Delivering Products

View - Warehouse - Warehouse - Orders, not delivered

An expedient way of delivering products is by clicking Deliver Products in the Product & Warehouse focus area. If you choose this method, you will be able to choose from a list displaying Order number and contact Name.

You also have the possibility to deliver products via the warehouse module, from the Orders not delivered window. This method gives you more detailed information regarding order lines as well as shortcuts to any existing purchase reservations and the purchase wizard.

How to deliver products

Go to View - Warehouse - Warehouse - Orders, not delivered.
Select an order at the top of the window for which you will withdraw one or more items from the warehouse to deliver to the customer.
Click Deliver products.
Change the figure under To be delivered if not all of a product is to be delivered from the warehouse. If all available products are to be delivered, click Update all available products with 'to be delivered' to automatically adjust the figure in the To be delivered column. If not all products in the order are to be delivered, a backlog is created when the order is invoiced.
You can select one or more pick lists and packing lists for printout if required. Adjust the date for Picked, Packed and Sent if they do not have the current date.
Click Print and update warehouse.

The stock and 'to customers' are automatically adjusted.

If you are delivering a product marked as Required serial number for receiving goods and withdrawing goods in the Settings in Product
Register tab and you have selected Serial number must be picked manually in Company settings for Product/Warehouse handling, a screen will appear in which you have to select the unit (serial number) of the product that is to be delivered.

Tip! You can register the delivery of products in an order and print the related reports Pick list and/or Packing list. This is an alternative to updating stock and printing reports from the Sales and Invoicing module.

Tip! If a customer has exceeded their credit limit, you will not be able to deliver any products to them. The outstanding payments must be reduced first, or the credit limit will need to be expanded on the contact card.