Delivery

Access

• Route: /delivery
• Permission: delivery.view
• Module: Delivery (add-on; missing module shows plan upsell)
• Offline: not available

Sidebar children

• Runs

You can

• Work tabs: Open, Accepted, In transit, Completed
• View delivery; download delivery note, picking slip, and invoice
• Edit, change status, Send proof, generate route (≥2 selected) with delivery.update
• Toggle lock with delivery.lock (blocked for restricted role role_id 5)
• Scan flows may use delivery.scan.strict / delivery.scan.easy

You cannot

• Open Delivery without the Delivery module and view permission
• Edit rows from the Completed tab list action
• Lock as role 5 even with lock permission
• Rely on row-menu Delete (shown disabled); delete requires delivery.delete where enabled in bulk UI
• Use Delivery offline

How to

Switch stages

• Use the Open / Accepted / In transit / Completed tabs above the list to filter by status.

View a delivery

• Click a row (or row menu → View) to open its detail page: customer, sale, PO, shipping address map, delivery date/type, run, courier/tracking, cost, notes, accepted-by signature/photos, and product timeline.

Edit a delivery

• Select row(s) on any tab except Completed → Edit (list action), or open a delivery and use the Edit action → set delivery method (Pickup/In house/Courier/Interstate), delivery date, and run → save.

Change status

• Select row(s) → Change status dropdown → choose Open, Accepted, In transit, or Completed. From the detail page use Complete instead (in transit → completed).

Send proof

• Select row(s) → Send proof, or open a completed delivery and use Send delivery proof.

Download documents

• Select row(s) → Download (delivery note), Download picking (picking slip), or Download invoice. The row menu offers the same for one delivery.

Generate a route

• Select two or more rows → Generate route to open an optimised multi-stop route in Google Maps built from each stop's shipping address.

Toggle lock

• Select row(s) → Toggle lock (hidden for role 5), or use Lock/Unlock on the detail page. Locking is only offered while a delivery is open or hold, unless already locked.

Handle stock shortfalls

• If a delivery is on hold for insufficient stock, use Reallocate stock, or (when some products can still be fulfilled) Split sale / Remove missing from the detail page banner.

Set best before / allocate lots

• On an accepted delivery, use Set best before to assign lot(s) and best-before date(s) to each product until the allocated quantity matches what's required.

Other detail actions

• Settings — set courier name, tracking number, and delivery cost.
• Cancel delivery — marks the delivery as failed (not available for Open or Completed).