Create Inventory Delivery Voucher

You can create inventory delivery voucher by selecting invoice or available items or Purchase order ( if "It is mandatory to select a Purchase order when entering an Inventory delivery" is activated at General Setting - Receiving & Delivery.  Purchase orders that have been approved and  status is  Completely Delivered will be selected to generate the inventory delivery voucher).

• Step 1. Create approval process for Inventory delivery voucher ( if necessary) at approval setting.
• Step 2. Go to Inventory delivery voucher menu under Inventory  from the left sidebar -> click Export slip button
  
  
• Step 3. In the Inventory delivery voucher page, fill in the required details: 
  
  
  • Document number: Automatically generated based on the configured prefix in Prefix Settings
  • Accounting date: the date this document is recorded for accounting purposes. 
  • Voucher date: the actual date the voucher is issued. 
  • Invoice: Select invoices that have not been fully delivered from inventory.
    • A single invoice can be used to create multiple delivery vouchers until all items are delivered.
    • Items from the selected invoice will auto-fill the voucher only if their available stock is greater than zero.
    • Items with zero stock will not appear and must be delivered later after restocking.
  • Customer name: Automatically filled in based on the selected invoice.
  • Receiver: Manually enter the name of the recipient.
  • Address: Auto-filled from the selected invoice.
  • Repartment: Select the requesting department.
  • Requester: Select the employee requesting the delivery – must be a registered user.
  • Sales Person: Defaults to Admin, but can be changed to another salesperson.
  • Project: Select a related project if applicable – this will be linked in the project details.
  • Type: Choose between CAPEX (Capital Expenditure) or OPEX (Operational Expenditure).
  • Invoice number: Enter or auto-filled based on selected invoice. 
  • Select item: choose an item from the dropdown list. 
  • Warehouse name: select the warehouse from which to export stock 
  • Available quantity: shows the current stock quantity in the selected warehouse 
  • Quantity: enter the quantity you want to deliver. If you selected an Invoice or Purchase Order, this field is auto-filled from that source document. Quantity must be less than or equal to the available quantity from the Inventory Delivery Voucher.
  • Sale price: enter sale price of the item. If using an Invoice or Purchase Order, this field is auto-filled from the unit price on that document.
  • Tax: select applicabl tax. If item is selected manually, tax is fetched from item’s default tax. If an Invoice or Purchase Order is selected, tax is fetched from that document.
  • Subtotal: Calculated as Quantity x Unit Price
  • Discount: discount in percentage for the line item. 
  • Discount (money): Calculated as ( Subtotal + Tax amount) x Discount (%)
  • Total payment: final amount for the line = Subtotal + Tax - Discount

Summary Section: 

• Subtotal : total amount before any discount and tax
• Total discount: combined discount amount form all item 
• Total payment: final amount payable affter adding tax and subtracting discount

Click to add the item to inventory delivery .

Click  to remove the item from inventory delivery.

• Step 4. Save inventory delivery and approve ( if there is an approval process) 
  After Inventory delivery voucher has Approved status ==> decrease inventory for products

Select the serial number in inventory delivery voucher

• Step 1. Go to Settings menu under Inventory  from the left sidebar -> Select General  -> Select Serial numbers -> Enable Product by serial
  
• Step 2. In the Add Inventory delivery voucher page, select the available item -> click  -> Select the serial number -> click Save button.
  
  
  
• If you create an inventory delivery voucher from a purchase order and sale invoice, the system automatically selects available serial numbers and prioritizes export according to FIFO. And you can only change the serial number in the edit inventory delivery voucher page.To be able to change the serial number, you need to create an approval process for the inventory delivery voucher.
  
  

Create an inventory delivery voucher when the invoice is created.

Go to menu Settings -> Receiving & Delivery tab-> check option “Create an inventory delivery voucher note when the Invoice is created: Inventory delivery voucher will be automatically created as soon as invoice is generated.