What is the process to Modify a Delivery Order in Metro Accounting System?
In Metro, delivery orders are automatically generated when a Sales Order (SO) is confirmed. If you need to modify a delivery order, it's important to understand whether it should be done directly from the delivery or by modifying the linked sales order.
Step-by-Step: Modifying a Delivery Order via Sales Order Flow:
1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.
2) Confirm the Quotation
Go to Sales > Quotations. To create a sale quotation from the Metro ERP's Sales App, follow these steps: Click Here
Open the relevant Quotation.
Click “Confirm Sale”
This will turn the Quotation into a Sales Order and trigger a Delivery Order.
3) Access the Delivery Order
In the Sales Order, find the “Delivery” smart button at the top right.
Metro will automatically update the related Delivery Order with the new details (e.g., products, quantities, scheduled date), unless the delivery is already validated.
4) View the Delivery order in Ready Stage.
Ensure the delivery has been validated (i.e., marked as delivered).
5) Actions:
Let’s break down the top menu buttons you see:
| Button | Purpose |
|---|---|
| Edit | Allows editing of fields (if permitted in this state). |
| Validate | Finalizes the delivery (marks as done). |
| Sign / Print | For documentation. |
| Unreserve | Releases the reserved stock. Useful if you want to change products or quantity. |
| Scrap | Moves damaged/unsellable items to scrap. |
| Unlock | Unlocks the record if it was locked for any reason (not usually needed here). |
| Send by WhatsApp / Send Mail | For customer communication. |
| Cancel | Cancels the delivery. |
| Reset to Draft | Reverts the delivery to draft state. Useful if you want to reprocess. |
Modifying the Delivery Order (Before Validation)
Since the order is in “Ready” state and not yet validated, you have full access to make changes.
6) Change Quantity to Deliver.
Open Detailed Operations (📋 icon)
Click the icon with three lines next to the product.
This opens the Detailed Operations screen, allowing you to:
Example: Change from 10.00 to 2.00.Under the “Done” column, enter the actual quantity being shipped.
After making changes, click Confirm & Close.
Click Validate.
When you validate, Metro will ask if you want to create a backorder for the remaining quantity.
Once the user has reviewed the details and confirmed the quantity marked as "Done," they can click the Create Backorder button to finalize the operation and update the stock records accordingly.
In Metro, the "Done" quantity determines how much is actually shipped. If the delivered quantity is less than the reserved amount, the system will automatically generate a backorder to account for the remaining items.
The system can generate a backorder automatically.
Delete Lines & Regenerate DO
7) If you want to delete lines from this Delivery Order and regenerate it: Reset to Draft (top bar).
Click on the Edit Button.
Use Edit → Delete unwanted product lines.
Save changes.
If regenerated from the Sales Order, you may cancel this DO and then reconfirm the Sales Order → Metro will auto-generate a fresh DO with correct lines.
Once regenerated → stock will be re-reserved automatically.
8) Now, Open the relevant Quotation.
The “Create Remaining Delivery” button is highlighted in the screenshot.
This option appears when:
Part of the sales order has already been delivered.
Some quantity of products is still pending delivery.
Clicking “Create Remaining Delivery” would generate a delivery order for the quantities not yet shipped against Sales Order.
To get more details how to process to modify a delivery order in Metro Accounting System, please do contact us at support@metrogroup.solutions