This guide explains how to create, edit, delete, and finalize Delivery Order in CRM.

A Delivery Order (DO) tracks the physical delivery of goods to the customer and can be used to generate invoices. 

? Where to Access CRM

Where to Access This Function

On the Delivery Order > View List page, you will see:

No. Function Description
1 Add Create a new delivery order
2 Edit Modify existing delivery order
3 Delete Remove delivery order permanently
4 Details View full information of delivery order
5 Cancel Cancel delivery order. The details of the delivery order is not deleted from the database
6 Finalize Confirm and lock the document
7 Download Download delivery order in PDF / Excel / Words

Use the screenshot below to locate these buttons.

Ways to Create Delivery Order

There are 2 methods:

Method Description
Generate from Order Acceptance Recommended method to carry forward all data
Create Directly Manual creation without order acceptance

Method 1: Generate from Order Acceptance (Recommended)

  1. Go to Order Acceptance > View List

  2. Locate order acceptance that need delivery order

  3. Click Generate Delivery Order

  4. Review the details

  5. Click Submit

Use the screenshot below to locate Generate Delivery Order from Order Acceptance module

Method 2: Create Delivery Order

Add New Delivery Order

  1. Go to Delivery Order > View List

  2. Click Add

  3. Fill in the required information

  4. Click Submit 

Fields to Fill

1. Order Information

No. Field Description
1 Reference Number *  Auto-generated (e.g., DO/2026/5). It is recommended not to modify it, as any changes may disrupt the running number sequence. 
2 Date Issued *  Order date
3 Order Acceptance Ref No Optional. Select existing order acceptance
4 Salesperson *  Staff in charge
5 Location *  Company location if applicable
6 Currency *  Default MYR
7 Exchange Rate *  Default 1

2. Customer Information

No. Field Description
1 Bill To * Select account
2 Add New Contact Add new customer if needed

3. Order Details

Field Description
Subject *  Order title
Discount Tick if discount is in percentage
Tax Inclusive Tick if price includes tax

4. Items / Products

Field Description
Qty Quantity of item
Unit Unit of measurement (e.g. pax)
Custom Product “Custom Product” as the default selection. To use an existing product, manually add it in Pricebook Management under the Pricebook section.
Code Item code
Name Item name. Auto generated if select pricebook
Description Additional item details
Unit Price Price per unit
Discount Discount can be entered as an amount or a percentage. The percentage field is editable only when the “Discount in Percentage” checkbox is selected.
Tax Applicable tax
Amount Auto-calculated
Add Item User can add more than 1 item

5. Summary Calculation

Field Description
Amount Excl Tax Total before tax
Discount Total discount
Tax Total tax
Amount Incl Tax Final total amount

6. Terms and Remarks

Field Description
Terms Conditions for the quotation (visible to customer)
Remarks Payment or additional notes (visible to customer)

7. Internal Notes

Field Description
Internal Notes For internal use only (not visible to customer)

How to Edit

  1. Go to Delivery Order  > View List

  2. Click Edit next to the delivery order

  3. Update details if needed

  4. Click Submit

Delete Delivery Order

  1. Go to Delivery Order > View List

  2. Click Delete next to the delivery order

  3. Confirm deletion

 

Cancel Delivery Order

  1. Go to Delivery Order > View List

  2. Click Cancel next to the delivery order

Uncancel Delivery Order

  1. Go to Delivery Order > View List

  2. Click Details next to the delivery order

  3. Click Uncancel

 

Finalize Delivery Order

  1. Go to Delivery Order > View List

  2. Click Finalize next to the order acceptance

  3. Confirm action

✅ Once finalized:

  • Cannot be edited / deleted / cancelled

  • Ready to generate Invoice

Best Practices

  • Use Generate Delivery Order from Order Acceptance module whenever possible

  • Always verify item details and pricing

  • Finalize only when delivery order is confirmed

  • Link documents properly for better tracking