Deliver or Convert a Sales Order
Deliver or Convert a Sales Order
Overview
This guide will help you deliver or invoice authorized Sales Order quantities while preserving remaining and source status.
Muhasib updates order status/remaining quantity and can reduce stock or create a sale/customer/payment/GL effect depending on selected action.
Who can do this
You need access to Sales Order view/update/conversion, Direct Delivery or Sale Add, and nested stock/payment rights.
Before you start
Confirm order/customer, remaining quantities, stock/location/batch/serial, delivery address/date, payment terms, and status policy.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Sales Order Dashboard/Inquiry → select order → Delivery/Convert action.
Deliver or Convert a Sales Order
Step 1: Select the exact order and review prior delivery/conversion
Step 2: Enter only approved deliver/invoice quantities
Step 3: Select location, batch, and serial
Step 4: Review price/tax and customer/address
Step 5: Save delivery or finalize resulting invoice once
Step 6: Record delivery document/invoice IDs
Check your work
Compare and Confirm ordered, delivered, invoiced, returned, and remaining quantities; stock ledger; source links; customer ledger; and reports.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not convert full order when only partial delivery is approved.
- Check source/destination inquiries before retrying.