Delivery
Deliveries between physical locations, including intermediary transport locations.
Note: can also be accessed from the Delivery Module: Create delivery
Step 1: To navigate Inventory
On Pulse 2.0 click the 9 dots on the top right part, and you’ll see the inventory icon.
Step 2: To navigate to Stock Move page
If user is in the right location, just click the Stock Moves button
Step 3: To move the stock (Delivery),
The user is required to fill out the form.
Move Type : “Delivery”
Select Origin and Destination - between physical locations
Select transport provider - The user is able to select the transport for the delivery from the list of all transport type locations on the transport provider
Comment is optional.
To add the product , just click the “Add product” button, search for the product, and it will show up in the dropdown list
Product ID and Legacy product code (if any) will automatically fill in.
Qty - just key in the number or the up/down arrow
Type - if it’s for “for sale, returned, or replacement out
Click Save, and a message will appear: “You are about to move stock. Are you sure you want to continue?”. Just click confirm if all is well and cancel if there is a need to revise before saving.
A delivery ID number will be created once confirmed, and the user will be directed to the delivery module.
The user can use this article, View a list of deliveries to check the delivery ID number.
Step 4: To dispatch the inventory “delivery” stock moves
The process is the same as Received & dispatched deliveries and user can refer to this article to know the process of dispatching and receiving the deliveries.
Step 5: To receive the inventory “delivery” stock moves
After dispatching it, the user can receive the delivery. The process on how to do it can also be found in this article Inbound delivery (Received delivery) as they have the same process.
NB: When the driver brings stock which is not equal to the one in the system and does not bring the dispatched delivery to the destination, the recipient will have to cancel the delivery
Step 6 : Inventory checked after completing the Delivery stock moves.
Inventory before Move Stock
Inventory after Move Stock
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