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

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1.0 Distributor Shipments

Use a Delivery Note to record goods sent to your distributors.
  1. 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”)
  2. Submit
    • Click Save, then Submit
    • Inventory is reduced via an automatic Material Issue entry

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1.1 Individual Customer Orders

Also use a Delivery Note, but link it to a Sales Order for end-customer shipments.
  1. 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
  2. Verify & Submit
    • Confirm source warehouse and quantities
    • Submit to post the outbound stock entry

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1.2 Damaged Goods Write-Off

Use a Stock Entry of type Material Issue to remove damaged items.
  1. New Stock Entry ▶️ Material Issue
    • Go to Stock ▶️ Stock Entry ▶️ New Stock Entry
    • Set Purpose to Material Issue
  2. Select “Damages” Warehouse
    • In Items, choose Source Warehouse (where damage occurred)
    • Set Target Warehouse to “Damages”
    • Enter Qty of damaged stock
  3. Submit
    • Click Save, then Submit
    • Stock moves into the “Damages” warehouse for reporting

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1.3 Expired Product Removal

Also use Material Issue, moving expired stock to an “Expired” location.
  1. Create Stock Entry ▶️ Material Issue
    • Navigate to Stock ▶️ Stock Entry ▶️ New Stock Entry
    • Select Material Issue
  2. Move to “Expired”
    • In the Items table, set Source Warehouse
    • Set Target Warehouse to “Expired”
    • Enter the Qty being written off
  3. Submit
    • Click Save and Submit
    • Expired stock is removed from active inventory and tracked separately

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2.0 Reviewing Outbound Movements

  • 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.