Deliveries

In the Deliveries page an overview of deliveries is displayed. In Deliveries only deliveries with order dispatch advice comes. When you do an internal transfer then a purchase order is created in the receiving store, then an order dispatch advice is created. This will be shown in Deliveries.

If you receive a delivery without order dispatch advice, it should be done in Receive goods in Purchase order.

You can create new deliveries manually and view/edit existing deliveries. What you can do with the delivery depends on the status of the delivery.

Registration of deliveries can be done using InStore App or PC/tablet using Chain Procurement.

The Deliveries page has two tabs, Packages (opened by default), and Orders.

Goods receipt can be done based on imported order dispatch advice for order or package, or manual based on purchase order. Goods receipt can be done for given package or for given order.

A package can contain multiple orders. An item (order line) can be in multiple deliveries.

Delivery details

Existing deliveries can be opened from the Package tab by clicking on the package number in the "Package NO." column, and from the Orders tab by clicking on the order number in the "Order NO." column.

The selected delivery opens. The page shows contents on the package. Each line has its order number (package can contain items from multiple purchase orders).

Order number links to order delivery details page. The order delivery detail's view is opened after clicking order number in Order NO. tab in Deliveries. The page shows the contents of the order that is being delivered. Each line has its package number (orders can be delivered in multiple packages). "Package no" links to package details page.

Both pages of breadcrumbs show package or order number, supplier name, number of lines and quantity of items in this package or order delivery.

Goods receipt can be done based on imported order dispatch advice for order or package, or manual based on purchase order. Goods receipt can be done for given package or for given order.

You can receive goods manually on the orders, by adding received quantity.

Cancel delivery

Deliveries with status "Draft" can be cancelled.

1. Click on the "more button" and select Cancel delivery.

2. The "Cancel delivery" dialog opens.

3. Click on Cancel delivery if you want to cancel the delivery.

4. Cancelled deliveries are not visible in the Deliveries overview. Delivery status is set to "Cancelled" in the Purchase order overview.

Add/Edit order note

An order note can be added to the delivery.

1. Click on the Add order note button. The "Add order note" dialog opens.

2. Add order note and click Save. Order note is added to the order. The Add order note button changes name to Edit order note.

3. The order note can be changed by clicking on Edit order note. The "Edit order note" dialog opens. Change order note and click Save.

Submit delivery

It is possible to submit manual deliveries.

1. Click on the Submit delivery button, the "Submit delivery" dialog opens. At the top of the dialog, you see some information about the order.

2. You can add a Receive note.

3. Click Confirm, to submit the delivery. Purchase order status, order delivery status and package status is set to "Done".

Submitting manual delivery triggers export of purchase order and goods receipt. After submitting delivery, the previous view opens (Package tab or Order tab).

When the delivery line is added to the purchase order created through delivery, the remaining is set to 0 and the status is set to counted for the added delivery line.

Submitting package or order delivery from Deliveries update the delivery fields on order lines related to submitted lines: 'delivered', and 'remaining'.

Edit delivery dates

See Edit delivery dates.