directly ship a single item, you would NOT check the Direct box in the Header (as was done with the Direct Order). Instead, you would locate the line item that will be shipped directly and check the box in the Direct column, as seen below.
Once you have done that, you can convert the Quote to an Order just like you normally would. Once it has finished converting, you will get a notification to create the RFQ for the vendor.
In the Status tab, a shipper has been created (unlike with a Direct Order). If you open the shipper, you will see that a pick ticket will be generated for any items that you do have in stock, but not for any direct items. You will go through the normal shipping process for these items, which will eventually be posted to be delivered and then be ready to be invoiced.
Now if you open the RFQ that was generated, you can again convert it to a PO like normal. In the Status tab of the PO, you will notice that a receiver has now been created (just like with a Direct Order). If you open it, you will notice that it is marked as a "Direct PO" at the top as before. Again, all you need to do is wait for delivery confirmation so that you know the item was shipped. Once you receive this confirmation, you can post the PO to delivered. You will notice that the top text has now changed to "Direct PO - Completed". You can now save and close.
Back in the original Direct Order, go to the Status tab again. Each release (for direct and nondirect items) will show up here and will be ready to be invoiced. You can again open a release to see details.
That's all that needs to be done for a Line Item Direct! The process is very similar to a Direct Order, but it is simply mixed with other non-direct items.