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Delivery Against Sales Orders

Purpose

Dispatch items ready for shipping from a Sales Order in preparation for invoicing.

Procedure

After a Sales Order has been completed, and inventory requirements are satisfied, an order must be set as delivered in order for it to be invoiced. It is a good idea to do the following:

  1. Check each line item is the correct quantity.
  2. Confirm that short-shipped items will be either back ordered or canceled.
  3. Make sure freight being charged is correct.

Click Process Dispatch to finish.

Tips and Tricks

If you want to skip the standard Sales Order step and flag goods as delivered use Direct Sales Delivery.