How to sell an item direct to customer from manufacturer
From the Sales Order form, click Browse Product Catalog and add the item to the sales order the order using the + icon on the right side of the page. 
Ensure that the item is toggled to special order. Items shipping directly from a manufacturer must be special order.
Click on delivery to proceed to the next step. Here you will see a fulfillment option called Direct to Customer.
When this option is selected the address associated with the customer will populate. You will have the option modify this address if the customer is looking to ship the item elsewhere. A delivery service fee can be added at this time, if applicable.
Click Review and Confirm to proceed to the next step. Here you will see an estimated delivery date. This date is based on the delivery timeframe that has been configured for the vendor.
Continue to process the order with any associated discounts, deposits and payments.
Note: When a Sales Order has one or more items with Direct to Customer selected a draft Purchase Order is automatically created for each vendor where the items will be shipped from because there is a unique shipping address associated with these orders.
For those who have access to the Purchase Orders the draft will appear in the Purchase Order table
The draft order will need to be reviewed. If everything appears ok hit submit. Notice the status will change to In Review.
Reopen the PO. Click Send at the top right of the screen to send the PO via email or navigate to your vendor portal and enter the PO there.
You will have a chance to send the vendor a note before clicking submit.
Ensure that the item is toggled to special order. Items shipping directly from a manufacturer must be special order.
Click on delivery to proceed to the next step. Here you will see a fulfillment option called Direct to Customer.
When this option is selected the address associated with the customer will populate. You will have the option modify this address if the customer is looking to ship the item elsewhere. A delivery service fee can be added at this time, if applicable.
Click Review and Confirm to proceed to the next step. Here you will see an estimated delivery date. This date is based on the delivery timeframe that has been configured for the vendor.
Continue to process the order with any associated discounts, deposits and payments.
Note: When a Sales Order has one or more items with Direct to Customer selected a draft Purchase Order is automatically created for each vendor where the items will be shipped from because there is a unique shipping address associated with these orders.
For those who have access to the Purchase Orders the draft will appear in the Purchase Order table
The draft order will need to be reviewed. If everything appears ok hit submit. Notice the status will change to In Review.
Reopen the PO. Click Send at the top right of the screen to send the PO via email or navigate to your vendor portal and enter the PO there.
You will have a chance to send the vendor a note before clicking submit.
Updated on: 25/03/2025
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