Use Order to manage and configure this feature in your EQuipWeb system.

The Delivery Order List shows all your delivery orders in one place. Track order statuses, view delivery details, and manage your deliveries from here.

When to use this: When you need to create, track, or manage delivery orders for customer purchases.

Prerequisites

• Products and Outlets must exist
• Membership data available for customer lookup

Delivery Order List

📝 General Description

This page displays all delivery orders in a data grid. Delivery orders are created when a customer requests delivery during a POS sale or online order. The page tracks the order lifecycle from pending → dispatched → delivered.

⚙️ UI Elements

Use Order to manage and configure this feature in your EQuipWeb system.

7.1.1 Data Grid Columns

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7.1.2 How to Create a Delivery Order

Delivery orders are typically auto-created from POS sales or online orders. To create one manually:

1. Navigate to Delivery → Delivery Order.

2. Click + Add New.

3. Fill in:

• Sales Order No: Link to an existing sales transaction.
• Customer Name: Recipient name.
• Delivery Address: Full delivery address.
• Delivery Date: Scheduled delivery date.
• Contact No: Recipient phone number.

4. Add delivery items from the linked sales order.
5. Click Save.

Expected Result: The delivery order is saved and tracked.

Form Fields

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7.1.3 How to Update Delivery Status

1. Open the delivery order (click the DO number).

2. Change the Status field:

• Pending → Order is waiting to be dispatched.
• Dispatched → Order has been sent out for delivery.
• Delivered → Order has been successfully delivered.
• Cancelled → Order delivery was cancelled.

3. Optionally update the Driver/Courier name and actual delivery date.
4. Click Save.

Delivery Status Flow

Pending → Dispatched → Delivered
    ↓
Cancelled (at any stage)

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7.1.4 How to Cancel a Delivery Order

1. Open the delivery order.

2. Change Status to Cancelled. 3. Enter a reason in the Remark field.

4. Click Save.

5. The linked sales transaction is not affected — only the delivery is cancelled.

Use Order to manage and configure this feature in your EQuipWeb system.

💡 Example

Scenario: A furniture store sells a sofa set with home delivery. The cashier processes the sale at POS and creates a delivery order.

Flow:

1. Cashier completes the sale at POS → selects "Delivery" as the fulfillment method.

2. A delivery order is auto-created with status Pending. 3. The warehouse team views the delivery list → schedules delivery for Saturday. 4. On Saturday morning, they update status to Dispatched and enter the driver's name.

5. After successful delivery, the driver confirms → status updated to Delivered. 6. The delivery is complete and the record is maintained for future reference.

[!TIP] Use the Remark field for customer-specific delivery instructions. This information is visible to the delivery team and helps ensure smooth deliveries.

Use Order to manage and configure this feature in your EQuipWeb system.

Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

Use Order to manage and configure this feature in your EQuipWeb system.

How to View a Delivery Order

1. Navigate to Delivery > Delivery Order List from the sidebar menu.
2. The list shows all delivery orders with their status (Draft, Confirmed, Dispatched, Delivered).
3. Click the order number link (blue text) to view the full delivery order details.

How to Update Delivery Order Status

1. Open the delivery order by clicking its order number.
2. Review the order items, quantities, and delivery address.
3. Update the Status field to the next stage (e.g., Confirmed → Dispatched → Delivered).
4. Click Save to update the status.

Expected Result: The delivery order status is updated and reflected in the list view.

[!NOTE] Completed delivery orders cannot be edited. If a correction is needed, create a return or adjustment order.

FAQ

Q: Can I edit a delivery order after it's been dispatched? A: No. Once dispatched, the order is locked. You would need to create a return or adjustment order.

Q: How do I track delivery status? A: Use the status column in the Delivery Order list. Statuses include Draft, Confirmed, Dispatched, and Delivered.

Use Order to manage and configure this feature in your EQuipWeb system.

Troubleshooting

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Related Menus

• Product Setup > Product List — products for delivery
• Master Data > Outlet Setup — delivery source outlets
• Membership Setup > Membership List — delivery customer lookup

Use Order to manage and configure this feature in your EQuipWeb system.

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

Business Rules

• Records that are linked to active transactions or other modules cannot be permanently deleted
• Changes made here will take effect on POS terminals after the next sync
• Deleted records can be restored from the list using the Show Deleted filter
• All changes are logged with the user who made them and the timestamp