DMS for Dropshippers

Use case: Document management in retail companies with SAP Business One in drop shipment business. 

Use case: Retail sector (Dropshipping)


Step 1

Purchase and payment in the online shop

A customer makes a purchase and pays directly in the online shop. A customer order is created immediately in SAP Business One and is filled out with all the relevant order information. A PDF of the order is also made available for the customer in the online shop.




Step 2

Orders with vendors

As usual, a purchase order for the sold item is created in SAP Business One which is then sent to the vendor via e-mail. A BCC of this e-mail and its attachment is sent simultaneously to an internal inbox, where it is picked up and archived behind the corresponding SAP document.




Step 3

Receipt of invoice

After the vendor has sent the ordered item to the customer, they send their invoice as a PDF file to an e-mail inbox that has been set up especially for this purpose. The attached files are retrieved and processed automatically from there. A filled-out SAP A/R invoice document is also generated which can be displayed and opened by the relevant employee in the Document Manager of SAP Business One. The PDF invoice is archived behind the new SAP document at the same time.


Step 4

A/R Invoice

The invoice is created from the customer order in SAP Business One. At the end of the working day, all A/R invoices are sent automatically via e-mail, archived in an audit-proof way and transferred as PDF files to the online shop where customers can access and download them at any time.


Generate fully filled out draft documents with the click of a button

Automatic Document Capture


Archive all documents and files electronically and securely for auditing

Digital Archiving


Exchange electronic invoices with your business partners



Process QR invoices without any special hardware



Sort your inbox automatically according to document type and recipient

Digital mailroom


Connect cks.DIGITAL 4.0 to other SAP Add-ons and external applications

API interface


Move e-mails and attachments directly from Outlook to cks.DIGITAL 4.0

Microsoft Outlook Add-in


Access your archived documents from anywhere

Remote access

Watch detailed live demo

We will show you live how cks.DIGITAL 4.0 can be used in retail sector, answer your questions directly and discuss individual application possibilities with you. Duration: approx. 45 minutes.

Register for Live Demo