Delivery Orders

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2025.

Delivery Orders track the shipment of finished products to clients. Each delivery order can have multiple delivery operations (individual shipments).

Your Role on This Page

Admin

As an Admin, you can create and manage delivery orders. You have full control over all delivery orders and can create delivery operations for shipments.

Department Lead

As a Department Lead, you can view delivery order status. You can see upcoming deliveries and monitor their progress.

Team Lead

As a Team Lead, you can view delivery orders for your team's work. You can see deliveries that include products your team worked on.

Member

As a Member, you can view delivery orders related to your work. You can see deliveries that include products you helped manufacture.

Viewing Delivery Orders

1. Go to Production > Delivery Orders
2. Filter by status: All, Draft, In Progress, Completed, Cancelled
3. Switch between Grid and Table views
4. Search by delivery order number

Delivery Order Detail

Click a delivery order to see:

Progress Overview

• Total delivery completion percentage
• Products to deliver with required vs delivered quantities

Products Section

For each product in the order:

• Required — Total quantity ordered
• Delivered — How many have been shipped
• Remaining — How many still need to be shipped
• In Stock — How many are available in inventory

Client Information

• Contact details, phone, email
• Shipping address

Order Details

• PO (Purchase Order) number
• Expected delivery date
• PO document link
• Overall cost

Admin View

Department Lead View

Team Lead View

Member View

Creating a Delivery Operation

A delivery operation represents a single shipment within a delivery order:

1. Open the delivery order detail
2. Click Create Delivery Operation
3. Select serial numbers for each product being shipped
4. Enter the delivery date
5. Add the delivery cost
6. Upload challan and invoice documents
7. Click Submit

The system validates that the selected serial numbers are available in stock.

Delivery Operations History

Each delivery order shows a history of all shipments:

• Date of delivery
• Serial numbers shipped
• Delivery cost
• Links to challan and invoice documents

Delivery Workflow

Create Delivery Order → Create Operations (ship batches) → All Units Delivered → Mark Complete

1. Create a delivery order for a client
2. Link it to a purchase order
3. As products pass QA and enter inventory, create delivery operations
4. Upload delivery documents with each shipment
5. Order is complete when all required units are delivered

tip

You can ship products in multiple batches. Create a new delivery operation each time a batch is ready, rather than waiting for all products to be completed.