Overview
When you have non-inventory items listed in the product inventory and you are not tracking quantity for them, you can have these items flagged as dropship within Webgility to create a purchase order in accounting.
1. The setting you need to adjust in Webgility can be found within the posting settings. To access it, navigate to Connections, click on Accounting/POS/ERP and go to Sync Settings.
2. To turn on purchase orders, check the box labeled "Enable purchase orders." Afterward, proceed by clicking on the Purchase Order tab.
3. Choose the option for products designated as dropship within Webgility.
4. To flag specific items as dropship within the Webgility inventory module, navigate to Products and select QuickBooks All Products. Once there, select the item or items you want to mark for dropshipping, and then click the dropship button located at the bottom left of the screen. After completing this action, a truck icon will be displayed next to the selected item or items.
5. Select the dropship truck icon if you need to remove the dropship selection from an item.
If you have any questions or need more help, please contact our support team.