Before you start working with sales orders, you should activate this functionality in Delivrd:

  1. In the upper-right corner of any Delivrd page, hover over the Hello, username link to open a drop-down list.
  2. In the drop-down list, click Settings.

  3. On the System Settings page, select the Order fulfillment active checkbox.

  4. Click Save.

Like most types of orders, sales orders consist of two parts: header and lines. To create a new sales order header, do the following:

  1. In the navigation pane, click Outbound Processing > Sales Orders.
  2. In the upper-right corner of the Sales Orders List, click New Order.
  3. On the Order Details page, fill in the following information:
  • Reference Order: Enter the number of the order that was provided by your supplier. Each supplier uses their own order number range and numbering logic. For example, Amazon order numbers look like: 106-1129021-9005857.
  • Sales Channel: Select the sales channel from which the order came.
  • Expected Delivery Date: Estimate how long it will take for the shipment of the products to arrive. It is just an assumption, and it will be used as a reminder that certain shipments from your suppliers are due to arrive.
  • Shipping Costs: Enter the shipping costs that were paid by your customer. If you offer free shipping, leave a zero value.
  • Requested Date: Enter the date on which the customer expects the delivery.
  • In the Shipping Address section, enter the exact shipping address to properly fulfill the order.
  • Click Save.

  • Each sales order should have at least one line (or item), consisting of a product ordered, its quantity, unit price, and comments, if any.

    You can enter as many order lines as you need, so if your sales ordered several products, you can use the same order for all these lines. In general, because sales orders originate in systems outside Delivrd, an order is uniquely identified by its reference number. Besides, orders in Delivrd should be exact “copies” of orders in the originating system, both in terms of header and lines information.


    After you save the order header in Delivrd, the Add Order Line page opens automatically. On this page, fill in the following data:

    • Product: Select the record of the product that is being ordered.
    • Qty: Specify the number of items that are being ordered.
    • Unit Price: Specify the price per unit, as agreed with the customer.
    • Remarks: Add comments, if applicable.


    You can also export the list of your sales orders to a CSV file by clicking Tools > Export Sales Orders to CSV.

    To release the order directly after it has been created, click Actions > Release.


    As a result, the order will appear in the Sales Orders List with the Released status.

    If you did not add order lines after the header was created, you can do it later:

    1. In the Sales Orders List, locate your order. It should have the Opened status.
    2. Click Actions > View or Actions > Edit.

    3. Click Actions > Add Order Lines.

    If you did not release the order directly after it has been created, you can do it later:

    1. In the Sales Orders List, locate your order. It should have the Opened status.
    2. Click Actions > View or Actions > Edit.
    3. Click Actions > Release.

    You can also add packaging materials to your order:

    1. In the Sales Orders List, locate your order. It should have the Opened status.
    2. Click Actions > View or Actions > Edit.
    3. Click Actions > Add Packaging Materials.

    4. Select the packaging material, i.e. a product record with the selected Packaging Material checkbox, and specify the needed quantity.



    To issue the ordered products, do the following:

    1. In the Sales Orders List, locate your order. The order should have the Released status.
    2. Click Actions > View or Actions > Edit.
    3. Click Actions > Issue Order Products.

    4. In the Issue Sales Order Products list, click Issue Products.

    5. Under Details, enter the following information:
    • Location: If you manage your inventory at multiple locations, select the location where you should issue the products.
    • Sent Quantity: Enter the number of items that was issued.
    • Damaged Quantity: Enter the number of damaged items, if any.
    • Note: The Damaged Quantity field will be visible only if you select the Manage damaged stock checkbox in system settings.

    1. Click Save.



    After the products are issued, you can complete the order. On the Issue Sales Order Products page, click Actions > Complete Order Processing. As a result, the order will get the Completed status.



    Important: If you make a mistake in order issue quantity, for example, enter the quantity of 10 as issued quantity, complete order processing, and then find out that only 8 pieces were issued, do the following:

    1. In the navigation bar, click Products & Inventory > Inventory List.
    2. In the inventory list, locate the required inventory record, and then click Actions > Count.

    3. Update the quantity that actually exists for this product and, if inventory is managed at multiple locations, for the same product-location combination.