Find Delivery Work Created from Confirmed Orders

After you confirm a Orders, Pams creates delivery work for the products that must be sent to the client. A Orders can have one delivery order or several delivery orders, depending on what must be shipped and when the products become available. This delivery work lets you coordinate stock, shipping, and any remaining quantities without changing the confirmed order itself.

Open the confirmed Orders that you want to fulfill. If you need help finding or confirming an order, see Confirming Orders.
Select the Delivery action buttons on the Orders. Pams opens the delivery order or a list of linked delivery orders for that Orders.
Review the status shown for each delivery order before opening it:
- Waiting for upstream availability means the products are not yet ready to be delivered. Stock may still need to be received, inspected, stored, produced, or released from an earlier activity.
- Ready to process means the required products are available for delivery work.
- Done means the delivery has been validated and the delivered quantities have been recorded.
For a wider view of delivery work across clients and orders, open Warehouse > Operations > Delivery Orders. Use this list to identify deliveries that are ready for shipment, still waiting for products, or already completed.
Open a delivery order from the list to check its linked Orders reference. This connection is especially useful when several client orders are being prepared at the same time.

Use the delivery order list as your daily coordination view. It helps you separate deliveries that can move forward immediately from those that depend on warehouse availability, purchasing, or another earlier step.

Review What Must Be Shipped Before Processing the Order

Before reserving stock or arranging carrier collection, check that the delivery order matches the physical products and the client’s delivery requirements. This review prevents incorrect quantities, wrong destinations, and avoidable partial deliveries.

Open the relevant delivery order from the Delivery action buttons on the Orders or from Warehouse > Operations > Delivery Orders.
Open the Operations tab. Each line shows the product that must be delivered and the quantities Pams is tracking for that product.

Review the main fields on every line:

Field	What to check
Product	Confirm that the listed item is the item being prepared for the client.
Demand	Check the quantity requested by the confirmed Orders.
Quantity	Check the quantity that will actually leave the warehouse.

Check the availability indicator for each product. A product may be fully available, partially available, or still waiting for replenishment. Do not assume that all products on the delivery order are ready simply because one line is available.
Review the delivery order’s source location and destination customer location. Confirm that the products will be picked from the correct stock location and sent to the correct client destination.
Check the scheduled date. Compare it with the agreed delivery timing and any delivery-specific instructions recorded on the linked Orders.
Use the Orders reference to return to the order when needed. Verify the client, ordered quantities, Delivery Date, Delivery Term, Shipping Address, and any Commercial Notes that affect the shipment.

Complete this review before you reserve stock. If the order details do not match the intended shipment, correct the delivery plan before products are picked or handed to the carrier.

Reserve Stock and Record the Quantities You Will Deliver

Reserving stock tells Pams which available products are allocated to the delivery order. Recording the actual shipment quantity ensures that stock records and the Orders reflect what physically leaves the warehouse.

Open the delivery order and confirm that the products, destination, and scheduled date are correct.
Select Check Availability. Pams reserves the available inventory for the delivery order and refreshes the availability shown on the product lines.
Review each line in the Operations tab after availability has been checked:
- If the full Demand quantity is available, prepare that full quantity for shipment.
- If only part of the Demand quantity is available, decide whether the available quantity should be delivered now.
- If no quantity is available, leave the delivery order waiting until the required products are replenished or released.
In the Quantity column, enter the quantity that is actually being shipped. Use this field when the physical quantity differs from the Demand quantity. For example, if the Orders requests more products than can be shipped today, enter only the quantity that has been picked and is ready to dispatch.
If individual tracking is required, open Detailed Operations. Use this view to record the specific lot, Serial Number, Package, or source location for each item being delivered.
Check the recorded Quantity again against the products physically prepared for shipment. The Quantity should reflect the actual shipment, not the original request, when a partial delivery is being made.

When only part of the demand can be delivered, record the available quantity and leave the remaining requirement for a backorder. This keeps the client’s outstanding quantity visible instead of treating the incomplete shipment as fully delivered.

Prepare Shipping Orders for Carrier Collection

Once stock has been reserved and the shipment quantities are correct, prepare the shipping details that support collection and dispatch. The delivery order brings together the destination, carrier, package information, and shipping activity for the outgoing shipment.

Open the delivery order and select the Additional Info tab.
Review the assigned shipping method and Carrier. Confirm that the selected carrier matches the planned collection or delivery arrangement.
Check the Shipping Address carefully. Make sure the street, city, country, state, Zip-Code, and destination details match the client’s agreed delivery destination.
Add or confirm Package details when the shipment uses packages. Record the package information that is needed to identify what the carrier is collecting. Where applicable, also verify the shipment’s Total Weight and Volume.
Create or update the carrier shipping information from the delivery order. This links the delivery to the appropriate Shipping Order activity so the shipment can be coordinated with the correct carrier and dispatch timing.
Review the shipping information produced for the delivery before products leave the warehouse. Check the shipping label, tracking reference, and shipping cost information where these are shown for the shipment.
Confirm the Shipment Date or Actual Shipping Date when the carrier collection has been arranged or completed, as appropriate for your team’s process.

Use the same delivery order as the source of truth for carrier collection. When the address, packages, and shipment details are confirmed in one place, warehouse staff, sales staff, and the carrier can work from the same delivery information.

