Customers — Qty to deliver

The Customers - Qty to Deliver screen allows you to see a list of Inventory Items that are pending delivery to a specific Customer. This is useful for managing and tracking items that need to be delivered based on sales orders or invoices.

Accessing the Customers - Qty to Deliver Screen

To access this screen:

1. Navigate to the Customers tab in Manager.

   Customers

2. In the list of customers, locate the Qty to Deliver column. If you do not see this column, you will need to enable it using the Edit Columns function.

   • Click the Edit Columns button.
   • Check the box for Qty to Deliver to enable the column.
   • Save the settings.

3. Click on the figure under the Qty to Deliver column next to the desired customer.

   Qty to deliver

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Using the Customers - Qty to Deliver Screen

On the Customers - Qty to Deliver screen, you can:

• View pending deliveries: See all inventory items that need to be delivered to the selected customer.
• Create delivery notes: Easily generate delivery notes for items pending delivery.

Creating a Delivery Note for a Customer

1. In the list of inventory items, select the items with quantities other than zero by checking the boxes next to them.
2. Click the New Delivery Note button to create a new delivery note with the selected items.

Creating Delivery Notes for Multiple Customers

If you want to create delivery notes for multiple customers at once:

1. Remove the customer filter to view Qty to Deliver figures for all customers:

   • Click the X button next to the customer's name at the top of the screen.

2. Select the inventory items with quantities other than zero.

3. Click the New Delivery Note button to create delivery notes for the selected items across all customers.

Understanding the Screen Columns

The Customers - Qty to Deliver screen contains the following columns:

• Customer: Displays the code and name of the customer.

• Inventory Item: Shows the code and name of the inventory item pending delivery.

• Qty to Deliver: Indicates the quantity of the inventory item that needs to be delivered to the customer.

  • The Qty to Deliver figure is clickable. Clicking it opens the delivery ledger for the specific customer and inventory item pair, allowing you to see detailed delivery information.

Viewing the Delivery Ledger

To view the delivery ledger for a customer and inventory item:

1. Click on the Qty to Deliver figure for the desired inventory item.
2. The delivery ledger will display all transactions affecting the delivery status of that item for the customer.

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By using the Customers - Qty to Deliver screen effectively, you can streamline your inventory management and ensure timely delivery of items to your customers.