Dispatches

Dispatches records every time finished products leave your site to a customer. Each dispatch captures which product went out, to whom, how many units and on what date, and keeps a history you can filter and archive. Find Dispatches under Production in the sidebar.

Create a dispatch

Click New Dispatch to open the form. It steps you through four sections in sequence:

1. Stock Item — select the finished product you’re sending. Only finished-product stocks appear in this list.
2. Product Booking — choose which batch to dispatch from. The quantity available is shown alongside each entry.
3. Customer — pick from your active customer list. If no customers appear, create one in Customers first.
4. Dispatch Details:
   • Quantity — how many units you’re sending. You can’t send more than the batch has available.
   • Dispatch Date — defaults to today.
   • Notes (optional) — free-text field for any delivery notes.

Click Create Dispatch to save.

Filter the list

Use the filters in the page header to narrow what you see:

• Date range — Last 7 days, Last 14 days, Last 30 days, or Last 90 days.
• Customer — filter to a specific customer or leave on All Customers.

Dispatch cards

Each dispatch appears as a card showing the product name, customer, quantity, and dispatch date. If notes were added, they appear on the card too.

Archive and delete

Open the ⋯ menu on a dispatch card:

• Archive — hides the dispatch from the list. Turn on Show archived from the header menu to see archived dispatches again.
• Delete — permanently removes the record (confirmation required).