How it works

1. Create and post a sale Choose the customer and warehouse. Set fulfillment to Delivery when you need a delivery receipt.
2. Open Delivery receipts or Fulfillment From the sale or the fulfillment queue, open the sale that still needs shipping.
3. Create a DR draft Enter delivered quantity per line (it can be less than ordered). Add remarks if needed, then save.
4. Release and mark delivered Release the draft, then mark delivered with the receiver’s name. Print when you need a copy.
5. Ship what’s left If Remaining is still above zero, use New DR draft. The next document is prefilled with outstanding quantities only.
6. Record the customer receipt Enter cash received, apply to open invoices, and let any remainder post as customer credit.

That’s the loop—sales, warehouse, and collections stay aligned.