Generate DO from Sales Order
YouTube: How to Configure Sales Order-Based Generation in Packing Slip–Delivery Orders?
How to Configure Sales Order- Based Generation in Packing Slip–Delivery Orders?
In this tutorial, we will learn how to configure the Generate DO from Sales Order feature in Packing Slip Entry. This feature allows users to retrieve items directly from a Sales Order, allocate stock, and generate the Delivery Order efficiently.
Objective of This Feature
Generate Delivery Orders directly from Sales Orders
Retrieve Sales Order items into Packing Slip
Allocate stock quickly and efficiently
Support barcode-based item allocation
Automatically display allocated lot details
Access to the Packing Slip Configuration
Open the Configuration Window.
Navigate to the Other Options 2 section.
Locate and enable the option labeled as:
"Generate DO from Sales Order"
Save the configuration changes.
Create a New Packing Slip
Open the Packing Slip Entry window.
Initiate a New Packing Slip entry.
After enabling the configuration, the Sales Order selection option becomes available in the Packing Slip Entry.
Retrieve Sales Order
Select the required Customer.
Search for and select the required Sales Order.
Result
The selected Sales Order is automatically retrieved into the Packing Slip.
Allocate Items
Navigate to the Item Details section.
Here, all items from the selected Sales Order will be displayed.
You can allocate the required quantity in two ways:
Barcode Scanning
Place the cursor in the Item Code field.
Scan the item barcode.
Allocate the required quantity.
Auto Allocate Stock
Click on the Auto Allocate Stock option.
The system automatically allocates the available stock for all items in a single step.
Review Lot Details
Once the stock is allocated:
The corresponding Lot Details are automatically displayed in the grid below.
Review the allocated lots and quantities.
Verify the allocation before saving the Packing Slip.
Key Benefits
Faster DO Generation: Generate Delivery Orders directly from Sales Orders.
Easy Order Retrieval: Retrieve all required items from the selected Sales Order.
Quick Stock Allocation: Allocate stock manually or automatically.
Barcode Support: Simplify item-wise quantity allocation through scanning.
Better Lot Tracking: Automatically view the lot details against allocated stock.
Final Outcome
After enabling Generate DO from Sales Order, users can retrieve Sales Orders directly into Packing Slip Entry, allocate the required stock through barcode scanning or Auto Allocate Stock, and review the corresponding lot details before completing the transaction.
Last updated