Create Delivery

Create a new delivery to record the physical shipment of goods to a customer. Deliveries can be created manually or generated from a Released Sales Order using the New from Order action, which copies remaining undelivered lines. All deliveries start in Draft status.

Accessing the Page

From the Deliveries list, click New Delivery, or navigate directly to /commerce/sales/deliveries/new.

To create a delivery from a Sales Order, open the released order’s detail page and click Create Delivery in the Next steps strip.

Form Overview

Section	Description
Document Header	Customer, dates, carrier, tracking, addresses, and reference fields
Line Items	Editable table of items being delivered with batch and serial numbers

A footer bar contains the Create Delivery and Cancel buttons.

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Document Header Fields

Field	Required	Type	Description	Default	Validation
Customer	Yes	Entity select	Business partner receiving the delivery	—	Must select a customer; partner on hold blocks submission
Date	Yes	Date	Document date	Today	—
Delivery Date	No	Date	Actual or planned delivery date	—	—
Currency	Yes	Select	Document currency	Company default	—
Payment Terms	Yes	Entity select	Payment terms	Customer default	—
Price List	Yes	Entity select	Price list applied to the document	Customer default	—
Contact	No	Entity select	Customer contact person	Customer primary contact	—
Billing Address	No	Entity select	Billing address	Customer default billing address	—
Shipping Address	No	Entity select	Shipping address	Customer default shipping address	—
Carrier	No	Text	Shipping carrier name (e.g., FedEx, DHL, UPS)	—	—
Tracking #	No	Text	Carrier tracking number	—	—
Sales Person	No	User select	Sales person	—	—
Reference	No	Text	External reference number	—	—
Remarks	No	Textarea	Delivery remarks	—	—
Disc %	No	Number	Document-level discount percentage	0	0–100

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Line Items

Column	Required	Description	Validation
Item	Yes	Item code	Must select an item
Description	No	Line description	—
Warehouse	Yes	Source warehouse	Must select a warehouse
Qty	Yes	Quantity to deliver	Must be greater than 0
Batch #	No	Batch number for batch-tracked items	—
Serial #	No	Serial number for serial-tracked items	—
Unit Price	Yes	Price per unit	—
Disc %	No	Line discount percentage	0–100
Tax Category	Yes	Tax category	Must select a tax category
Tax Amount	—	Computed tax	Read-only
Line Total	—	Computed total	Read-only

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Validation Rules

Rule	Behavior
Customer required	Submission blocked until a customer is selected
Payment Terms required	Submission blocked until payment terms are selected
Price List required	Submission blocked until a price list is selected
At least one line	Submission blocked if no line items exist
Quantity positive	Each line must have a quantity greater than 0
Warehouse required per line	Each line must have a warehouse selected
Tax category required per line	Each line must have a tax category selected
Partner on hold	Submission blocked if the selected customer is on hold

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Post-save Behavior

After the delivery is created:

• The delivery is saved with status Draft.
• You are redirected to the Delivery Detail page.
• A success notification confirms creation with the document number.

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Common tasks

1. Click New Delivery from the Deliveries list.
2. Select the Customer and optionally set a Delivery Date, Carrier, and Tracking #.
3. Add line items.
4. Click Create Delivery to save the draft.

Permissions & system behavior

• Creating deliveries requires Write permission on the Deliveries module.
• When creating from a Sales Order, quantities are capped at the remaining undelivered quantity per line.

Related Pages

• Deliveries — List all deliveries
• Delivery Detail — View and confirm a delivery
• Edit Delivery — Edit a draft delivery
• Sales Orders — Source orders for deliveries