Creating Deliveries: Manual

Created by Harriet Medlicott, Modified on Wed, 31 Aug, 2022 at 11:18 AM by Harriet Medlicott

Deliveries

Booking In Of Your Orders


This article runs through the process of manually creating deliveries, providing the ability to record using a blank canvas. Manually recording deliveries is really handy if you want to track deliveries and increase stock management for your User-Managed Suppliers. View the Inventory articles to learn more on User-Managed Suppliers, Products and Accounts.


Getting Started

  1. Select the Deliveries module from the left-hand navigation bar
  2. Select Deliveries List
  3. Click on New Delivery located top-right of the page
  4. Select Manually enter delivery
  5. Enter the required information
  6. Click Next

Completing Deliveries

  1. Use the Add item text field to search for selected supplier products
  2. Click on a product to add it into the delivery
  3. Ensure the delivered quantities are correct
  4. Click Save changes to finish
  5. Once saved, this will show in Deliveries and can be amended or deleted, if required


For more information on how the Deliveries module can help with stock and budget control, view the Benefits of Deliveries article. To learn how to add notes against delivered products, view the Adding Delivery Notes article.


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