Stock Delivery

A stock delivery lists products you plan to send to another branch.

A stock delivery does not change stock

Stock leaves your branch only when you approve a Stock Delivery Outbound. You can skip this module and create a Stock Delivery Outbound directly.

Menu: Stock Transferring › Stock Delivery

For buttons, statuses and approvals shared by all transactions, see Working with transactions.

How to create a stock delivery

Required permission

Stock Transferring › Stock Delivery › Create

1. Open Stock Transferring › Stock Delivery and click ⊕ (Add New Transaction).

2. Fill in:

   Field	What to enter
   Created For / For Location	Your branch and the location the stock will leave from.
   Request by	The user preparing the delivery.
   Deliver To / Deliver To Location	The receiving branch and its location.
   Remarks	Optional notes.

3. Choose how to add products:

   • Direct: add the products yourself.
   • From Invoice: pick a transaction in Invoice (for example a Stock Request or Purchase Inbound) and click Import.

   You can also use Copy ▾ › Import Sales Outbound in the toolbar to add products from sales outbounds in a date or sheet-number range.

4. Click Save ▾ and choose Save, Approve or Approve and Print.

How to send the stock (create a Stock Delivery Outbound)

Required permission

Stock Transferring › Stock Delivery Outbound › Create

1. In the stock delivery list, tick the approved deliveries.
2. Click the Create Stock Delivery Outbound icon in the toolbar.
3. Check the quantities and choose the Approval Status of the new outbound: Draft or, if you can approve stock delivery outbounds, Approved.
4. Click the 🧺 (create) button.

Approve the new Stock Delivery Outbound to take the stock out of your branch. See Stock Delivery Outbound.

What approval does

An approved stock delivery doesn't move stock yet: it reserves the quantities at your branch (they count in Reserved Qty and are no longer Avail. Inv), and it's the list the warehouse picks from. Stock leaves only with the Stock Delivery Outbound.

Example

The warehouse plans Monday's truck to Store 2: a stock delivery with the 48 towels requested and 24 bottles of shampoo the store didn't ask for but needs. It's approved on Friday so the goods are reserved over the weekend; on Monday the outbound is created from it.

Settings that affect this module

Your administrator can change these in Settings (see About settings). Click a section to see the choices.

Generic Settings › Stock Delivery

• Warn if inventory reaches minimum?
• Auto-print after Save?
• Set the default printout template for this transaction module
• Auto select product batch during transaction saving if none is selected

Branch Settings › Stock Delivery

• Display inventory on transaction detail?
• Price shown is based from

Other permissions for this module

Permission	Allows you to
Stock Transferring › Stock Delivery › Approve	Approve stock deliveries
Stock Transferring › Stock Delivery › Revert	Revert them back to draft
Stock Transferring › Stock Delivery › Clear Undelivered Transactions	Close deliveries that won't be fully sent
Stock Transferring › Stock Delivery › View Other Users' Transaction	See deliveries created by other users