4 · Fulfillment

Stage 4 is the customer-delivery side of a sales order: pick → pack → delivery order → AR invoice → payment. Each SO gets a pipeline card with per-line progress, and the picking / packing / DO / invoice documents materialise as you record each step. live · CORAL SEA

PICK

Picking

warehouse picks each line

PACK

Packing

packed into pallets

Delivery Order

dispatched → delivered to vessel

INV

AR Invoice

customer billed → posted

PAY

Payment

customer settles AR

4.1 Record pick & pack

Press 4 (or click Fulfillment) and focus the SO on the left. The SO card exposes Pick and Pack buttons. Record Pick takes a picker name and a per-line pick qty (pre-filled to the ordered qty); posting it creates a picking_doc and fills the pipeline's PICK bar. Pack works the same way and writes a packing_doc.

Record Pick modal — The *Record Pick* modal for `SO-20260707-T83BHA` — picker name (required) plus per-line qty (Epson ink 12, ear-muff 6). A two-step confirm follows; the **PERSON** column later records who picked/packed.

Picking and packing carry the SO line's description + remark, line-number order and shipping mark forward.
Short-picks are allowed — the bar shows partial progress until the remainder is recorded.

4.2 Delivery order → dispatch → delivered

With the SO focused, Create DO builds a delivery order (recipient + ship qty), and Create & Dispatch issues it. The DO doc is then Confirmed Delivered (DRAFT → DISPATCHED → DELIVERED) — invoicing keys off the delivered quantity. The DO carries the frozen bill/ship address snapshot and the delivery date defaults to the port-call ETA.

New Delivery Order modal — The *New Delivery Order* modal — recipient (e.g. "Chief Officer · CORAL SEA"), per-line ship qty, and **Create & Dispatch**. This produced `DO-20260707-TSJP8K`.

4.3 Raise & post the AR invoice

Raise Invoice opens the New AR Invoice modal: choose Per-SO (one invoice per sales order) or Consolidated (Voyage), pick the SO, and Issue Invoice from the delivered lines. Opening the draft and clicking Post Invoice moves it DRAFT → POSTED and opens the AR ledger entry.

Invoice address = the document's own frozen snapshot. Reports and invoices print the bill-to address captured on the document at creation, never a live customer-master lookup — so a later master edit never rewrites a historical invoice.

4.4 The completed pipeline

Once picked, packed, delivered and invoiced, the SO's fulfillment pipeline is fully green.

Completed CORAL SEA fulfillment pipeline — CORAL SEA fulfillment complete: stage cards **PICK 18/18 · PACK 18/18 · DO 18/18 (1 DO) · INVOICE 18/18 (1 inv 41.40)**. The line table tracks each item across ORD · PICK · PACK · DO · INVOICE · PERSON. Below: the materialised docs — DO `DO-20260707-TSJP8K` delivered, PICK/PACK completed, AR `INV-20260707-7SZ96Z` posted. Right rail: **Fulfillment caught up**, Outstanding AR 41.40, Financial Summary (Customer 41.40 / Supplier 36.00 / GP +5.40 / Margin 13.0%).

By SO Pipeline / By Step / By Invoice. The same fulfillment data can be viewed per sales-order pipeline (shown), grouped by step (all picks, all packs…), or by the invoices raised. The final Record Payment action settles the AR once the customer pays.