What this screen is for
A delivery order is the paperwork that goes out with the goods. It states what is being dispatched and to whom. It is not a tax document, it creates no receivable, and it does not move stock — only an invoice does that. The list shows the delivery order number, customer, date, amount and status.
When to use it
Raise one when goods leave your premises, either by converting a quotation, estimate or sales order, or from an invoice you have already issued. That last route is the one place the sales flow runs backwards, and it exists for businesses that bill first and dispatch afterwards. A delivery order can then be converted to a proforma invoice or an invoice for billing.
What you see on this screen
The cards read Total Value, Delivery Orders and Customers — no Paid, Pending or Overdue, since nothing can be owed on a delivery order.
- Delivery Order # — the number on the note; click it to open.
- Customer — who the goods are going to. A Different ship-to flag appears here when the delivery address is not the billing address, which on this document matters more than on any other.
- Date — the dispatch date, with how long ago the document was created below it.
- Due Date — the due date held on the document.
- Amount — the value of the goods listed.
- Status — see below.
- Actions — view, edit, print, and a menu that also offers the companion prints a dispatch needs, such as a delivery note, a combined invoice and packing list, and carton markings, along with download, duplicate, email, WhatsApp and history.
Filters and actions
Search by delivery order number, customer name or email. Show Filters adds Status, Customer, Payment Status, Delivery Order Date Range, Salesperson, an item search and an amount range, with Sort By and a direction toggle. Chips cover Overdue Only, Show Deleted and Newest or Oldest first. Tick several rows and Print selected to produce one PDF for a day's dispatches, or use Bulk print to print everything matching the filters — the usual way to print a date's notes in one go.
Status values
- Draft — prepared but not issued.
- Sent — issued with the goods.
- Viewed — the customer has opened it.
- Accepted — acknowledged by the customer.
- Rejected — refused.
- Expired — lapsed.
- Converted — already billed through a proforma or invoice.
- Cancelled — withdrawn.
Related
- Sales Orders
- Sales Invoices — the document that moves stock and creates the debt
- Trips — the lorry runs that carry the goods