Deliver Items for a Sales Order
Use this page to create a delivery note for an existing sales order. Processing the delivery normally reduces stock at the selected location and makes the delivered quantity available for invoicing.
Before you begin
- Confirm that the order, customer branch, delivery date, and shipping details are correct.
- Verify available stock at the selected location.
- Confirm the actual quantity packed and ready to leave the warehouse.
Process the delivery
- Open the order from Outstanding Sales Orders and select Deliver.
- Review the delivery location, date, customer reference, shipping company, and delivery address.
- Enter Quantity to Deliver for each line. Leave a line at zero when it is not being shipped now.
- Review tax, freight, and any delivery notes.
- Click Process Delivery.
- Open the resulting delivery document and print or save the dispatch paperwork if required.
Partial delivery
A partial delivery creates a delivery note only for the quantities shipped. The remaining quantities stay open on the sales order and can be delivered later.
Important: Do not process the delivery until the goods have physically left, or your organization's policy considers them delivered. The transaction changes inventory records.
Next steps
- Invoice the delivery with Issue an Invoice for a Delivery Note.
- Review the document in View Sales Dispatch.
- Use the outstanding order inquiry to confirm any quantity still waiting.