📋 Overview
The Delivery of L.R. screen is the final operational stage of the Part Truck Load (PTL) transportation cycle. It is used to record the successful delivery of goods to the consignee or customer after the shipment has reached its destination.
After an L.R. (Lorry Receipt) is booked and transported through Memo Dispatch, Memo Receive (if applicable), the Delivery Entry is created to complete the transportation process. During delivery, the software allows users to collect freight charges, record delivery details, update delivery documents, apply additional charges, and automatically update the accounting records.
This module ensures that every delivery is properly documented and can be tracked for future reference.
⚙️ Before You Start
Before using the Delivery of L.R. screen, it is recommended to configure the Delivery of L.R. Voucher Setup.
The Voucher Setup controls:
- 🔢 Delivery Number Generation
- 📦 Default Delivery Type
- ✅ Mandatory Fields
- 💵 Charge Names
- 🧾 GST Options
- 💰 Freight Collection Rules
- 🔍 Delivery Validation
- 📒 Accounting Integration
- 👨 Driver & Agent Options
These settings directly affect the behavior of the Delivery Entry screen and help maintain a standardized delivery process.
🎯 Purpose of Delivery Entry
The Delivery Entry is used to complete the transportation cycle by recording the final delivery of goods.
Using this screen, you can:
- 📦 Deliver booked L.R.s to the customer.
- 📅 Record the delivery date.
- 🔢 Generate a Delivery Number.
- 💰 Collect freight charges.
- ➕ Apply additional delivery charges.
- 👷 Record labour charges.
- 📄 Enter document details.
- 📍 Capture delivery location and remarks.
- 📎 Upload Proof of Delivery (POD).
- 📒 Update customer outstanding and accounting.
🗂️ Main Sections of Delivery Entry
The Delivery Entry screen is divided into multiple sections to simplify the delivery process.
1️⃣ L.R. Selection
The first step is selecting the L.R. that is being delivered.
Users can:
- ✏️ Enter the L.R. Number manually.
- 🔍 Search and fetch the L.R. using the Get L.R. option.
- ⚡ Load the booking details automatically.
Once selected, the software displays the booking information associated with that L.R.
2️⃣ Delivery Information
The top section records the primary delivery details.
Typical information includes:
- 📄 L.R. Number
- 📅 Delivery Date
- 📑 Delivery Number
- 👤 Party
- 🏢 Party Name
- 📍 Party Address
Depending on your Delivery Voucher Setup, the Delivery Number may be generated automatically.
3️⃣ L.R. Details Grid
The central grid displays the L.R. selected for delivery.
Typical information includes:
- 🔢 L.R. Number
- 📅 Booking Date
- 🏙️ From City
- 📍 Destination City
- 👤 Consignor
- 🧾 Consignor GST Number
- 👥 Consignee
- 🧾 Consignee GST Number
This allows users to verify the shipment before completing delivery.
If Item Wise Delivery is enabled in Voucher Setup, item-level delivery information can also be managed.
4️⃣ Delivery Details
This section captures delivery-specific information.
Typical fields include:
- 🚚 Delivery Type
- 👷 Labour
- 📄 Document Number
- 📅 Document Date
- 📍 Delivery At
- 📝 Notes
These details help maintain complete delivery records and provide additional operational information.
5️⃣ Freight & Additional Charges
The Delivery Entry screen allows users to record all delivery-related charges.
Common fields include:
- 💰 Total Freight
- 📦 Hamali
- 🏗️ Service Charge
- 💲 Discount (Kasar)
The names of these charges depend on the configuration defined in the Delivery Voucher Setup.
For example:
- Other Charge Name → Hamali
- Other Charge 2 Name → Service Charge
Organizations can rename these fields according to their business terminology.
6️⃣ POD (Proof of Delivery)
The Delivery Entry screen allows users to attach or upload the Proof of Delivery (POD) document.
Maintaining POD documents provides:
- ✅ Delivery confirmation
- 👤 Customer verification
- 🔍 Quick document retrieval
- 📞 Better complaint resolution
7️⃣ Delivery Summary
The bottom section displays the delivery totals.
The system automatically calculates:
- 📦 Total Items
- 📦 Total Articles
- ⚖️ Total Weight
- 💰 Total Delivery Freight
These totals help users verify the delivery before saving the entry.
🧮 Automatic Calculations
The software automatically performs several calculations during Delivery Entry.
Examples include:
- 💰 Freight Amount
- ➕ Additional Charges
- 💲 Discount
- 💯 Total Delivery Charges
- 📊 Outstanding Amount
These automatic calculations reduce manual work and improve billing accuracy.
📒 Accounting Integration
The Delivery Entry is fully integrated with the Accounting Module.
Depending on your Company Setup and Voucher Setup, the software can automatically update:
- 💳 Customer Outstanding
- 💰 Freight Collection
- 💵 Cash Transactions
- 🏦 Bank Transactions
- 📦 Delivery Charges
- 🚛 Hire Charges
- 🧾 GST Entries
This eliminates duplicate accounting entries and ensures financial records remain accurate.
🧾 GST Integration
The Delivery module supports complete GST management.
Based on your configuration, the system can automatically manage:
- 🧮 GST Calculation
- 📄 GST During Delivery
- 📋 GST Responsibility
- 📊 GST Reports
This helps ensure compliance with applicable GST regulations.
🔄 Delivery Workflow
A typical delivery process follows these steps:
- 📝 Create the L.R. Entry.
- 📦 Load the L.R. into a Memo.
- 🚀 Dispatch the vehicle.
- 📥 Receive the Memo at the destination branch (if applicable).
- ✅ Open the Delivery of L.R. screen.
- 🔍 Select the L.R.
- 👥 Verify consignee and shipment details.
- 💰 Collect freight and additional charges.
- 📋 Record delivery information.
- 📄 Upload POD (if available).
- 💾 Save the Delivery Entry.
- 📊 Update Accounting and Reports automatically.
⚡ Tips for Faster Delivery Processing
To improve delivery efficiency:
- ⚙️ Configure the Delivery of L.R. Voucher Setup before starting operations.
- 🔢 Enable automatic Delivery Number generation.
- 📦 Configure the default Delivery Type.
- 👥 Maintain complete customer master information.
- 💵 Customize charge names according to your business.
- 🔍 Use the Get L.R. option to quickly retrieve booking details.
- 📄 Upload POD documents immediately after delivery.
✅ Best Practices
- 🔍 Verify the selected L.R. before completing delivery.
- 👥 Confirm consignee details before handing over the goods.
- 💰 Record all delivery-related charges accurately.
- 📄 Attach POD documents whenever possible.
- 📝 Use Notes for special delivery instructions or customer remarks.
- 💵 Review freight amounts before saving.
- 🔢 Avoid modifying system-generated Delivery Numbers unless required by your business process.
- 📒 Ensure accounting entries are generated successfully after delivery.
📌 Summary
The Delivery of L.R. screen is the final stage of the Part Truck Load (PTL) transportation workflow. It enables transport companies to record successful deliveries, collect freight charges, apply additional charges, maintain Proof of Delivery (POD), and automatically update accounting records. When used together with the Delivery of L.R. Voucher Setup, it provides a standardized, accurate, and efficient delivery process while ensuring complete traceability from booking to final customer delivery.