How to deliver goods in one step

With the one-step flow, a delivery order moves goods from the stock location of the warehouse straight to the customer. Create it in Inventory ‣ Operations ‣ Transfers ‣ Deliveries, check that it is Ready, then open it and click Validate: the delivery becomes Done and the quantities leave your stock. One step is the default flow of every warehouse.

Who	Users with the Inventory User access right.
App	Inventory ‣ Operations

Before you start

• Install the Inventory app.

• The warehouse delivers in one step. This is the default; if you changed it, see How to choose the delivery flow of a warehouse.

• Have the products in stock in the warehouse. If you also install the Sales app, Viindoo creates the delivery order when you confirm a sales order.

How do I set a warehouse to deliver in one step?

1. Turn on Multi-Step Routes (see How to choose the delivery flow of a warehouse).

2. Go to Inventory ‣ Configuration ‣ Warehouse Management ‣ Warehouses and open the warehouse.

3. On the Warehouse Configuration tab, choose Deliver (1 step) under Outgoing Shipments, then click Save.

How do I create a delivery order?

1. Go to Inventory ‣ Operations ‣ Transfers ‣ Deliveries and click New.

2. Choose the customer in Delivery Address and check that Operation Type is the Delivery Orders type of the right warehouse. Viindoo fills in the stock location of the warehouse and the customer location.

3. On the Operations tab, click Add a line, choose the product and enter the Demand.

4. Click Mark as Todo. If the stock covers the demand, the delivery becomes Ready and the products are reserved. If not, it stays Waiting: click Check Availability after the products arrive.

If you also install Sales, confirm the sales order instead: Viindoo creates the delivery order linked to it, and you open it with Delivery on the order.

How do I validate the delivery order?

1. Go to Inventory ‣ Overview and click To Deliver on the Delivery Orders card of the warehouse. You can also use Inventory ‣ Operations ‣ Transfers ‣ Deliveries.

2. Open the delivery order, check the Quantity of each line and click Validate.

If you deliver less than the Demand, Viindoo asks whether to create a backorder: click Create Backorder to deliver the rest later, or No Backorder to close the delivery.

Note

The first time you validate a delivery order for a customer who has a phone number, Viindoo asks you to confirm the text message it sends to the customer. Click Confirm to continue, or Disable SMS to stop sending text messages (see Text Confirmation in the Inventory settings).

What should I see after I validate?

The delivery order changes from Ready to Done, and the quantities you delivered leave the stock location. Check the new stock in Inventory ‣ Reporting ‣ Stock.

Which fields matter on a delivery order?

Field	Effect	If wrong or empty
Delivery Address	The customer. It is printed on the delivery slip.	The delivery slip has no address.
Operation Type	Decides the warehouse, the number of the delivery (for example WH/OUT/00001) and the default locations.	Goods leave a warehouse you did not expect.
Source Location	Where the goods are taken from: the stock location, or a sub-location.	Viindoo reserves goods from the wrong place, or none.
Demand and Quantity	Demand is what the customer ordered; Quantity is what you reserve and deliver.	A smaller Quantity opens the backorder window when you validate.

Common errors

Message	What to do
You can’t validate an empty transfer. Please add some products to move before proceeding.	Add at least one product line to the delivery order.
Transfer trouble alert! Validating a zero quantity transfer? You’re not moving invisible goods around are you? Set some quantities and let’s get moving!	The delivery is Waiting because the stock does not cover it, so nothing is reserved. Receive the products and click Check Availability, or enter the quantity you really deliver.
You need to supply a Lot/Serial number for products …	The product is tracked by lot or serial number. Choose the number on each line before you validate.

Next steps

• How to deliver goods in two steps (pick, then deliver): pick goods into an output area before you ship.

• How to return goods: take back goods the customer returns.