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)
Go to Order Acceptance > View List
Locate order acceptance that need delivery order
Click Generate Delivery Order
Review the details
Click Submit
Use the screenshot below to locate Generate Delivery Order from Order Acceptance module
Method 2: Create Delivery Order
Add New Delivery Order
Go to Delivery Order > View List
Click Add
Fill in the required information
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
Go to Delivery Order > View List
Click Edit next to the delivery order
Update details if needed
Click Submit
Delete Delivery Order
Go to Delivery Order > View List
Click Delete next to the delivery order
Confirm deletion
Cancel Delivery Order
Go to Delivery Order > View List
Click Cancel next to the delivery order
Uncancel Delivery Order
Go to Delivery Order > View List
Click Details next to the delivery order
Click Uncancel
Finalize Delivery Order
Go to Delivery Order > View List
Click Finalize next to the order acceptance
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