Sales Delivery View
The Sales Delivery View provides a detailed breakdown of the dispatch transaction after creation. It includes the dispatch details, customer information, line items, and financial records. This view enables users to review the delivery, track its invoicing status, and perform actions such as printing packing slips or sharing links.
At the top of the Sales Delivery (Dispatch) view, the system displays the following transaction details:
- Reference: The unique reference number for the delivery (e.g., 002/2026).
- Dispatch Date: The date the goods were officially dispatched (e.g., 02/03/2026).
- Due Date: The expected delivery or payment deadline (e.g., 17/04/2026).
- Created By: The user account that generated the delivery note (e.g., Bamo company).
- Created On: The exact timestamp of the record creation (e.g., 02/03/2026 07:08 PM).
- Branch: The branch from which the delivery is processed (e.g., DEF Default).
- Departments: A department refers to an internal division of the organization responsible for a specific function, such as Sales or Accounts.
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.
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.
Document Details
- Currency: The currency used for the transaction (e.g., IQD).
- Our Order Ref: A clickable link to the original sales order that initiated this delivery.
- Shipping Company: The logistics provider assigned to the shipment (e.g., Default).
- Sales Type: The price list or sales category applied (e.g., Retail).
- Delivery from: The warehouse or stock location the items were pulled from (e.g., Default).
- Payment Term: The terms linked to the eventual invoice (e.g., Due 15th Of the Following Month).
- Created From: The origin of the transaction (e.g., ERP).
- Sales Man: The salesperson assigned to the delivery.
- Sales Area: The specific region or area designated for the sale (e.g., Global).
Customer & Delivery Details
- Charge To: The name of the customer being billed for the items.
- Delivery Details: The specific name and physical address where the goods are being shipped.
Attachments
You can attach documents or images related to the transaction, such as purchase orders or delivery receipts. These files are saved with the delivery for future reference.
Line Details
The Line Details section displays a table of all physical items included in this dispatch:
- Item Code: The unique identifier for the product (e.g., 001).
- Item Description: The name or description of the item shipped (e.g., Item A).
- Batch No: The batch number for tracked items.
- Exp Date: The expiration date for the specific batch.
- Quantity: The amount of the item dispatched.
- Unit: The unit of measurement (e.g., each).
- Price: The price per unit of the item (e.g., 40.000).
- Discount: Any line-level discount applied.
- Total: The sub-total amount for the line item (e.g., 160.000).
Sales Invoices
Next to the Line Details tab, the Sales Invoices tab lists all invoices connected to this specific delivery note:
- Reference: The unique reference number of the linked invoice (e.g., 010/2026).
- Date: The date the invoice was generated (e.g., 02/03/2026).
- Due Date: The payment deadline for the invoice (e.g., 17/04/2026).
- Branch: The customer or branch name associated with the invoice.
- Salesman: The salesperson assigned to the transaction.
- Amount: The total value of the invoice.
- Balance: The remaining unpaid amount for that invoice.
- Status: The current payment status (e.g., Unpaid).
- More: Dropdown for additional actions like sharing, editing or further operations.
General Ledger
The General Ledger tab shows the accounting entries automatically generated by the delivery to maintain financial accuracy:
- Account: The specific ledger accounts affected (e.g., 5010 - Cost of Goods Sold, 1510 - Inventory).
- Counterparty: The party involved in the transaction, if applicable.
- Branch: The branch assigned to the ledger entry (e.g., DEF Default).
- Department: The department associated with the financial movement.
- Debit: The amount debited from the account.
- Credit: The amount credited to the account.
- Memo: Any internal notes regarding the ledger entry.
- Total: The summarized debit and credit values (e.g., IQD 40.000).
Sales Invoices
Next to the Line Details tab, the Sales Invoices tab lists all invoices connected to this specific delivery note:
- Reference: The unique reference number of the linked invoice (e.g., 010/2026).
- Date: The date the invoice was generated (e.g., 02/03/2026).
- Due Date: The payment deadline for the invoice (e.g., 17/04/2026).
- Branch: The customer or branch name associated with the invoice.
- Salesman: The salesperson assigned to the transaction.
- Amount: The total value of the invoice.
- Balance: The remaining unpaid amount for that invoice.
- Status: The current payment status (e.g., Unpaid).
- More: Dropdown for additional actions like sharing, editing or further operations.
General Ledger
The General Ledger tab shows the accounting entries automatically generated by the delivery to maintain financial accuracy:
- Account: The specific ledger accounts affected (e.g., 5010 - Cost of Goods Sold, 1510 - Inventory).
- Counterparty: The party involved in the transaction, if applicable.
- Branch: The branch assigned to the ledger entry (e.g., DEF Default).
- Department: The department associated with the financial movement.
- Debit: The amount debited from the account.
- Credit: The amount credited to the account.
- Memo: Any internal notes regarding the ledger entry.
- Total: The summarized debit and credit values (e.g., IQD 40.000).
General Ledger
The General Ledger tab shows the accounting entries automatically generated by the delivery to maintain financial accuracy:
- Account: The specific ledger accounts affected (e.g., 5010 - Cost of Goods Sold, 1510 - Inventory).
- Counterparty: The party involved in the transaction, if applicable.
- Branch: The branch assigned to the ledger entry (e.g., DEF Default).
- Department: The department associated with the financial movement.
- Debit: The amount debited from the account.
- Credit: The amount credited to the account.
- Memo: Any internal notes regarding the ledger entry.
- Total: The summarized debit and credit values (e.g., IQD 40.000).