Deliveries

A delivery is the record of a trip: what is going out, who is taking it, where to, and what happened when they arrived.

Where

Sale Transactions → Deliveries

Plan

All plans

Permission

Sales → Sale Delivery

A delivery does not move stock

The stock left when the sale was completed. A delivery is the logistics record on top of that, not a second stock movement.

A delivery never moves stock — at any stage

This is the thing to understand first. The goods left your books when the sale was completed. A delivery is a record of getting them there: who took it, where, when, and proof it arrived.

Marking a delivery Delivered moves no stock and posts nothing to your accounts. Cancelling one does not un-sell the goods either — the customer still owes for them.

How to book a delivery

1. Go to Sale Transactions → Deliveries and click to create one.
2. Under Order & recipient, pick the Sale — or Standalone (no sale). Picking a sale fills in the recipient for you.
3. Check the Recipient name and Contact.
4. Under Courier & rider, choose the Type: In-house courier, Third-party courier or Third-party partner.
5. Fill in the Delivery address — address, city, region, landmark, and a map point if you use one.
6. Set the Expected delivery date and Expected time.
7. Enter the Delivery fee. This is required — put 0 if delivery is free.
8. If the rider is collecting money, turn on Cash on delivery and enter the COD amount.
9. Save. You will see Delivery created, and it starts as Pending.

Two gaps on this form

Rider (user id) is a plain text box expecting a long internal identifier — there is no list of staff to pick from. You will need to look the rider’s ID up.

There is no vehicle field. The app has no concept of vehicles at all, so record the van or bike in the notes if you need it.

How to drive the delivery through

1. On the deliveries list, open the row menu and click Update status.
2. Pick the New status and fill in whatever it asks for:

Moving to	What you must provide
Assigned	A Rider
In transit / Out for delivery	A rider must already be assigned
Delivered	A Recipient name; you can also Attach photo as proof
Failed	A Failure reason

3. Submit.

The customer is notified automatically the first time a delivery is dispatched. A later move to out-for-delivery does not notify them again.

The proof photo is optional

Only the recipient’s name is actually required to mark something delivered. If you want photo proof every time, that has to be a rule you enforce yourself.

What the form holds

A delivery is usually raised against a sale, which fills in the recipient and address from the customer. It can also stand alone.

Field	Notes
Sale	Optional
Type	Courier, in-house, and so on
Recipient and contact
Address	City, region, landmark, and a map point
Expected date and time
Delivery fee	Required — enter zero if free
Cash on delivery	Tick it and enter the amount to collect

Every new delivery starts as pending, whatever else you do.

Moving it along

Pending → assigned → in transit → out for delivery → delivered. Failed lets you reattempt or write it off; returned and cancelled are the other endings.

Some steps insist on information before they will go through:

• You cannot put a delivery on the road without assigning a rider.
• Marking it delivered requires a recipient name, and offers a photo upload as proof of delivery.
• Marking it failed requires a reason.

Details lock once it is on the road

The address, fee and other descriptive fields can only be edited while the delivery is pending or assigned. After dispatch the record becomes history and cannot be corrected — and delivered, returned and cancelled are final.

How to settle cash on delivery

When you mark a COD delivery as Delivered, extra fields appear:

1. Enter Amount collected. The system decides from that whether the cash status is Collected or a Shortfall — you do not pick it.
2. In Bank into till session, choose an open till session — or Don’t bank yet.
3. The dialog previews “Cash status will be: …”. Submit.

Banking is what closes the loop and moves the cash to Reconciled. It can only be done once; after that the fields lock.

The rider usually cannot bank their own collection

By default the person who collected the cash is not allowed to reconcile it — a supervisor does. It also needs a separate permission of its own. A shop expecting riders to tick their own box will hit this deliberately.

The Delivery → Allow Cod Reconcile Self setting relaxes it if your shop wants that.

Things worth knowing

• Deliveries do not work offline. The whole screen needs a connection.
• Out for delivery cannot be cancelled. From there the only ways out are Delivered, Failed or Returned.
• “Permanently deleted” is not true. The confirmation says the delivery will be permanently deleted; it is actually hidden and kept.
• The menu shows on plans that cannot use it. Deliveries need the Growth plan, but the menu entry appears on lower plans too — where it will refuse with a permission error.

Related

• Selling at the till
• Roles and permissions