ℹ️ Purpose: Deliveries let you track what materials actually arrived on-site, compare them against what was ordered, and attach photos or documentation for internal review.

You can track a delivery before or after receiving the AP Invoice

Terial supports two ways to record deliveries:

A. Convert a Purchase Order into a Delivery (Recommended)

Use this when materials received correspond to items on an existing PO.

Steps

Open the Purchase Order
Navigate to Production → Purchase Orders and open the PO you want to convert.
Select the items delivered
Check the boxes next to the relevant line items.
- You can select all items or only the ones delivered.
Click "+ Delivery"
- This opens a modal with two choices:
  - New Delivery – Create a brand-new delivery for these items.
  - Existing Delivery – Add the items to an already-open delivery.
Fill out Delivery Details
- You'll be taken to the Delivery editing page.
  
  Required:
  - Status (defaults to Delivered)
  - Assigned To (the person responsible for verifying deliveries)
  Optional:
  - Date Received
  - Delivery Address (pre-filled from the PO)
  - Notes
  - Upload photos (delivery slips, materials, site photos)
Record quantities received
- At the bottom table:
  - Use the arrow icons to copy the "Ordered" quantity into "Received" if they match.
  - Adjust manually if only a partial shipment arrived.
  - Click + Delivery Row to add additional items not from that PO.
Save
- Once saved, a notification modal will appear prompting you to email internal project members. This step is optional.

B. Create a Delivery Manually (Not From a PO)

Use this for walk-in purchases, field-reported material drops, or deliveries not tied to a specific PO.

Where to start

You can create a new delivery from two places:

Option 1: From the Deliveries Page

Go to Production → Deliveries in the left navigation.
Click + New Delivery.

Option 2: From a Project Page

Open the project.
Click the context menu (three dots) → Deliveries.
Click + New Delivery.

Steps to Complete the Delivery

Enter delivery information

Required:
- Status
- Assigned To
Optional:
- Date Received
- Delivery Address
- Notes
- Photos (recommended for audit trail)
Add materials manually
- Click + Delivery Row
- Choose a project and associated PO/material (if applicable), or use the global search to add any material from the system.
Enter quantities received
You'll only fill out the "Received" column since there's no associated PO data to pull from.
Save and optionally notify internal team members.

Summary: When to Use Which Method

Method	Use When	Benefits
Convert from PO	Materials were previously ordered via Terial	Auto-populates quantities and materials, cleaner cost tracking
New Delivery (manual)	Delivery is not tied to a PO or partially came from outside vendors	Flexible, supports field-reported materials and miscellaneous items