Sales Order Delivery - Details

Use this form to specify details for a delivery to your customer.

Fields

Field

Description

Sales Order Delivery ID

System generated

Name

This field is automatically populated if the auto-naming/numbering option is turned on in Sales & Customers Options; otherwise, type in a unique name for the sales order delivery.

Description

Free text

Sales Order

The value from the Name field of the Sales Order with which this record is associated. If you created this sales order delivery record from a sales order, this field is pre-populated; otherwise, select the associated sales order from the drop-down list.

Delivery Date

Choose a delivery date.

Actions button

Field

Description

Create Invoice

Allows you to create a sales invoice for a completed sales order delivery record.

Automatic Inventory Allocation

Attempts to automatically assign inventory to all the unassigned sales order items.

Print Delivery Note

Prints the Delivery Note report, which shows the items that will be delivered with their pricing information.

Print Packing Slip

Prints the Packing Slip report, which shows the items that will be delivered without their pricing information.

Email Delivery Note

Creates an email with the Delivery Note report attached.

View Deliveries

You can view the deliveries made for this sales order.

View Item Status

Allows you to view a history of purchased and sold items as well as items being managed in inventory and production.