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Imagine Wordwide

Imagine Wordwide

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).
Last updated 2 months ago
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