Delivery order

Purpose

  • Record goods leaving you. On Premium, a delivery order with stock items reduces quantity at the location.
  • It does not put an amount on the customer balance or into the bank. Bill later with a Sales Invoice, or take payment with Cash Sales, by transferring this delivery order.
  • Screen: Sales → Sales Document → Delivery Order. New Delivery Order or double-click a row.
  • There is no live delivery-order wizard. Ask “how to create a delivery order”. To bill after delivery, use Bill a customer, or Transfer the delivery order on the screen.

Before you start

  • The customer exists.
  • Premium / stock: products and location. Lines with an item code move stock when you Save.
  • Optional: convert from a quotation or sales order.

Create from scratch

  • Sales → Sales Document → Delivery Order.
  • Click New Delivery Order (F2).
  • Select Customer (required). Set Date (required). Leave Bill No. blank for Next No.
  • Enter lines. For stock, pick Item Code, qty, and location (if you use locations). Set Account and price as on other sales documents if you need them on the printout.
  • Click Save. Stock (Premium) updates on save.

Create from a quotation or sales order

  • Open Quotation Listing or Sales Order Listing.
  • Select the document (or documents) → Transfer or Copy.
  • Tick Delivery Order → Transfer or Create.
  • Edit qty if this is a partial delivery. Save.

Convert to invoice or cash sales

  • On Delivery Order Listing, select the delivery order.
  • Transfer or Copy → tick Sales Invoice or Cash Sales.
  • Transfer or Create. Edit. Save.
  • The invoice DO No field can show the delivery or purchase reference.

Print, email, edit, delete

  • Print formats include standard delivery order and computer-generated variants.
  • Email needs the customer’s email on Maintain Customer.
  • Delete with the dust-bin. Deleting a delivery order reverses its stock movement.
  • Listing search matches quotation: customer, dates, pending / transfer / cancelled, project.

Stock

  • Delivery order, sales invoice, cash sales, and debit note with item codes: quantity out.
  • Credit note with items: quantity in (return).
  • Quotation and sales order: no stock.
  • Basic and Plus plans without inventory: use the delivery order as a delivery note only.
  • Do not also raise a separate Product Issue for the same delivery, or you double-count stock.

If something goes wrong

  • Stock card did not change. The plan has no inventory, or the line has no Item Code.
  • Customer aging unchanged. Expected. Raise a Sales Invoice to create the debt.
  • Double stock out. You saved both a delivery order and an invoice or cash sale with the same item qty. Transfer one document into the other, or leave items off one of them.

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