The Delivery module manages the fulfilment of confirmed Sales Orders within the ERP system. It enables authorised users to create, manage, and process deliveries by picking inventory, packing goods, and posting dispatch information until the shipment is successfully delivered to the customer.

A Delivery is typically created from a confirmed Sales Order, carrying forward customer, shipping, and order information to streamline fulfilment. The module provides complete visibility into warehouse operations and tracks the delivery lifecycle from Pending to Delivered.

Purpose

The Delivery module enables your organisation to:

• Create deliveries from confirmed Sales Orders.
• Manage warehouse picking and packing activities.
• Record shipment and carrier information.
• Track dispatch and delivery status.
• Support partial and complete deliveries.
• Maintain shipment traceability.
• Convert completed deliveries into Billing & Invoice documents.
• Improve warehouse and logistics efficiency.

Navigation

Sales → Delivery

Key Features

The Delivery module provides the following capabilities:

• Delivery creation from Sales Orders
• Automatic order data population
• Warehouse picking management
• Packing management
• Dispatch processing
• Shipment and carrier tracking
• Batch and serial number recording
• Inventory allocation
• Delivery status tracking
• Delivery confirmation
• Billing conversion
• Search, filter, and delivery history

Screen Overview

The Delivery screen enables users to create and process customer deliveries by referencing a Sales Order, recording shipping information, completing warehouse operations, and managing dispatch.

The Delivery transaction is organised into multiple sections.

Section	Description
Delivery Information	Captures delivery details such as Delivery Number, Delivery Type, planned delivery and dispatch dates, delivery priority, and status.
Receiving Party	Stores customer, contact person, delivery address, and receiving information.
Shipping & Carrier	Captures carrier, shipment number, tracking number, freight details, and shipping information.
Organisation Details	Stores business unit, warehouse, shipping point, and organisational information.
Other Information	Stores remarks, attachments, references, and additional delivery notes.
Items Area	Contains Line Items, Picking, Packing, Dispatch, and Documents sub-tabs used during fulfilment.

Data Model

The Delivery module uses a header-and-line structure. The Delivery Header stores shipping and fulfilment information, while the line items capture the products being picked, packed, and dispatched against the related Sales Order.

Delivery Header

The Delivery Header stores the overall delivery information and is uniquely identified by a system-generated Delivery Number. When a Sales Order is selected, customer and order information is automatically populated into the delivery record.

Information Stored

Category	Information
Delivery Identification	Delivery Number, Delivery Type, Status
Sales Reference	Reference Sales Order
Customer Information	Ship-To Customer, Customer ID, Contact Person
Delivery Details	Planned Delivery Date, Planned Dispatch Date, Actual Dispatch Date, Delivery Priority
Shipping Information	Delivery Address, Carrier/Forwarder, Shipment Number, Tracking Number
Organisation Details	Business Unit, Warehouse, Shipping Point
Audit Information	Created By, Created Date, Updated By, Updated Date

Delivery Line Items

Each Delivery contains one or more line items representing the products being fulfilled.

Each line records warehouse and shipping activities including:

• Product information
• Ordered quantity
• Picked quantity
• Packed quantity
• Dispatch quantity
• Batch or Serial Number
• Inventory Unit
• Warehouse Bin/Location
• Handling Unit
• Packaging Type
• Dispatch details

These records ensure complete inventory traceability throughout the fulfilment process.

Entity Relationship

Delivery
│
├── Sales Order
├── Customer
├── Delivery Information
├── Shipping Information
├── Line Items
│     ├── Picking
│     ├── Packing
│     └── Dispatch
├── Documents
└── Attachments

The Delivery transaction references a Sales Order and acts as the operational document for warehouse execution before generating Billing and Invoice documents.

Status Lifecycle

A Delivery progresses through the following statuses:

Status	Description
Pending	Delivery has been created but warehouse processing has not started.
In Progress	Picking and/or packing activities are underway.
Dispatched	Goods have been dispatched through the Post Dispatch process.
Delivered	Delivery has been confirmed as received by the customer.

The overall delivery status is automatically derived from the Picking, Packing, and Dispatch activities and cannot be updated manually.

How It Works

The Delivery process generally follows these steps:

1. Navigate to the Delivery module.
2. Create a new Delivery.
3. Reference an existing confirmed Sales Order.
4. Review the pre-populated customer and order details.
5. Complete Delivery Information, Receiving Party, Shipping & Carrier, Organisation Details, and Other Information.
6. Save the Delivery, which is initially created with a Pending status.
7. Record Picking information, including quantities and inventory details.
8. Record Packing information, including handling units and packaging details.
9. Post Dispatch to issue goods and update dispatch status.
10. Confirm delivery receipt.
11. Convert the completed Delivery into Billing & Invoice.

Business Benefits

Using the Delivery module helps organisations to:

• Improve warehouse efficiency.
• Standardise picking, packing, and dispatch activities.
• Maintain inventory traceability.
• Improve shipment visibility.
• Reduce fulfilment errors.
• Support carrier and shipment tracking.
• Provide complete delivery history.
• Accelerate the order-to-cash process.

Best Practices

• Always create Deliveries from confirmed Sales Orders.
• Verify customer and shipping information before processing.
• Record accurate picking quantities and inventory locations.
• Capture batch and serial numbers where applicable.
• Complete packing before posting dispatch.
• Record shipment and tracking details for customer visibility.
• Confirm delivery after successful receipt by the customer.
• Convert completed Deliveries into Billing & Invoice to maintain complete document flow.

Next Steps

The Delivery module includes the following functional areas, each documented separately in the User Guide:

1. Delivery List
2. Create Delivery
3. Edit Delivery
4. View Delivery
5. Picking
6. Packing
7. Dispatch
8. Delivery Confirmation
9. Convert to Billing & Invoice

Each section explains its purpose, available fields, and the steps required to create, process, dispatch, and complete customer deliveries within GEMS ERP.