Phum Sales Guide

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Ship and mark a delivery delivered ​

A delivery goes through three steps:

StatusWhat it means
DraftBeing prepared. Quantities can still change
ShippedOn its way. Quantities are locked
DeliveredThe customer has the goods. They've left stock and the order is updated

Shipping is optional: if the customer collects the goods, you can mark a draft delivered straight away.

Who can do this: Anyone whose role can edit deliveries, such as Warehouse staff.

Before you start: Create the delivery.

Step by step ​

Ship the delivery ​

  1. Open the delivery and click Ship. A message says the lines will be locked.

    The ship message

  2. Click Ship. The status is Shipped, with the time under Shipped at.

Mark it delivered ​

  1. When the customer has the goods, open the delivery and click Mark delivered. For a draft delivery, it's under More.

  2. Check Delivered on: the date and time the customer received them.

    The Mark delivered popup

  3. Click Mark delivered. The status is Delivered. The goods have left stock, and the summary links to the stock move.

    A delivered delivery

  4. Open the order. On its Lines tab, each line shows how much was Delivered. The order's delivery status is Partially delivered until everything has gone, then Delivered.

    The order's Deliveries tab, partly delivered

To deliver the rest, create another delivery from the order.

Having trouble? ​

  • Mark delivered can't be undone. If the customer sends goods back, record a return on the order.
  • Ship isn't shown: the delivery is already shipped, delivered or cancelled.
  • The stock numbers look wrong: until a delivery is marked delivered, its goods are counted as Reserved in Inventory › Stock balances, not taken away.