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Sale Delivery

Add Sale Delivery​

In PrismERP, you can add Sale Delivery based on your business requirements through two different approaches:

1. From Sale Order to Sale Delivery​

This method is used when you want to create a delivery directly from a sale order.

Steps:​

  1. Navigate to the Sale Order List.
  2. Select the specific Sale Order Number (e.g., SO-xxx) for which you want to create a delivery.
  3. Open the Sale Order Profile Window.
  4. Locate the option to Create Sale Delivery from the sale order details.
  5. Fill in the required delivery details, such as:
    • Delivery Date
    • Assigned Warehouse or Inventory
    • Quantity to be Delivered
    • Additional Notes (if applicable)
  6. Confirm and save the delivery record.

2. From Sale Invoice to Sale Delivery​

This method is used when you want to create a delivery based on an already generated sales invoice.

Steps:​

  1. Navigate to the Sales Invoice List.
  2. Select the specific Sales Invoice Number (e.g., SI-xxx) for which delivery is required.
  3. Open the Sales Invoice Profile Window.
  4. Find the option to Create Sale Delivery linked to that invoice.
  5. Provide the necessary delivery details, such as:
    • Delivery Date
    • Assigned Warehouse or Inventory
    • Quantity to be Delivered
    • Additional Notes (if applicable)
  6. Save the delivery information to complete the process.

Business Use Case​

  • From Sale Order: Use this method when delivery needs to be scheduled before generating an invoice.
  • From Sale Invoice: Opt for this method when delivery is linked to completed financial transactions.

Free Product Information​

If there are any free products included in the Sale Order or Sales Invoice due to a promotional offer, the system will display them separately in the Free Product Section of the Sale Delivery Add page.

From Sale Invoice to Sale Delivery

Sale Delivery List​

The Sale Delivery List Page is a user-friendly interface designed for efficiently managing and tracking all sale deliveries. It includes search and filtering options for quick navigation and detailed delivery insights.

Sale Delivery List

Search & Filter Options​

From the Sale Delivery List Page, you can search and filter deliveries using the following criteria:

  • Customer: Filter deliveries based on the customer's name or ID.
  • Delivery No: Search by the unique delivery number assigned to each sale delivery.
  • Branch: Narrow down the list by selecting a specific branch.
  • Status: Filter deliveries by their status (e.g., Pending, Completed, or Canceled).
  • From Date / To Date: Specify a date range to view deliveries processed within that period.

Detailed Information View​

Access Details:​

From the right corner of the page, you can view detailed information about any selected delivery.

Details Shown Include:​

  • Product Information: Names and descriptions of delivered products.
  • Delivery Quantity: The quantity of products delivered.
  • Stock Quantity: The available stock quantity in the selected inventory/warehouse.