Product Distribution

Product Distribution in ERPNext is used to transfer or deliver items from one warehouse to another for example, from Stock Preparation to a school, field officer, or ISP. Each record tracks quantities, serial numbers, workflow status, and attachments.

Steps to Record a Product Distribution

  1. Access Product Distribution
    - In the left sidebar, click on Imagine Worldwide.
    - Select Product Distribution from the list. (Under the Shortcut or Masters
    - Alternatively, search for Product Distribution in the Awesome Search Bar.
  2. Create a New Record
    - Click Add New Product Distribution.(On the Listview Top Right)
    - Fill in required details such as:
    • Date (Autopopulated - default today e.g 31-Aug-2025)
    • Delivery Type (e.g Stock Preparation to Transit to ISP)
    • Source Warehouse (e.g. Stock Preparation)
    • Destination Warehouse (e.g. ISP Replacement)
    • Driver Name (Then delivery person e.g John Doe)
    • Fill in the rest of the other fields under the Driver & Truck Details (Optional)
  3. Add Product Deliveries
    - Under Product Deliveries, specify:
    • Item Code/Name (e.g., Wifi Routers)
    • Issued Quantity (e.g., 3)
    • Serial Numbers for each item
    • Received Quantity (filled at delivery)
    • Lost in Transit (autocalculated if the received qty is less the issued qty)
    Example: 3 Wifi Routers issued → 3 received → none lost.
  4. Attach Supporting Documents
    - Upload delivery or dispatch notes under Attachment Details.
  5. Follow the Workflow
    Product Distribution moves through the following states:
    1. Draft → Record is created but not yet initiated.
    2. Pending Outbound → Initiated and waiting for outbound confirmation.
    3. Outbound Confirmed → Stock issued from Stock Preparation to Outbound Delivery.
    4. Pending Loading → Awaiting loading onto vehicle.
    5. Loading Confirmed → Items successfully loaded. Stock is transferred from Outbound to Transit
    6. Pending Delivery → En route to destination.
    7. Delivery Confirmed → Stock received at school/ISP. Prompt appears where Delivered qty needs to be
      added and confirmed. Stock is moved from Transit to the destination
    8. Rejected → Rejection during outbound stage.
    9. Cancelled → Cancelled after delivery confirmation. This action will cancel all related stock movement hence the process needs to be started afresh.
  6. Handle Variances
    - If delivered quantity is less than issued, the balance remains in Transit Warehouse.
    - It is upon the driver to provide an explanation before reconciliation.

Status Tracking

  • Workflow State: Shows progress (e.g Pending Outbound, Loading Confirmed, Delivery Confirmed).
  • Status: Indicates final outcome (e.g Delivery Confirmed).
Discard
Save
This page has been updated since your last edit. Your draft may contain outdated content. Load Latest Version

On this page

Review Changes ← Back to Content
Message Status Space Raised By Last update on