Deliveries — Overview
What the Deliveries tab does — the log of material deliveries received on your project — and what you see when you open it.
The Deliveries tab is a running log of material deliveries received on your project, newest recorded first. Each delivery is recorded with material, vendor, quantity, cost, and a delivery challan document. Logging a delivery automatically increases your inventory stock.
What You See
When you open the Deliveries tab, you see a table of deliveries grouped by status — Flagged, then Pending, then Approved — newest recorded first within each group. The order is when each delivery was entered, not its delivery date — use the Delivered filter to look at a period:
| Column | What It Shows |
|---|---|
| Date | When the material arrived on-site (e.g. 12 Sep — the year is added for other years) |
| Material | Material name — a warning icon beside it means the delivery was flagged |
| Spec | The material's specification or grade |
| Qty | Quantity delivered with unit label |
| Rate | Cost per unit for this delivery (₹/unit) |
| Vendor | Supplier company name |
| Cost | Total delivery cost — auto-calculated as quantity × unit rate (₹) |
| Location | Where on-site the material was delivered |
| DC | Delivery challan document link — click to preview |
| Status | Status badge — Approved or Flagged |
Key Things to Notice
- Status badges tell you whether a delivery came through the vendor check clean (Approved, green) or was flagged (amber)
- Flagged deliveries carry a warning icon beside the material name — hover it to read the reason
- DC document links open the uploaded delivery challan for verification
- Total cost is auto-calculated — you only enter quantity and unit cost
The Vendor Check
When you save a delivery, the system checks the supplier and sets the status:
| Status | Color | What It Means |
|---|---|---|
| Approved | Green | The supplier passed both checks when the delivery was saved |
| Flagged | Amber | The vendor is not active, or is not on the material's approved supplier list. The reason is on the warning icon beside the material name, and on the delivery's own page |
Logging a delivery adds its quantity to your inventory stock immediately. The status is set automatically as the record is saved — there is no separate review step, and no approve or reject control.
What You Can Do
| Action | How | What Happens |
|---|---|---|
| Log a delivery | Toolbar → New Delivery | Records arrival with material, vendor, quantity, cost, and optional DC document |
| Filter | Filter button above the table | Filter by vendor, material, or delivered date range. Status has its own tabs — All, Flagged, Pending, Approved |
| Group | Group button above the table | Organize by Approval Status (the default) or Vendor, or pick None for one list |
| Search | Search box | Find a delivery by material, vendor, DC number or delivery location |
| Delete | Row menu (⋯) → Delete | Asks first, then removes the delivery record and takes its quantity back off stock. Refused once some of that quantity has been used |
Next Steps
- New to deliveries? Start with the Getting Started guide
- Need specific help? See the detailed guides below
Detailed Guides
- Logging Deliveries — How to record a new delivery
- Delivery Status — What statuses mean and how they affect stock
- Filtering & Grouping — Organizing your delivery view
- DC Documents — Uploading and viewing delivery challans
Questions
Does anyone get notified when a delivery is logged?
Yes. Everyone on the project whose role can update materials, and the project owner, get a Delivery received notice in the app. The person who logged it is not told, and no email goes out.
Who can log or delete deliveries?
Seeing, logging and deleting deliveries are three separate permissions in a role, set in Settings → Members & Roles. If your role doesn't allow a save or a delete, it's refused and the message says why: ask your project owner.
Does logging a delivery add to stock straight away?
Yes. The material's stock and Total Cost go up as soon as you save, in the Inventory tab and on the material's page. Deleting the delivery takes both back off.