Sales Deliveries List
The Sales Delivery List (Inquiry Page) provides a centralized view of all dispatch transactions within the system. This dashboard allows users to monitor fulfillment progress, filter through historical records, and perform quick actions such as invoicing or printing delivery documents.
Filters Section
The filter bar at the top allows you to narrow down delivery records efficiently:
- Reference: Enter a specific delivery reference number (e.g., 002/2026) to locate a single transaction.
- Date Range: Filter deliveries based on a specific "From" and "To" period (e.g., 02/03/2023 - 02/03/2026).
- Location: Filter by the specific warehouse or stock location from which the goods were delivered.
- Item: Search for deliveries containing a specific product from your inventory.
- Customer: Select a customer from the dropdown to view all dispatches associated with their account.
- Status: Filter records by their current lifecycle stage (e.g., Invoiced, Partially Invoiced).
- Salesman: View deliveries managed by a specific salesperson.
- Branch: Filter the list by a specific business branch. This is visible only when "Use Branches Only" is enabled in Setup.
- Department: Filter by the internal department responsible for the delivery. This is visible only when "Use Branches and Department" is enabled in Setup.
New Direct Delivery
Located below the filters, the + New Direct Delivery button allows users to immediately open the entry form to create a new dispatch record.
Delivery Table
The table displays real-time data based on your selected filters:
- Delivery #: The unique delivery reference number. Clicking this link opens the detailed Sales Delivery View page.
- Customer: Displays the customer's name. Clicking the name opens the customer's profile.
- Branch: The branch under which the delivery was recorded.
- Contact: The primary contact person for the delivery.
- Cust Ref: The customer's own purchase order or reference number.
- Delivery Date: The official date the goods were dispatched.
- Due By: The expected delivery date or the date by which the delivery should be finalized/invoiced.
- Delivery Total: The total monetary value of the items included in the delivery.
Delivery Status
The status column indicates the current progress of the delivery and its connection to invoicing:
- Invoiced: The delivery has been fully converted into a sales invoice.
- Uninvoiced: The delivery is finalized, but no invoice has been created for it yet.
- Partially Invoiced: Only a portion of the delivered items has been converted into an invoice.
- Delivered: This status specifically shows for prepaid orders that have been successfully dispatched.
- Draft: The delivery is saved but not yet finalized, meaning it has not yet affected stock levels.
Share Link Option
Clicking Share Link opens a pop-up window where you can:
- Share via Email
- Share via WhatsApp
- Copy Order link
More Options (Action Menu)
Each row features a More dropdown for quick operations:
- Edit: Modify delivery details such as quantities, dates, or customer info (allowed based on permissions).
- Void: Cancel the delivery to reverse the transaction and stock movement.
- GL: View the General Ledger entries associated with the stock movement.
- Mail: Email the delivery note or packing slip directly to the customer.
- Print: Generate a physical copy of the delivery note.
- Invoice: Quickly convert the delivery into a Sales Invoice.