PleoStack

Logging Deliveries

How to record a material delivery with the New Delivery dialog — all fields and options.

Quick Summary
  1. Click New Delivery in the toolbar
  2. Select Material — from inventory or approved submittals not yet in inventory
  3. Select Vendor — filtered to approved vendors for the material's category
  4. Enter Quantity and Unit Cost (₹) — total cost previews automatically
  5. Set Delivery Date (defaults to today), optionally attach a DC Document, add Site Location and Remarks
  6. Click Add Delivery — delivery is logged and stock increases immediately

Full Guide

The New Delivery Dialog

New Delivery dialog showing material selector, vendor dropdown, quantity, unit cost, delivery date, DC document upload, site location, and remarks
New Delivery — all fields for recording a material arrival

When you click New Delivery, the dialog opens with these fields:

FieldRequiredDescription
MaterialYesDropdown with two sections: "In Inventory" and "Approved Materials (not in inventory)"
VendorYesDropdown filtered to vendors approved for the material's category
QuantityYesAmount delivered in the material's unit (supports decimals, minimum 0.001)
Unit Cost (₹)YesCost per unit for this delivery (supports decimals)
Total Cost—Auto-calculated preview: quantity × unit cost (shown before saving)
NoCalendar picker, defaults to today
DC DocumentNoFile upload — accepts PDF, JPG, PNG, WebP
Site LocationNoWhere on-site the material was delivered (max 200 characters)
RemarksNoAdditional notes about the delivery (max 1,000 characters)

Material Selection — Two Sections

The material dropdown shows two groups:

In Inventory — Materials you're already tracking. Selecting one of these links the delivery to the existing inventory entry.

Approved Materials (not in inventory) — Submittals that have been approved but not yet added to your inventory. Selecting one of these:

  • Automatically creates an inventory entry for the material
  • Links the delivery to the new entry
  • The button text changes to Add to Inventory & Record Delivery

Shortcut

This is a convenient shortcut — instead of going to Inventory → Add to Inventory first, you can create the inventory entry and log the first delivery in a single step.

Vendor Filtering

When you select a material, the vendor dropdown filters automatically:

  • If the material has approved vendors defined (via Material Submittals), only those vendors appear
  • If no approved vendors are defined, all active vendors are shown
  • Suspended and Removed vendors are never shown

Total Cost Preview

As you enter quantity and unit cost, the total cost preview updates automatically above the save button:

Total Cost = Quantity × Unit Cost

This helps you verify the numbers before saving.

Good Remarks Examples

Remarks add context that helps during audits and reviews:

  • "Scheduled delivery — PO #4523"
  • "Partial delivery — remaining 50 tonnes expected next week"
  • "Emergency order — rate premium approved by PM"
  • "Replacement for rejected batch — no additional cost"
  • "Delivered to secondary storage — Warehouse B"

What Happens After Saving

  • The delivery appears in the Deliveries table with a status badge
  • Approved deliveries add the quantity to your inventory stock immediately
  • The material's Total Cost in the Inventory tab increases by this delivery's cost
  • If you uploaded a DC document, it's linked to the delivery record

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