OPEN DELIVERY ORDER (ODO)

The Open Delivery Order (ODO) module allows users to issue materials or items for purposes outside the standard sales dispatch proces.

  1. Navigate to "Logistics"
  2. Click on "Create" under "Open Delivery Order"

STEPS TO CREATE

Open Delivery Order Form

Open Delivery Order Form

  • ODO Date: Automatically set to the current date but can be changed if needed.
  • Customer Alias Name: An optional reference used for documentation purposes.
  • Description: A short explanation of why the dispatch is being made (e.g., “Sending samples to QA Lab”).
  • Issued To: Specify the person, team, or department that is requesting the stock.
  • Recipient Name: The actual receiver of the items.
  • Responsible Person: The employee overseeing or approving the dispatch.
  • ODO Type: Select the reason for dispatch from predefined categories like “Sample Issue,” “Return to Vendor,” “Stock Transfer,” etc.
  • Reason for Issuing Stock: A free-text field where users can input a more detailed reason for traceability and audit purposes.

Items Section

This section is used to list each individual item being issued. User can manually add multiple line items by clicking the Add Row button. Open Delivery Order Item Form

For each item, the following information is typically entered:

  • Item Number or Description: Select or type the relevant code or item name.
  • Item Type: Specify whether it’s a Raw Material, Finished Good, Semi-Finished Item, etc.
  • UOC (Unit of Cost): Used internally for cost tracking.
  • UOM (Unit of Measure): Such as Nos, KG, Liters, etc.
  • Unit Price: Optional field for assigning a valuation per unit.
  • Available Stock: This auto-populates based on the item and location selected.
  • Dispatch Quantity: The number of units to be issued.
  • Project Number: If this dispatch is project-related, choose the appropriate project reference.
  • Binning Location: Indicate where the stock is picked from in the warehouse.
  • Remarks: Any additional notes like “Handle with care” or “Urgent.”
  • Serial Number: Add serial numbers where applicable (especially for serialized inventory).
    • Add: Confirms the entry of that item.
  • Delete: Removes the row if not needed.

Add Row: Click this to include additional items in the dispatch list.

Save: Once all mandatory fields are filled and line items are confirmed, click this to finalize and submit the ODO.

Icons

ICONS

  • Back: Returns to the previous screen or module view.
  • Refresh: Reloads the ODO form to reflect any recent system updates or stock changes.
  • Home: Takes the user back to the main dashboard.