Track Outbound Products

Relevant warehouses exist (e.g. “Finished Goods,” “Dispatch,” “Damages,” “Expired”)

Use a Delivery Note to record goods sent to your distributors.

Create Delivery Note
- Navigate to Stock ▶️ Delivery Note ▶️ New Delivery Note
- Select your Distributor as the Customer
- In Items, set Item Code, Qty, and Source Warehouse (e.g. “Finished Goods”)
Submit
- Click Save, then Submit
- Inventory is reduced via an automatic Material Issue entry

Also use a Delivery Note, but link it to a Sales Order for end-customer shipments.

Get Items From ▶️ Sales Order
- In a new Delivery Note, click Get Items From ▶️ Sales Order
- Choose the order to pull item lines and quantities
Verify & Submit
- Confirm source warehouse and quantities
- Submit to post the outbound stock entry

Use a Stock Entry of type Material Issue to remove damaged items.

New Stock Entry ▶️ Material Issue
- Go to Stock ▶️ Stock Entry ▶️ New Stock Entry
- Set Purpose to Material Issue
Select “Damages” Warehouse
- In Items, choose Source Warehouse (where damage occurred)
- Set Target Warehouse to “Damages”
- Enter Qty of damaged stock
Submit
- Click Save, then Submit
- Stock moves into the “Damages” warehouse for reporting

Also use Material Issue, moving expired stock to an “Expired” location.

Create Stock Entry ▶️ Material Issue
- Navigate to Stock ▶️ Stock Entry ▶️ New Stock Entry
- Select Material Issue
Move to “Expired”
- In the Items table, set Source Warehouse
- Set Target Warehouse to “Expired”
- Enter the Qty being written off
Submit
- Click Save and Submit
- Expired stock is removed from active inventory and tracked separately

Stock Ledger: Filter by Voucher Type = “Delivery Note” or “Stock Entry” and Purpose.
Stock Balance: Include “Dispatch,” “Damages,” or “Expired” warehouses to see real-time outbound impacts.
Reorder Report: Adjust reorder levels after large outbound events to avoid stockouts.

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