Deliveries
The storekeeper hands 12 of the ordered exercise books to the customer. A delivery records those 12 against the order and identifies the warehouse they left. The undelivered eight must remain on the order.
On this page
Before you beginCreate the deliveryVerify fulfillment and accountingWhen the delivery is wrongContinue withBefore you begin
- Use an eligible submitted sales order. Confirm the actual quantities handed over.
- For stock lines, have an active posting warehouse, sufficient stock and the required cost-of-goods account.
- Prepare batch or serial details for tracked items and confirm the posting date.
Create the delivery
- Open the order and choose Create delivery.
- Confirm the source order, customer and date. Review each source line and remaining quantity.
- Choose the warehouse and cost account for stock lines, and complete tracking details where required.
- Keep a draft for review or submit the delivery when the physical handover is confirmed.
Verify fulfillment and accounting
Review the submitted delivery, source-order progress, stock balance and stock-ledger movement. Delivery owns the inventory and cost-of-goods effect; an invoice later records the customer charge.
Use PDF or Print preview for the delivery output where available. Retain the handover evidence with the operational process.
When the delivery is wrong
- If goods genuinely come back later, create a sales return from the delivery.
- If the recorded delivery itself must be reversed, use Reverse with the required date and reason. Review linked records and any rejection before retrying.
- An insufficient-stock or tracking error must be resolved against physical stock evidence. Do not invent a receipt to force delivery through.