Chapter 14

Direct Deliveries (Distributor)

Use this for goods that go straight from a supplier's truck to a customer without ever sitting in your own stock — it records the supplier purchase and the customer sale together, in one transaction, without touching warehouse stock levels. Both are recorded at your active branch.

14.1 Recording a direct delivery#

1. Finance → Direct Deliveries → create new.
2. Select the Supplier (Outflow) and the Customer (Inflow) — each shows its current balance.
3. Search and add products; edit Unit Cost, Unit Selling price, and Qty per line — a live Net Margin is shown for each.
4. If truck & driver recording is on, fill in the 🚚 Truck & Driver fields — they're saved on both the customer sale and the supplier purchase.
5. Add Transaction Notes if needed.
6. In the Delivery Summary, set an overall Discount % and Tax % (taken out of the prices or added on top, as for purchases — section 12.2) and review Sale Subtotal, Purchase Subtotal, Final Sale (Customer), Final Purchase (Supplier), and Net Estimated Profit.
7. Set the Customer Payment (method — including Deposit — amount paid, and Inflow Account) and the Supplier Payment (method, amount paid, Outflow Account).
8. Click “🚚 Record Distributor Delivery.”