See what still needs to ship

What this is for

Find billed quantities that are not on a delivery order yet, so you can pack and send them.

Concepts

Items Pending Delivery is the backlog: invoice lines marked to fulfill, minus what you already put on a delivery.

You can open it from the customer, from View Invoice (Items Pending Delivery), or as Pending delivery items under Reports.

A Draft invoice does not create pending units. Publish first.

This list is not the delivery itself. Generating the order is the next job.

Before you start

• A published invoice with Fulfillment / delivery on the lines.
• Customer shipping address on file helps Ship To.

Steps

1. Open Clients → the customer → Items Pending Delivery.
2. Or on View Invoice, click Items Pending Delivery if the dolly icon is there.
3. Or Reports → Pending delivery items for a company-wide list.
4. Tick the lines you will send now. Use Filter if the list is long.
5. Continue with Create a delivery order (Generate Delivery Order).

What happens next

Create a delivery order for the ticked lines.

If something looks wrong

• The list is empty. The invoice is still Draft, lines are not set to deliver, or they are already on a delivery.
• The invoice toolbar has no dolly. No pending units (or you are still on a draft).