DELIVERY ORDER CREATE

This form is used to create and manage delivery orders for goods dispatched to customers. It captures essential customer details, order data, and itemized dispatch information.

  1. Navigate to "Logistics"
  2. Click on "Create" under "Delivery Order" STEPS TO CREATE

A new page will open where users can create a delivery order.

Delivery Order Form

Delivery Order Form

Customer Information

These fields capture details related to the customer receiving the goods:

  • Customer Name: Select the customer from the dropdown list.
  • Customer ID: A unique identifier for the customer; this may be auto-filled or manually entered.
  • Customer Alias Name: Internal alias or short code for the customer.

Order Details

This section captures details from the associated Sales Order:

  • Sales Order Rev No: Revision number of the linked sales order.
  • Sales Order Number: Select the existing sales order from the dropdown.
  • PO Number: Customer’s Purchase Order number.
  • DO Date: The date of the Delivery Order. Defaults to today’s date but can be changed via date picker.
  • Issued To: Name of the person or party to whom the goods are issued.
  • SO Value: Total value of the sales order.
  • Advance Value: Amount already paid by the customer in advance.
  • Balance Advance Value: Remaining advance amount yet to be adjusted.
  • Already Dispatched Value: Total value of goods already dispatched before this delivery.

  • Dispatch Value: Value of goods being dispatched in the current delivery.

  • Select "Customer Name" and "Sales Order Number" Once selected, all relevant values will auto-populate.

In the Items Section, all items linked to the chosen Sales Order will appear. Delivery Order Example

Items Section

Field Description
Customer Item Number Customer's reference number for the item.
FG Item Number Finished goods item number.
Description Description of the item.
Unit Price Price per unit of the item.
UOC Unit of Cost — used for internal costing.
UOM Unit of Measure (e.g., pcs, kg, meter).
FG Order Qty Ordered quantity of finished goods.
Order Balance Qty Remaining quantity yet to be dispatched.
Available Stock Quantity available in inventory.
Discount Applicable discount, either in percentage or amount.
Basic Amount Auto-calculated: (Unit Price × Qty) − Discount.
CGST / SGST / IGST / UTGST Applicable taxes based on region.
Net Value Final value including taxes and discounts.
Dispatch Qty Quantity to be dispatched in this delivery.
Binning Location Warehouse/storage location for the item.
Serial No. Serial numbers (if required for tracking).

Note: Binning location cannot be added if Dispatch Quantity is 0. Make sure to enter a valid quantity before proceeding.

Delivery Order Binning

Binning Details

  • Warehouse: Select from the available warehouses.

    Need a new warehouse? Click here

  • Location: Based on the selected warehouse, choose a valid location from the dropdown.

    Need a new location? Click here

  • Lot Number:
    • For FG items: Enter the Shop Order number.
    • For PP (Purchase Parts): Enter the GRIN number.
    • For Stock via Open GRIN: Use the Open GRIN number.
  • Available Qty: Displays the available quantity for the selected lot.
  • Quantity: Enter the exact quantity to be dispatched.

    Ensure this matches the Dispatch Quantity specified earlier.

Add: Click on Add once the Location is selected

Save: This button is used to save the delivery order once all mandatory fields have been entered and validated. Disabled until required fields are complete.