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.
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Enter 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 they do not have enough stock.
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Click Save.
Note:
Check Use Customer as Destination checkbox if the item will be delivered directly to the customer.
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.
Approving a 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.
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A confirmation modal will appear, click OK.
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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 serialized booklet while System Template is the system generated template in a PDF format.
Set a number format for Delivery Receipt number. This is only applicable when Print Delivery Option is System Template.
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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.
Set a numbering setting for Deliver Receipt number.
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Click the View icon and select the numbering setting you want.
Note:
If you are not satisfied with the alignment of the fields (
Pre-printed Booklet) or if you want to change the order of columns (
System Template) in the delivery receipt,
you can change it in
Templates.
Adjusting Delivered Items
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Click the cog button of the deliver item row.
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Click Adjust Delivered Items.
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You may adjust the Delivered Quantity of the item that was originally delivered to you.
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Click Save.
Note:
You can only adjust the delivered items of an open deliver item.
If authorization is enabled, only approved deliver item can be adjusted.
Tagging Item as Delivered
To tag the transaction 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 items can be tagged as delivered.
Canceling a Deliver Item
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.
Change in Quantity
With Authorization
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If the Deliver Item is loaded from Sales Invoice or Billing Statement, quantity of the items will be
deallocated upon approval. It will be reallocated if the Deliver Item is canceled
when it is already approved.
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If the Deliver Item is created normally, quantity of the items will be allocated upon creation.
It will be deallocated if the Deliver Item is canceled, rejected or on approval of
Receive Item.
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If the Deliver Item is loaded from Sales Order or Use Customer As Destination is ticked, quantity of the
items will be allocated upon creation. It will be deallocated if the Deliver Item is
approved, canceled or rejected.
Without Authorization
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If the Deliver Item is loaded from Sales Invoice or Billing Statement, quantity of the items will be
deallocated upon creation. It will be reallocated if the Deliver Item is canceled.
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If the Deliver Item is created normally, quantity of the items will be allocated upon creation.
It will be deallocated if the Deliver Item is canceled or on Receive Item.
Quantity of the items are reduced if Deliver Item is loaded from Sales Invoice, Billing Statement or Sales Order.
If the Deliver Item is loaded from Stock Requisiton or created normally, quantity of the items are
reduced on Receive Item.