Deliver and invoice
Delivering changes an order from a quoteable commitment into shipped history. It consumes inventory, records shipped quantities, and can be followed by a bill of lading preview or an invoice push to the connected accounting provider.
Before you deliver
Section titled “Before you deliver”Delivery is consequential. Shipped quantities are recorded per line, shipped lines cannot be reduced below what has already shipped, and lines with shipped quantity cannot be removed. After anything ships, deletion is blocked to preserve inventory and accounting history.
1. Open the delivery control
Section titled “1. Open the delivery control”Open the sales order and use the delivery status control in the header, or use the Delivery cell from the orders list. Choose:
| Option | Result |
|---|---|
| Not shipped | Current state when nothing has shipped. |
| Partially shipped | Opens the delivery dialog for selected quantities. |
| Shipped | Opens the delivery flow for remaining quantities. |
If the order is already shipped, the control is disabled.
2. Choose quantities and location
Section titled “2. Choose quantities and location”For partial delivery, the dialog is titled Deliver items from {orderNumber} and shows each shippable row with Quantity to deliver and Quantity left available. Quantity inputs are capped at the remaining quantity.
Choose one Ship from location for the delivery. A full delivery in a single-location organization can submit in one step. Multi-location delivery asks for the ship-from location.
If the delivery would oversell, the app shows the shortage and changes the confirmation to Deliver anyway. Confirming allows negative stock; canceling lets you replenish first.
3. Review the resulting state
Section titled “3. Review the resulting state”Delivering some, but not all, quantities moves the order to Partially shipped. Delivering the remaining quantities moves it to Shipped, sets the stored status to done, and stamps shippedAt.
Once shipped quantities exist, the card separates remaining lines from read-only shipped lines.
If the customer accepts the partial delivery as final, open the order menu and choose Cancel remaining items. Shipped lines stay in history, the unshipped remainder is cancelled, demand is released, the order closes as shipped history, and shippedAt is not changed. The action is blocked if the order has already been pushed to accounting or still has linked open manufacturing work.
4. Preview the bill of lading
Section titled “4. Preview the bill of lading”Open the order menu and choose Bill of lading. Choose the quantities for the load, then select View BOL to open the PDF in a browser tab.
The BOL is a preview document. It does not deliver stock, create a shipment record, save a BOL template, or change accounting. On open orders, quantities are capped at what remains to deliver. On shipped orders, quantities are capped at what actually shipped, with older shipped records falling back to the remaining non-cancelled quantity when no shipped quantities were recorded.
The PDF uses a straight bill of lading short-form layout. It fills the shipper, consignee, order and invoice reference, contact, notes, and selected load quantities from the order, and leaves carrier, trailer, seal, SCAC/PRO, package, weight, HM, NMFC, class, declared-value, COD, freight terms, and signature fields ready for the carrier and shipper to complete.
5. Send the invoice
Section titled “5. Send the invoice”When an accounting provider is connected and ready, open the order menu and choose Send invoice to {provider}. The app can send to the active connected provider, including Xero or QuickBooks depending on the organization’s setup.
The invoice push is tracked through provider sync state, including pending, pushed, and failed outcomes. Failed pushes can be retried. Delivery and manual invoice push are separate actions, although a completed shipment can also trigger provider sync when automation is enabled. Orders closed with Cancel remaining items cannot be pushed until shipped-only invoicing is supported.
Margin after delivery
Section titled “Margin after delivery”Before delivery, margin uses estimated unit cost. After delivery consumes actual lots, the order can report actual cost and actual margin for shipped lines. See Pricing, discounts and margin.