Note: This feature is only available to premium customers in our early adopter program (EAP). Please fill out this form if you’re interested in joining the early access program.
To update a delivery, it must be in an “active” or “draft” status, and it can’t have been saved to an external platform.
If it meets those criteria, when viewing a delivery you can:
Update the warehouse, expected date, reference, status, and other settings
Add/remove shipping and handling
Split the delivery
Detach the delivery, converting it to a purchase order
Receive inventory against the delivery
You can’t update the vendor, custom fields or payment terms as they’re set at the purchase order level.
Updating delivery settings
When viewing a delivery, you can update the following fields by clicking “Settings”:
Destination and replenishment warehouse
Expected date
Order status
Reference# and extra reference
Shipment method and shipment date
Delivery and billing addresses
Adding shipping and handling
Shipping and handling is added to each delivery independently, and the total is summed on the multi-delivery purchase order.
To add shipping and handling, click Actions > Add shipping and handling.
Splitting a delivery
Sometimes you may need to split a delivery into smaller deliveries. The process is similar to splitting a purchase order.
When viewing a multi-delivery purchase order:
Open the delivery by clicking its reference in the “Delivery reference#” column
Click “Split delivery” on the top-right hand side of the page
Enter the new delivery details (reference, warehouse, and expected date)
Specify the items and quantities to split
Click “Create delivery”
The split quantities you specified are added to a new delivery and the remaining quantities stay on the original delivery.
Detaching a delivery
Detaching a delivery converts it into a purchase order, breaking its link with the original multi-delivery purchase order.
To detach a delivery, click Actions > Detach.
Receiving inventory against a delivery
Receiving inventory against a delivery follows the standard receiving workflow. Learn more about receiving inventory here.
Like a standard purchase order, you can partially receive a delivery. Therefore, one multi-delivery purchase orders may have many deliveries which have many inventory receipts in turn.
Once you’ve received inventory, you can push inventory updates to external platforms like Shopify. Learn more about pushing updates for deliveries here.