Academy

Step 1: Customer Information

Navigate to the sales tab:

On the right side of the screen is the Customer section. If you have previously registered this Customer, start typing the Customer name.
If this Customer is new to your business, register the Customer by clicking "New Customer"

When registering a new Customer, enter their name and contact information, and ignore the discounts section.

When the Customer information is set, it looks like this. Be careful of Customers that share the same name:

Step 2: Adding Dropshipping Products

Now that we have set up the Customer, let's get started entering items.
Dropshipping items are classified as "temporary items" since you do not own inventory.
For each Dropshipping item, you need to create a new item
Select the "New Item" button:

Enter the Item Name, Category should be "Dropshipping".
Important: To properly mark this item as a Dropshipping item, set Stock Type: Non-Stocked and Item Type: Temporary.
Set Wholesale Price as your cost price, and set the Retail Price as the customer-facing price. Entering this correctly will allow the system to generate accurate profit and loss reports.

In the Description field, you would place the link to the Dropshipping item, then click Submit.

Congratulations! You just added your first Dropshipping item! You can add many Dropshipping items to the Customer's checkout cart.

Do not edit the item on the cart page; remove the item and create a new one to avoid issues.

Step 3: Let's Complete the Sale

Once you are happy with the Customer's cart, it's now time to check out on the right panel.

Start by entering the amount of cash received by the Customer.

Biz Insights will automatically calculate change so you do not have to.
It is essential to add a comment to the cart, indicating that this cart is for Dropshipping items.
Click "Complete"

Here, you can print a receipt for the Customer

Congratulations! You just processed your first Dropshipping cart.

Step 4: Managing Dropshipping Orders

Managing Orders is done in the Reports Tab, under Detailed Reports: Transaction.

Select a Date Range during which the Order was created. The transaction type should be "Completed Sales and Returns".

Since we marked the Dropshipping Orders at Checkout, we can easily identify those Transactions.

Click the '+' icon on a transaction to see exactly what items are in the Customer Order.

Updating the Status is done via comments as well. Click the edit button to edit the comments.

Keep track of updates during the shipping period, then mark the Order as completed, all in the comments.

The report will reflect that the Order has been fulfilled after the update.

Congratulations! You just walked through the entire process of dropshipping with Biz Insights.

A few additional things to mention:

• Dropshipping orders can be refunded and returned via the normal Biz Insights method in the Sales Tab.
• Dropshipping items should not show up in your "Inventory" tab if set up correctly. See Step 2: Adding Dropshipping Products for the proper procedure.
• Profit and Loss for Dropshipping items are calculated in the same way as regular inventory items and show up in charts the same way.