Deliveries

Overview

The Deliveries module allows you to track and manage all deliveries created against sales orders in the system.

Deliveries can be created manually through the interface or through API Interface

Deliveries Table

The deliveries page displays a comprehensive table of all deliveries in the system with the following key information:

Deliveries can be created manually through the interface.

Table Columns

  • Delivery No. - Unique identifier for the delivery (format: DO0000XXX)
  • Order No. - Reference to the original sales order (format: SO0000XXX)
  • Company - The trading establishment associated with the delivery
  • Order Delivery Date - Scheduled date for delivery
  • Date Created - When the delivery was generated in the system
  • Delivery Type - Method of delivery (e.g., Standard - Home (2 Day))
  • Quantity Delivered - Number of items in the delivery
  • Sync Status - Indicates if the delivery has been synchronized with SAP

Delivery Details

Deliveries Details

The delivery details page can be accessed by clicking on any Delivery No. in the deliveries table. This page provides a comprehensive view of a specific delivery and is divided into several sections:

Header Information

  • Delivery Number (e.g., DO0000001) - The unique identifier for the delivery
  • Order Code - Linked reference to the original sales order
  • Client Order Ref - Customer's reference number for the order

Delivery Information

Contains essential delivery details including:

  • Company - Trading establishment handling the delivery
  • Delivery Date - Actual date of delivery
  • Expected Delivery Date - Originally planned delivery date
  • Remarks - Additional notes or comments about the delivery

SAP Posting

Shows the synchronization status with SAP system:

  • Status - Current sync status (e.g., "Not Synced", "Synced")
  • Sync Date - When the delivery was last synchronized
  • Delivery Document Entry - SAP document entry reference
  • Delivery Document Number - SAP document number

Items Table

Deliveries Details

Displays the products included in the delivery:

  • Item Code - Unique identifier for the product
  • Description - Product name and details
  • Model Code - Manufacturer's model number
  • QTY - Quantity of items
  • Warehouse Code - Source warehouse location

Serial Number Table

in case the item is tracked by serial number, the serial number table will be displayed, with the serial numbers selected for each item in the delivery.

Deliveries Details

Actions

  • Sync Delivery to SAP button - Located in the top-right corner, this button allows users to manually trigger synchronization of the delivery data with the SAP system. This action is typically used when the automatic sync has failed or needs to be re-triggered.

Important: The availability of actions and the button itself is determined by user permissions. Not all users will have access to view or execute all options. The actions displayed are filtered based on the user's role and assigned privileges within the system.

Creating Deliveries

Important: The ability to create deliveries is permission-based. Not all users will have access to create deliveries. Access is determined by the user's role and assigned privileges within the system.

Deliveries can be created through two methods:

1. Web Interface

From any sales order, you can create a delivery by clicking the "Create Delivery" button under the Actions Dropdown in the top-right corner of the order details page.

Create Delivery Button

The create delivery form includes:

  • Delivery Date - Required field to specify when the delivery should occur
  • Remarks - Optional field for any delivery-specific notes
  • Items Table - Lists all items from the sales order, where items can removed, or have delivery quantities set.

Create Delivery Form

Managing Items

  • Delivery Quantity can be set for each item in the "DELIVERY QTY." field (default is the ordered quantity).
  • Items can be removed from the delivery using the red X button in the Actions column.
  • For serialized items, a barcode icon button will appear in the Actions column. Clicking this button will open a modal to enter the serial numbers for the item.

Delivery Items Management

Managing Serial Numbers

In order to add serial numbers to a delivery for serialized items:

  1. Click the barcode icon to open the serial number modal
  2. Enter the serial number and press Tab to add it
  3. The serial number will appear in the table below the input field
  4. Click "Save Serial Numbers" to confirm

Serial Number Modal

Adding Serial Numbers

The selected serial numbers will then be displayed in the delivery create screen. Serial numbers can be removed after being added to the delivery by clicking the red X button in the Serial Number column.

Serial Numbers in Delivery

Important Note: Serial numbers are validated against warehouse availability and quantity. If a serial number is invalid or unavailable, an error message will be displayed.

2. API Interface

Deliveries can also be created programmatically through our API. For detailed information about the API endpoints and requirements, please refer to the API Documentation.