Deliver Item is used to transfer items internally between different branches or to deliver items to customers based from
created invoices / billing statements.
Deliver Item
- Go to Navigation Panel > Inventory > Deliver Item.
- Click Deliver Item.
- A pop-up form will appear.
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Fill in the required fields ( * ),
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The current date will be initially displayed. Enter the Transaction Date and the Delivery Date.
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Select the Origin Branch of the item.
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Select the Branch Destination to where the item will be delivered.
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Select the Item and enter the Quantity of the item to be delivered.
*Items cannot be delivered if it has not enough stock.
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Click Save.
Loading from Other Transactions
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Stock Requisition
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From Load From checkbox, check Stock Requisition checkbox.
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Select a Stock Requisition Number (SR No.).
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Branch Destination will be populated based on the branch of the Stock Requisition that you have selected.
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Item/s included in the request will also be populated in the table.
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Sales Invoice
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From Load From checkbox, check Sales Invoice checkbox.
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Select a Invoice No..
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Branch Origin will be populated based on the Invoice that you have selected.
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Item/s included in the invoice will also be populated in the table.
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Billing Statement
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From Load From checkbox, check Billing Statement checkbox.
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Select a Billing Statement No..
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Branch Origin will be populated based on the Billing Statement that you have selected.
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Item/s included in the invoice will also be populated in the table.
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Sales Order
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From Load From checkbox, check Sales Order checkbox.
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Select a Sales Order No..
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Customer will be populated based on the Sales Order that you have selected.
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Item/s included in the invoice will also be populated in the table.
Note:
Check Use Customer as Destination checkbox if the item will be delivered directly to the customer.
Approving Deliver Item
- Mark the checkbox of the deliver item row that you want to approve.
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Click Bulk Action and click Approve Level 1.
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A confirmation modal will appear, click OK.
Note:
Go to Company Setup > Default Settings, head to the System Preference tab to enable/disable the approval for Deliver Item.
You may also set here the number of approvals for the deliver item to be approved.
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To reject a deliver item, check the row of the deliver item, click Bulk Action and click Reject.
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A confirmation modal will appear, click OK.
Printing Delivery Receipt
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Click the cog button of the deliver item row and click Print.
Print Delivery Receipt Option
You may choose to print the delivery receipt between pre-printed or system template.
To do this,
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Go to Company Setup > Default Settings.
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Head to System Preference
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Click the
icon to the change settings.
Note:
Pre-printed is the customizable template while System Template is system generated template in a PDF format.
Set a number format for Delivery Receipt number.
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Go to Default Settings and head to System Preference tab.
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Click the View icon and select the number format you want.
Tagging Item as Delivered
To tag the item as delivered,
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Check the deliver item row and click Bulk Action.
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Click Tag as Delivered.
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A confirmation modal will appear, click OK.
Note:
If authorization is enabled, only approved deliver item can be tagged as delivered.
Other Action
To cancel a deliver item,
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Check the row of the deliver item, click Bulk Action and click Cancel.
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A confirmation modal will appear, click OK.