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Help / Product guides / Delivery / Deliveries

Deliveries

Follow each delivery from awaiting to completed.

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Statuses

The Delivery page has a tab for each status. Each delivery shows its sale ID, driver, date, customer, PO, location, type, delivery date, and amount.

  1. Awaiting: waiting to be ready.
  2. Open: ready to go.
  3. Accepted: being scanned and loaded.
  4. In transit: on the road.
  5. Completed: delivered and signed for.
The status tabs on the Delivery page

Edit a delivery

Open a delivery and choose Edit. Under Update delivery, set the Delivery method (Pickup, In house, Courier, or Interstate), the Delivery date, and the Run. Use Change status on the Delivery list to move deliveries between statuses.

The Update delivery dialog

Picking

Choose Download picking on the Delivery list to download a picking list as a PDF.

Actions for selected deliveries, including Download picking

Out-of-stock deliveries

If a delivery is on hold because some products are out of stock, choose Reallocate stock, Split sale, or Remove missing.

Other actions

A delivery also has Set best before, Lock and Unlock, Settings (courier name, tracking number, and cost), Download, Download invoice, and Cancel delivery. Cancel delivery is only available while it is Accepted or In transit.

More actions on a delivery

More than one workspace

If you work in more than one workspace, switch workspace in the sidebar to see its deliveries.