To configure Receiving & Delivery settings, navigate to:
📌 Settings Menu → Inventory Module → General Settings → Receiving & Delivery Tab
The settings in this tab apply to:
- Inventory Receiving Voucher Menu
- Inventory Delivery Voucher Menu
1. Allow Deletion of Approved Inventory Receipts & Delivery Vouchers
This setting determines whether approved Inventory Receiving Vouchers (IRV) and Inventory Delivery Vouchers (IDV) can be deleted.
✅ If enabled:
- The Delete option will be available for approved inventory receipts and delivery vouchers.
- Deleting an Inventory Receiving Voucher will decrease the inventory quantity.
- Deleting an Inventory Delivery Voucher will increase the inventory quantity.
- The transaction history in the Inventory History menu will also be deleted.
❌ If disabled:
- The Delete option will be hidden in the Inventory Receiving Voucher and Inventory Delivery Voucher menus.
- Approved vouchers cannot be deleted.
2. Export Method: FIFO (First In, First Out)
- The system follows the FIFO (First In, First Out) method.
- Items that were stocked first will be delivered first.
3. Inventory Receiving Voucher Settings
These settings determine how inventory receipts are generated when a purchase order (PO) is approved.
Option 1: Auto-Generate Inventory Receipt & Assign Warehouse
- ✅ If enabled → The system automatically creates an Inventory Receipt when the Purchase Order (PO) is approved and assigns it to a selected warehouse.
Option 2: Auto-Generate Inventory Receipt Without Warehouse Assignment
- ✅ If enabled → The system automatically creates an Inventory Receipt when the Purchase Order (PO) is approved, but no warehouse is assigned.
Option 3: No Auto-Generation of Inventory Receipt but Assign Warehouse
- ❌ If disabled, but a warehouse is selected → The system does not automatically generate an Inventory Receipt.
Mandatory Purchase Order Selection for Inventory Receipt
- ✅ If enabled → The Purchase Order field in the Inventory Receiving Voucher form is mandatory and marked with an asterisk (*).
4. Inventory Delivery Voucher Settings
These settings define how inventory delivery vouchers are generated when invoices are created or canceled.
Auto-Generate Inventory Delivery Voucher from Invoice
- ✅ If enabled, when an invoice is created, the system:
- Automatically generates a Goods Delivery Note (GDN).
- Automatically approves the delivery note.
- If the item's inventory = 0, the system does not create a delivery voucher.
Auto-Delete Delivery Voucher When Invoice is Canceled
- ✅ If enabled, when an invoice is canceled, the system automatically deletes the corresponding Inventory Delivery Voucher.
- To cancel an invoice:
📌 Navigate to Sales → Invoices → View Invoice Details → Click More → Mark as Canceled.
Auto-Recreate Delivery Voucher When Invoice is Unmarked as Canceled
- ✅ If enabled, when an invoice is restored (unmarked as canceled), the system automatically regenerates a corresponding Inventory Delivery Voucher.
Mandatory Purchase Order Selection for Inventory Delivery
- ✅ If enabled, when creating an Inventory Delivery Voucher, the Purchase Order field is mandatory and marked with an asterisk (*).
Final Notes
- Enabling auto-generation settings helps streamline inventory tracking and reduces manual data entry.
- FIFO ensures accurate inventory rotation, preventing stock obsolescence.
- Mandatory Purchase Order selection prevents discrepancies in stock adjustments.
- Be cautious when allowing voucher deletion, as it directly impacts inventory levels.