Delivery Settings
Overview
Delivery Settings — Business Overview
Delivery Settings is a control document used to define how deliveries are managed across the organization in Dafater. It acts as a central place where delivery-related rules and preferences are defined, ensuring that all delivery transactions follow consistent business standards.
Purpose in Business Operations
Delivery Settings is used to standardize how goods are delivered to customers or internal locations. Instead of deciding delivery rules every time a transaction is created, the business defines them once in Delivery Settings and applies them automatically across all relevant delivery activities.
This helps the organization:
- Maintain consistency in delivery processes
- Reduce errors and misunderstandings
- Align logistics operations with company policies
Prerequisites and Setup Requirements
Before using Delivery Settings effectively, the business should ensure:
- Products or items are already defined in Dafater
- Warehouses or stock locations are properly set up
- Delivery processes and responsibilities are clearly agreed upon internally
Delivery Settings is usually configured early, before large-scale delivery operations begin.
Typical Workflow and Business Fit
Define Delivery Rules
The business sets up Delivery Settings to reflect how deliveries should be handled by default.Apply Across Transactions
Once saved, these settings automatically guide delivery-related documents and activities.Execute Deliveries Consistently
Staff involved in shipping or logistics follow the predefined rules without needing to make individual decisions.Monitor and Improve
Management can review outcomes and adjust Delivery Settings if delivery strategies change.
This document fits into the broader order fulfillment and inventory movement process, ensuring smooth coordination between sales, warehouse, and logistics teams.
Key Business Scenarios Where Delivery Settings Is Essential
- High-volume sales operations where consistent delivery handling is critical
- Multi-warehouse businesses that need standardized delivery behavior
- Growing organizations aiming to reduce dependency on manual decision-making
- Customer-focused businesses that want reliable and predictable delivery outcomes
Important Considerations for Users
- Changes to Delivery Settings can impact all future deliveries, so updates should be made carefully
- It should be reviewed periodically to ensure it still matches current business practices
- Only authorized users should modify Delivery Settings to avoid operational disruptions
- Clear internal communication is important whenever delivery rules are updated
In summary, Delivery Settings is a foundational business document in Dafater that ensures delivery operations run smoothly, consistently, and in line with company policy.
Basic Information
- Module: Stock
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| dispatch_template | Dispatch Notification Template | Link | Email Template | Email template Dafater uses to notify customers about dispatch. | |
| dispatch_attachment | Dispatch Notification Attachment | Link | Print Format | Print format Dafater attaches to dispatch notification emails. | |
| sendwithattachment | Send with Attachment | Check | - | Enable sending dispatch notifications with attachments from Dafater. | |
| stop_delay | Delay between Delivery Stops | Int | - | Time gap between delivery stops for routing in Dafater. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Delivery Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Email Template | Links to | |
| Print Format | Links to | Printing |