Special Orders and Drop Shipped Items

The EBMS Software includes many powerful tools to manage special orders and drop shipped items. Special orders are defined within this section as any sale to a customer for products or parts that are not in stock. Auto parts and accessory stores often manage a large number of special order items. Purchasing, pricing, and recording down payments are important steps in processing special orders properly.

Drop Shipments

EBMS can process special orders that are drop shipped directly from Keystone Automotive. Complete the following steps to process drop ships from Keystone Automotive:

1. Keystone requires a separate account to process drop ships. Enter the Drop Ship Web Services Key and Drop Ship Account Number by clicking on the Keystone Options button within Sales > Options > Automotive tab. Review the Keystone Interface > Keystone Interface Setup section for more details.

2. Identify drop ship inventory items by setting the drop ship purchasing method within the inventory item or sales order. Review the Purchasing > Special Orders and Drop Shipped Items section of the inventory documentation for more details.

3. Create a drop ship purchase order for Keystone Automotive. The customers information will be copied from the sales order to the purchase order and uploading to Keystone Automotive. Review the Purchasing > Special Orders and Drop Shipped Items > Purchasing Special Orders section of the inventory documentation for more details.

Special Orders for Non-Stocked Items

Complete the following steps to process special orders that are delivered to the store by Keystone Automotive:

1. Identify special order inventory items by setting the appropriate purchasing method within the inventory item or sales order. Review the Purchasing > Special Orders and Drop Shipped Items section of the inventory documentation for more details.

2. Apply payments for the special order to the sales order. Review the Sales > Invoices > Payment Methods and Terms section of the sales documentation for more details.

3. Create a purchase order to vendor for special order items. Review the Purchasing > Special Orders and Drop Shipped Items > Purchasing Special Orders section of the inventory documentation for more details.