Create a Direct Delivery
How to Create a Direct Delivery in Muhasib ERP
Overview
This guide will help you record an authorized customer delivery through the Direct Delivery workflow.
Muhasib records delivery and may reduce stock/update source status. Whether it creates receivable/revenue/tax depends on linkage and must be verified.
Who can do this
You need access to Direct Delivery plus customer/item/location/batch/serial rights.
Before you start
Confirm whether delivery is standalone or linked to a Sales Order/sale, and prepare customer, address, quantities, location, batch/serial, and reference.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Direct Delivery.
Create a Direct Delivery
Step 1: Start Direct Delivery
Step 2: Select source Sales Order/active delivery sale when applicable
Select source Sales Order/active delivery sale when needed.
Step 3: Confirm customer and delivery address
Step 4: Add/confirm items and delivered quantities
Step 5: Select location, batch, and serials
Step 6: Review document date/reference/notes
Step 7: Save once and print the approved delivery document
Check your work
Compare and Confirm delivery document, source order/sale, stock ledger, delivered/remaining quantities, and absence/presence of financial entries.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not use Direct Delivery as an unverified substitute for a sale.
- Check source links before retrying.