Create outgoing delivery without sales order

If you want to ship goods without a sales order, you need to:

1. Open outgoing deliveries.

2. Click Create outgoing delivery

Customer

3. Select customer.

Or click Create partner to create a new partner.

Select a general partner if you don't want to create a business partner.

Once you've selected the customer, you can select a contact person on the customer side.

Positions

4. Click Add position

4.1. Select a product.

Only products available in stock are displayed in the product list.

4.2. Specify the product quantity.

If you want to ship goods from a specific storage place, activate the option Specify storage places.

After activating this option, you'll see a list of storage places where the selected product is located.

4.3. Click Add

Delivery information

5. Click Delivery

5.1. Select the delivery method.

Delivery

If you select the delivery method, you can specify the estimated delivery date, address, and costs.

Delivery date

This date is used as the target delivery date in the outgoing delivery.

Delivery address

Once you've selected the customer, the delivery address is automatically taken from the customer profile.

You need to specify the delivery address manually only if you have selected the general partner or the existing customer doesn't have the delivery address in the profile.

Pickup

If you have selected the Pickup method, you can specify the pickup address.

Your company address will be used as a default pickup address.

If you have an active Inventory management module, your warehouse's address will be the default pickup address.

6. Click Create to create an outgoing delivery

After the outgoing delivery is created, specific product units are reserved for it. The quantity and storage places for reserved units are displayed in the pick list.

You can choose the logic for reserving product units in warehouse management.

Properties

E-Mail

Activate the option Specify the e-mail text to set the text that will be displayed in e-mails. You can save the specified text as a template.

Contact email

This is the e-mail of your customer and is taken from the business partner details.

The e-mail status is based on the contact e-mail. If you send an e-mail to a different e-mail address than the contact e-mail, the e-mail status will not be updated.

Document

Select the language for this delivery note.

Texts

You can add texts to the outgoing delivery that will be displayed on the PDF. To add text, follow these steps:

1. Click Text at the top.

2. Select the text placement:

   • Select above to display the text before the line items.

   • Select below to display the text at the end of the document.

   • If you place the text above, you can specify a subject.

3. Enter the text.

4. Click Add.

You can also save the text as a template for future use. To do this:

1. Enter the text.

2. Click on the Save icon
3. Enter a template name.

4. Click Save

Once the template is saved, you can select it from the drop-down templates.

Printable remark

Click Add remark if you want to share additional information with your customer.

The added remark appears on the sales order and is visible to your customer.

Files

Here you can upload files related to this outgoing delivery.

To upload the file, you need to:

1. Click Files

2. Click Upload file or use Drag & Drop.