PleoStack

Getting Started with Deliveries

Step-by-step walkthrough from logging your first delivery to tracking arrivals and costs.

This guide walks you through logging your first delivery — from selecting the material and vendor to attaching a delivery challan and tracking costs.

Quick Summary
  1. Click New Delivery → select material and vendor
  2. Enter quantity, unit cost, and delivery date
  3. Optionally attach a delivery challan (DC) document
  4. Click Add Delivery — stock increases automatically

Before You Begin

Prerequisites

  • Your project needs materials in Inventory (or approved through Material Submittals)
  • You need vendors set up in the Vendors tab
  • You need Engineer role or above to log deliveries
  • Open Resources from the sidebar → switch to the Deliveries tab

Here's what the Deliveries tab looks like — a chronological log of every material arrival on your project:

Deliveries table showing material deliveries sorted by date with vendor, quantity, cost, and status columns
Deliveries tab — every arrival logged with material, vendor, cost, and approval status
1

Open the New Delivery Dialog

Click New Delivery in the toolbar (top-right). The dialog opens with fields for material, vendor, delivery details, and an optional document upload.

New Delivery dialog with material selector, vendor dropdown, quantity, unit cost, delivery date, DC document upload, site location, and remarks fields
New Delivery — record a material arrival with all delivery details
2

Select Material and Vendor

  1. Select the Material from the dropdown — it shows two sections:
    • In Inventory — materials you're already tracking
    • Approved Materials (not in inventory) — submittals that haven't been added to inventory yet. Selecting one of these automatically creates the inventory entry for you.
  2. Select the Vendor — the dropdown automatically filters to vendors approved for the selected material's category. If the material has no linked vendors, all active vendors are shown.

Auto-Inventory Creation

If you select a material from "Approved Materials (not in inventory)", the system creates the inventory entry and links the delivery in one step. The button text changes to Add to Inventory & Record Delivery.

3

Enter Delivery Details

  1. Enter the Quantity delivered (supports decimals)
  2. Enter the Unit Cost (₹) — the cost per unit for this specific delivery
  3. The Total Cost previews automatically (quantity × unit cost) above the save button
  4. Set the Delivery Date — defaults to today, change if logging a past delivery
  5. Optionally:
    • Attach a DC Document — upload the delivery challan (PDF, JPG, PNG, or WebP)
    • Add a Site Location — where on-site the material was delivered (e.g., "Block A - Foundation")
    • Add Remarks — any additional notes about the delivery
4

Save the Delivery

Click Add Delivery (or Add to Inventory & Record Delivery if the material wasn't in inventory).

The delivery is saved and appears in the table. The system assigns its approval status automatically — currently all deliveries are approved immediately, so the quantity is added to your inventory stock right away.

What to Watch For

You're Tracking Deliveries

Every material arrival is now logged with full cost and vendor traceability. As deliveries come in:

  • Log each arrival → stock increases automatically
  • Attach delivery challans → documents are linked for audit
  • Filter by vendor or date → review supplier performance

Next Steps