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How to automate and streamline the ten steps of dropshipping

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One system

Join up, automate, and streamline your entire drop shipping workflow

One multichannel joined-up system

Orders captured on any channel flow to a single order list.

You can select single or multiple orders from the list and let the automation create and send their respective drop-ship purchase orders to the suppliers via email or EDI.

The automation links and tracks each sales order’s respective purchase orders.

Everyone is on the same page

Suppliers send back status and shipment tracking information. Our system lets you send this to your customers.

Bill and pay

The automation creates and sends invoices to your customers and records invoices from your suppliers, which are joined to their purchase orders.

Customers pay online, and suppliers get paid.

All-in-one system

Sales, fulfillment, and accounting are all done in one system.

One system for a joined-up and streamlined drop-shipping workflow

Step Workflow Can be partially or fully automated
0. Customer Quote
The wholesaler issues a quote, which the customer accepts.
1. Order Placement
The customer places an order online, via email, or EDI.
2. Order Processing
The wholesaler checks product availability from the supplier(s) and checks customer payment authorization.
Yes - EDI or Custom
3. Order Forwarding
The wholesaler sends purchase order(s) to the dropshipping supplier(s).
Yes - EDI or Custom
4. Supplier Fulfillment (Shipping and Delivery)
Dropshipping suppliers prepare and ship the product directly to the customer's address.
5. Shipment Tracking
The supplier provides tracking information to the wholesaler.
Yes - EDI or Custom
6. Customer Notification
The wholesaler notifies the customer of order fulfillment and provides tracking information.
Yes - EDI or Custom
7. Order Receipt
The customer receives the order and confirms receipt.
8. Payment Processing
The wholesaler captures the payment received from the customer.
9. Payment to Supplier
The wholesaler pays the dropshipping supplier for the cost of goods sold.
10. Profit Calculation
The wholesaler calculates the profit generated from the transaction.


How does the Sales Quote to Sales Order process work?

Dropship Sales Quote Workflow

Salespeople can rapidly prepare quotes. Sales Quotes automatically inherit customer profile data, i.e. Customer name, contact, terms, tax code, shipping, and billing addresses.

Whether or not the Item is in your catalog, you can look up or quickly create the Item master in our drop shipping automation software. Item masters allow you to capture and store selling, purchasing, stock, accounting, and other useful types of data.

Purchasing data can include a list of preferred suppliers, last known cost, minimum order quantities, lead times, and vendor part numbers. As well as being used in the quotation process, this data is used by the dropship automation.

Margin calculation can be automated, prepopulated unit cost and price can be edited, and discounts can be calculated and recorded. If need be, you can turn on and review quoted price history.

Sales quotes can be attached and emailed in just two clicks. Easy to create and adapt email templates to streamline and standardize communications can increase sales productivity and reduce embarrassing errors.

Sales Quotes can be presented for customer approval in the self-service Trade Acceleration Portal (TAP).

Dropship Quote to Order Workflow

Rapid Sales Order creation: Because of transaction inheritance, with just a couple of clicks, salespeople can quickly create one or more Sales Orders from the Sales Quote to match what the customer has approved. The master data from the Sales Quote is pre-populated onto the child Sales Order(s).

Quote to Order history: The resulting Sales Orders are automatically linked back to the original Sales Quote. The Sales Quote stores a history of the Sales Order(s). This makes it super easy for users to review the status and contents of each related Sales Order.

Rapid Dropship Purchase Order creation: From the Sales Order or the Sales Order List, users can produce the respective Purchase Orders to the commensurate Suppliers. The dropship automation populates the Purchase Orders with the master and line Item data.

The right supplier and contact: Because the built-in preferred supplier function on Items stores the Supplier references and details, the Purchase Orders are set up to contain all of the needed details. From the Purchase Orders, the user can immediately email them to their respective Suppliers and the right contact.

End Customer Shipping addresses: The Purchase Order inherits the corresponding Shipping address from the Sales Order.

Respective Purchase Order history: Because the dropship automation ensures Sales Orders automatically link and contain references to the respective Purchase Orders. Users can quickly look up and review each Purchase Order and its status.

Multiple Supplier Shipment and Item Tracking: the drop shipping automation software enables users to track line item shipments from one or multiple dropshipping suppliers.

As you receive updates from the B2B dropshipping suppliers, you can create and email Shipment notifications with PDF Delivery notes.

Shipping method and tracking number: Shipments can record the Shipping vendor, method, and tracking number. These are automatically populated in the delivery notes.