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Direct Sales Delivery

Direct Sales Delivery or Direct Delivery is covered in iX ERP to bypass creating a sales order first, this will depend on your business process, this may be useful for situations where no intermediary steps, like manufacturing products or waiting for non-stock items to arrive, are needed.

The steps and requirements for creating a Direct Delivery are similar to creating a sales order or quotation. It is important to note that this operation effectively skips the standard Sales Order step and flags it as delivered with reference ‘auto’ so that it can be invoiced immediately. This may be desirable if the material is in stock and being picked up or shipped at the moment the sales order is written up (a cash pick-up order for example); however if items must be manufactured or delivery will be delayed for any reason then a standard Sales Order is required.

Note: If a Sales Order was prepared upfront create Delivery based on Sales Order. In this option, you can also search for outstanding Sales Orders.