Delivery receipt
The Delivery Receipt screen is the working area for everything that ships out to customers. From here you record dispatches, approve pending deliveries, and review delivery history. It lives under the Inventory sidebar.
Open the screen
- Open Inventory in the sidebar.
- Click Delivery Receipt. The page heading reads Delivery Receipt with the subtitle Manage and approve deliveries.
The screen is split into tabs — Pending Deliveries, Pending Approvals, and Delivery History. Which tabs you see depends on your permissions.
Pending deliveries
This tab lists orders that still have stock to dispatch.
The filter row has three boxes:
- Customer — Search customers....
- Contact Person — Search CPs....
- PO Number — Search PO....
For deeper filtering, open the page header's Toggle Columns control (top right) and choose Advanced Filter (Filter by customer, CP, PO, product or date). The modal opens with six fields — Customer, Contact Person, PO Number, Product Head, Product Code and PO Date Range — pre-populated from whatever the inline bar already holds. Apply to refresh the table; the count of active filters appears as a chip above the table and clicking the chip clears all of them at once. The inline bar and the modal stay in sync, so changing a value in either surface updates the other.
A single Toggle Columns control sits in the page header (top right) and controls whichever tab's table is currently visible — drag the grip handle next to a column name to change its order. The same control hosts the Advanced Filter entry on both the Pending Deliveries and Delivery History tabs and, for users with the right permission, a Send Delivery Receipt shortcut (see Sending delivery receipts to customers).
The table includes a Current Stock column showing the firm-wide available stock for each product code in the order. This helps you quickly see which items have enough stock to dispatch without navigating to the inventory page. Stock that is zero is highlighted in red.
Each row's View button opens the order so you can record a delivery against it from there.
Pending approvals
When your firm requires approval, deliveries created by one user appear here for another to approve. Each row has a View button that opens the delivery for review.
Delivery history
This tab lists every delivery slip with status filter pills — All, Approved, Rejected — and a count of records.
When a slip covers several products, the Products and Qty columns stack one line per product, and two money columns line up alongside them:
- Cost/Unit — the per-unit price of each product, taken from the parent order.
- Total — the line value for each product (quantity × price, after any discount but before tax). Adding up the Total column for a slip matches the Total Amount shown on the delivery's own Summary card.
Prices come from the order the delivery was raised against — the delivery slip itself stores no prices — so if an order line was never priced, that line simply shows ₹0.00.
The header dropdown's Advanced Filter entry (Filter & sort by customer, CP, product or date) opens a modal with extra filters when the Delivery History tab is active. It offers:
- Customer, Contact Person, Product Head and Product Code.
- Three independent date ranges — Order Date (the parent order's PO date), Delivery Date (when the goods actually went out), and Upload Date (when the slip was recorded).
- Sort By + Direction — order the list by Upload Date, Delivery Date or Order (PO) Date, ascending or descending. The default is newest upload first.
The active count is shown next to the filter chip and you can clear it from the chip.
Approving and recording
Open a delivery from any tab to:
- Approve it (when you have permission and the delivery is pending).
- Reject it with a confirmation prompt.
- Edit your own pending or rejected entries.
- Delete pending entries you created, or rejected entries when you have permission.
- Delete an already-approved delivery, if you have the Delete Approved Delivery permission (firm admins always can). Removing an approved delivery adds its dispatched stock back; removing an approved return takes the returned stock back out — and the order's delivered status is recomputed either way. This is destructive and can't be undone, so it sits behind its own permission.
Recording a fresh delivery against an order is done from the order itself — Upload Delivery in the order's actions menu. See Sales orders.
When you upload a delivery you can attach files (challan, proof of delivery). Whether this is optional depends on your firm's settings: if the owner has set delivery receipts to require an attachment, you must add at least one file before submitting — the app warns you and the server rejects the upload otherwise. By default an attachment is required until the owner turns it off (see Firm customisation). The same rule applies to recording a return.
Deleted dispatch logs
Whenever a delivery is deleted — pending, rejected, an approved one removed with the Delete Approved Delivery permission, or a delivery swept away when its order is deleted or purged — a full snapshot is saved to a permanent audit log before it is removed. The snapshot keeps the whole delivery (customer, products, quantities, locations) along with who deleted it and when. Keeping it in a separate frozen copy means deleted deliveries disappear cleanly from your stock figures while the record stays for accountability.
On the Delivery History tab, open the top-right ⋮ menu and choose Deleted Dispatch Logs (visible to anyone who can see delivery history). The read-only window has four search boxes — Customer, Contact Person, Product Head and Product Code — and lists every deleted delivery with its deletion time, who deleted it, and the reason. View reopens the deleted delivery exactly as it was, with a banner naming who removed it. It is purely a record — there are no actions.
Common questions
Can a delivery be edited after it has been recorded?
You can edit your own pending or rejected delivery entries from the delivery's actions menu. Once approved, deliveries can no longer be edited.
Where do I record stock returned by the customer?
From the order detail screen, use Return Entry (Reverse stock received back from customer).