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 the material's approved suppliers
  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 — 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 the material's approved suppliers, as named on its submittal
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)
Delivery DateNoCalendar 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 suppliers named on its submittal, only those vendors appear, and the field label reads "(filtered to approved)"
  • If none are named, every vendor you have not removed is shown — there is no separate signal for this beyond the missing label suffix
  • 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
  • The quantity is added 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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