Go to the ‘Inventory’ tab, and click ‘Deliveries'
When you see the deliveries list show, click the "New Delivery" button
Once you have loaded the new delivery tab, you will see a new page outlining the key inputs to create a new delivery:
As displayed in the sample (above) you can enter:
- Supplier: Type & search for the supplier that this delivery is associated with
Date: The date of stock delivery
Supplier Reference: A custom reference you can give for this delivery (optional)
Product Delivery Number: Automatic incremented number for each new order
Important notes when creating a delivery: * If you are delivery batch products, that come with several different batch numbers, split these into separate lines for each respective batch & quantity - you can then assign the suitable batch details once you receipt these * When you select SKU's, these are not automatically filtered by the supplier you have selected for the delivery. Ensure you select the correct SKU's for that supplier
5. At least one line item is required for a sale quote, you can enter for each line:
SKU: Stock keeping unit / product code reflecting product in this delivery
Description: Basic description of the line item to be delivery
Unit Price: The price charged by the supplier for the specific line item
Quantity: The number of units to be delivered for the specific line item
Discount %: The unit price percentage discount to apply to the ‘Unit Price’ colum
6. Enter any additional notes to go on the delivery
7. Once the line(s) have been entered, you can then finish the order by pressing:
‘Save & Park’ - Saves the delivery as a 'draft' - nothing is fulfilled at this stage
‘Complete’ - Saves and completes the delivery - you may then need to complete the fulfillment in the preceding step
