Delivery Events

Delivery Events


Delivery Events are generated from sales/work orders.  When product is available or when the customer requires the product(s), a delivery event is generated from the work order to ship the goods.  A delivery event is also created for pick up so the system knows that the product has left the warehouse.  The product is removed from your inventory when the delivery is created.  A work order can have multiple delivery events.  

To create a Delivery Event;
  1. Go to the work order
  2. Click on Generate Delivery 
  3. Select the products and quantities being "delivered" and click save
  4. Click on Lineage and click Delivery #
  5. Preview/Print/Email Delivery document for processing
Interactive Demo: Generating a Delivery 

Delivery Stages
  1. Open - all products on delivery have not been invoiced, including Sub Status that will appear on the Delivery grid.
    1. Ready to Deliver
    2. In Transit  
    3. Ready for Pickup
    4. Delivered
  2. Cancelled - cancels delivery and returns allocated product to inventory
  3. On Hold - places delivery on hold status.  
  4. Close - delivery events will be closed when all line items have been invoiced or manually closed.












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