Validate Deliveries and Monitor Their Effect on the Orders

Validate a delivery only when the physical shipment is ready to leave or has left according to your team’s process. Validation records the delivered quantity, updates the delivery order to Done, and updates the stock quantity for the products that were delivered.

Open the delivery order and make a final check of the Operations tab. Confirm that every Quantity matches the products physically picked for the client.
Check the shipping details in Additional Info. Confirm the Carrier, Shipping Address, package details, and shipping information before dispatch.
Select Validate. Do not validate a delivery order based only on the Demand quantity if the full requested quantity has not physically been shipped.
If Pams asks whether to create a backorder, choose based on the remaining undelivered demand:
- Create a backorder when the client still expects the remaining products and they will be delivered later.
- Do not create a backorder only when no further delivery is required for the remaining demand.
Confirm that the delivery order status changes to Done after validation.
Return to the linked Orders using its Orders reference. Review the delivery status to see whether all ordered quantities have been fulfilled or whether a remaining quantity is still open through a backorder.
If a backorder was created, keep it in the delivery order list and process it when the remaining stock becomes available.

A validated delivery provides a clear record of what was shipped. It also gives the Orders an up-to-date fulfillment status, helping sales and operations teams see whether the client’s order is complete or still requires action.

Resolve Delayed, Partial, and Incorrect Deliveries

Delivery exceptions should be handled in the delivery order before they create confusion for the client, warehouse, or sales team. Use the delivery status, availability information, and linked Sales Order to identify what is blocking the shipment and what still needs to be delivered.

For a delivery order showing Waiting, open the order and review the products in the Operations tab. Check whether the required quantities are unavailable, only partly available, or waiting on an earlier activity.
Review the source location and the availability indicator for the affected products. Products may still be in Receiving, Awaiting Inspection, Awaiting Storage, In Purchasing, In Assembly, or another stage before they can be released for delivery.
Use the linked Sales Order to review the client requirement and scheduled delivery timing. If the delivery is delayed, ensure that the order details and delivery plan remain clear for the responsible sales and operations users.
For a partial delivery, confirm that a backorder was created when the first shipment was validated. Open the backorder and use Check Availability again when the remaining stock becomes available.
If you find an incorrect quantity before validation, correct the Quantity field on the relevant product line. Do not validate products that were not physically picked or shipped.
If the delivery order is already Done and goods must be returned, use the appropriate return workflow, such as Goods Return Notes, rather than editing the completed delivery order directly.
Keep the original delivery order and any backorder connected to the same Orders. This provides a complete record of delivered quantities, remaining quantities, and any returned products.

Handling exceptions through the delivery and return workflows keeps stock quantities, delivery history, and the Orders aligned with what actually happened.

Overview

Coordinating Sales Deliveries in Pams connects the confirmed Sales Order to the warehouse and shipping work needed to fulfill it. The delivery order is the working record for each shipment. It shows what the client ordered, what is available, what will be shipped, where the products are going, and whether the shipment is complete.

Use the delivery workflow to manage these key points:

Find delivery work from the Delivery action buttons on a confirmed Orders or from Warehouse > Operations > Delivery Orders.
Review products and quantities in the Operations tab before warehouse staff prepare the shipment.
Select Check Availability to reserve available products for the delivery order.
Record the actual shipment amount in Quantity, especially when the shipment is partial.
Use Detailed Operations when individual products require a Serial Number, package, lot, or source-location record.
Check the Carrier, Shipping Address, Package, and Shipping Order information before carrier collection.
Select Validate when the physical shipment details are correct.
Create a backorder when quantities remain to be delivered later.
Use Goods Return Notes for products that must be returned after a delivery has reached Done.

The delivery status is the quickest way to understand what requires attention. Waiting deliveries need stock or an earlier activity to be completed. Ready to process deliveries can move through picking and shipping preparation. Done deliveries have been validated and recorded as delivered.

This workflow is particularly useful when one Orders is fulfilled in multiple shipments. Each delivery order and backorder stays linked to the original Orders, giving sales and operations teams a shared view of delivered and outstanding quantities.

Prerequisites

Before coordinating a delivery, make sure the following items are available and confirmed in Pams:

A confirmed Orders with products that require delivery. If the order has not yet been confirmed, follow Confirming Orders.
A linked delivery order created from the confirmed Orders. Open it using the Delivery action buttons or from Warehouse > Operations > Delivery Orders.
Product quantities recorded on the delivery order in the Operations tab.
Available stock for the products that will be shipped, or a clear plan for handling unavailable quantities through a later backorder.
A confirmed source location for the products being picked.
A verified Shipping Address and destination customer location.
A planned scheduled date, Delivery Date, or Shipment Date that reflects the intended fulfillment timing.
Carrier and shipping method details where the delivery will be collected or transported by a carrier.
Package details, Total Weight, Volume, Serial Number, or other item-level information when required for the shipment.
A decision on whether any unavailable quantities should remain open as a backorder.

Do not select Validate until the physical products, recorded Quantity, and shipping details all match. Once the delivery order is Done, use the return workflow for corrections involving returned goods rather than changing the completed delivery record.

After the delivery has been validated or is ready for dispatch documentation, continue with Creating Delivery Notes.