Inventory delivery vouchers
Create delivery records manually or from invoices, validate quantity, approve, email, print, reverse and reconcile cancellations.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Use the inventory delivery voucher register
Search, filter and manage goods deliveries.
Create an inventory delivery voucher
Select client or destination, warehouse, date and delivered items.
Complete delivery voucher header fields
Enter recipient, warehouse, dates, note, reference and delivery information.
Add delivery item lines
Choose items, available quantities, prices, serials and source warehouse.
Check quantity while building a delivery
Use the live and submit-time stock checks before saving.
Edit an eligible delivery voucher
Update a delivery while its status and stock state permit it.
Create a delivery automatically from an invoice
Use the after-invoice-added flow when automatic goods delivery is enabled.
Copy an invoice into a delivery voucher
Select a supported invoice and load its lines and customer details.
Use the invoice goods-delivery tab
Open linked inventory delivery information from the invoice view.
Update linked delivery after an invoice edit
Understand how the after-invoice-updated hook synchronises the goods delivery.
Understand stock effects when an invoice is cancelled
Verify the linked delivery and inventory adjustment triggered by invoice cancellation.
Understand stock effects when an invoice is restored
Verify the linked delivery and inventory update triggered by unmarking cancellation.
View a delivery voucher
Review recipient, lines, totals, approvals, serials, attachments and activity.
Download a delivery voucher PDF
Generate the stock-export PDF with configured branding and item details.
Email a delivery voucher
Send the generated delivery document through CRM email.
Select the customer primary contact
Load the primary contact used for delivery communication.
Change delivery status
Use the supported status action and verify linked shipment state where applicable.
Submit and approve a delivery voucher
Apply configured approval rules before stock is finalised where required.
Revert a delivery voucher
Reverse the stock effect through the dedicated revert action.
Delete an eligible delivery voucher
Delete only where permission and linked stock rules permit.
Relate a task to an inventory delivery
Select Inventory Delivery as the task relationship and choose a delivery.
Configure automatic receipt and delivery creation
Enable supported automatic document creation settings.