User Guide

A Guide to the Evergreen Trading System

Delivery Order

Delivery Order is created from Sales Order. Please refer to the sales order guide for help.

If you just created a sales order, you may click the Create Delivery Order button on the sales order view page to open the delivery order screen.
Otherwise, you may open the Sales Order List to find your sales order. There is a Create Delivery Order link at the right side for each sales order.
Please note, if the sales order has been converted to delivery order completely, the Create Delivery Order link will be disabled.

Steps to create a new delivery order:

Check the Ship To and Bill To sections and make sure the contact / address information are correct.

Make sure the products and their quantity / unit price are correct.

Click the Save button at the bottom of the page to create this delivery order.

Once the delivery order is confirmed, System will show the Delivery Order View screen.

Click the Create Credit Invoice button if you wish to create sales invoice immediately. Here is the sales invoice guide.
If it is required to combine multiple delivery orders in a single invoice, you may stop here and create periodic sales invoice later. Here is the periodic sales invoice guide.

Steps to modify an existing delivery order:

Open the Delivery Order List: Application Menu - Sales Processing - Delivery Order List

Locate the delivery order you want to modify and click the Edit link at the right side to open the Delivery Order screen.

Make your modification and Click the Save button to confirm the changes.

Steps to cancel an existing delivery order:

Open the Delivery Order List: Application Menu - Sales Processing - Delivery Order List

Locate the delivery order you want to cancel and click the Cancel link at the right side.