Go to “New Delivery Order”
Select Client Name
- Choose the client Name for whom the delivery order is being created.
Select Invoice Month
- Choose the month related to the invoice.
Select Delivery Type
- Based on Invoice
- Based on Quotation
Enter Attention Name
- The name of the person receiving or overseeing the delivery.
Choose Delivery Date
- Select the planned date for delivery.
Add Item Group
- Add the group of items/products to be delivered.
Enter Amount
- Input the value of the items.
Add GST
- Include applicable GST to calculate the final amount.
Click “Submit”
- The delivery order will be created successfully.
Preview the Delivery Order
- After submission, click on “Preview” to view the full delivery order before printing or sharing.
🔍 Filter Option
- Use the Filter to select a Custom Date Range to view delivery orders created within a specific time period.
📥 Export Option
- To download the report, click on “Export to Excel”
This will generate an Excel report of all filtered or listed delivery orders.