Sales Deliveries List

Let's list the Sales deliveries and its status, with that you can monitor and proceed further operations from there. The sales delivery is a part of Sales module. which helps to show the goods movement from the company to customer.  Further this will be connected with Sales order and invoices. So that it can be move forward a step with it. When a sales delivery is created, we are about to move further to invoice it. When delivery is processed and waiting for invoice, you can see the list of deliveries here. And also filter is also available to spot your needy transaction easily. 


The Deliveries List interface allows users to search and filter delivery based on various criteria. The following fields and options are available:

  • Reference: Enter the reference number associated with a specific delivery to search for it directly.
  • Date: Select a date range to filter delivery based on their creation or validity dates.
  • Location: Choose a specific location to narrow down delivery relevant to that location.
  • Item: Select an item from the dropdown list to filter delivery containing that particular item.
  • Salesman: Filter the delivery by selecting a specific salesman responsible for the delivery.
  • Customer: Choose a customer to display only the delivery associated with that particular customer.
  • Status: Filter delivery based on their current status, such as invoiced , un invoiced, or drafted.
After setting the desired filters, click the Search button to display the list of deliveries that match the selected criteria.

Sales Deliveries List Table

  • Delivery #  : Displays the unique identifier for each delivery. 
  • Customer : Shows the name of the customer receiving the delivery.
  • Branch : Indicates the branch of the company from which the delivery is dispatched.
  • Contact: Lists the contact details related to the specific delivery, possibly a contact person at the customer's side.
  • Cust Ref: Customer Reference Number that might be provided by the customer for their internal tracking or purchase order number.
  • Delivery Date: The scheduled date on which the delivery is to be made or was completed.
  • Due By: Indicates the deadline by which the delivery needs to be completed.
  • Delivery Total: The total value or cost associated with the particular delivery.
  • Status: Current status of the delivery.
  • Share Sales delivery: The "Share" feature allows users to easily share a specific sales delivery with others through different channels. When you select this option, the following details and actions are available:
     Transaction Type: Indicates the type of transaction, in this case, "Sales delivery."
     Reference: Displays the reference number associated with the sales delivery(e.g., 005/2024).
  • Sharing Options:
  1. Copy Link: Click this option to copy a direct link to the sales delivery. You can then paste this link into any platform or document to share the delivery with others.
  2. View Transaction: Select this option to view the full details of the sales delivery. This allows you to review the transaction before sharing or taking further action.
  3. Mail: Use this option to send the sales delivery directly via email. This is a convenient way to share the delivery with customers or colleagues.
  4. WhatsApp: Click this option to share the sales delivery through WhatsApp. This enables you to quickly send the delivery to contacts via the popular messaging app.
  • More Menu Options : The "More" menu provides additional actions that can be performed on a selected sales Delivery . The following options are available:
  1. Edit: Select this option to modify the details of the sales delivery . This allows you to make changes before finalizing or sharing the document.
  2. Mail: Choose this option to send the sales delivery via email. This is a quick way to share the delivery with customers or internal stakeholders.
  3. Print: Click this option to print a hard copy of the sales delivery . This is ideal for record-keeping or providing a physical copy to the customer.
  4. Void:  Even you can void the transaction and redeliver it, incase if you made mistake in the delivery. 
  5. Invoice Against Delivery : When a delivery is processed and the goods delivered to customers location or hand over to the customer. its ready to proceed with preparing invoice.  The List will help you to go from the last delivery to invoice. There is an icon like file, which helps you to take you to create invoice against the delivery. 
  6. GL : This will allow you to view the financial transactions associated with that particular delivery.
If no records match the search criteria, a message stating "No records" will be displayed.

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