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How to create a Transaction Delivery
How to create a Transaction Delivery
Updated over a year ago

To create a Transaction Delivery, follow the steps below:

  1. Navigate to the New Delivery form in the Deliveries feature of the Transactions module;

  2. Select the delivery type; Transaction (contract) or Transaction (Order);

  3. Select the relevant Contract or Order and complete the Delivery form, filling in all mandatory fields to be able to 'Create Delivery'.


Transaction (Contract) Delivery

Transaction (Order) Delivery

Create Deliveries direct from your Contract or Order

Navigate to Transactions > Contracts > Specific Contract OR Transactions > Orders > Specific Order

You are also able to create a Delivery directly from your Contract or Order.

This can be done by:

1. Select the Contract you wish to create a delivery onto;

2. Click the Options drop down menu and select 'Create Delivery';

3. You will be sent to a new Delivery form to complete as outlined above.

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