Maximizing Business Flexibility with Empress Over-Delivery Feature

Guides & Tutorials
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Introduction

In this guide, we will guide you through the Over-Delivery and Over-Billing feature in Empress, a robust business management tool. This feature is essential for businesses that need some flexibility in their sales and purchase transactions, particularly when the delivered or billed quantity exceeds the originally agreed-upon quantity.

Introduction

The Over-Delivery and Over-Billing feature allows you to validate the quantity of items in your Delivery Notes and Invoices against the original Sales Order. In other words, Empress checks whether the delivered quantity matches the one specified in the Sales Order. If there is a discrepancy, Empress alerts you with a validation message.

This feature is particularly useful for businesses that may occasionally need to deliver or bill more items than initially specified.

Key Features

Here’s how the Over-Delivery and Over-Billing feature can help streamline your business operations:

  1. Over-Delivery Permission: Empress allows you to set a limit on how much you can over-deliver. This limit can be defined in the Item master as a percentage. For instance, if the Allow over delivery or receipt up to this percent is set to 10%, you can deliver 10% more than what’s specified in the Sales Order without triggering a validation error.

  2. Item Rate Validation: Empress also validates the item’s rate when you create an invoice. This validation is based on the preceding transaction, such as a Sales Order. This check ensures that the invoiced rate aligns with the agreed-upon rate, maintaining accuracy and consistency across your business transactions.

  3. Global Over-Delivery Limit: For businesses seeking uniformity, Empress allows you to set a global limit for over-delivery. This means that the same over-delivery percentage applies to all items.

How to Use the Over-Delivery and Over-Billing Feature

Using the Over-Delivery and Over-Billing feature in Empress is easy. Here’s how you can enable and manage this feature:

  1. Enable Over-Delivery: To allow over-delivery, navigate to the Item master and update the Allow over delivery or receipt up to this percent field. Enter the desired percentage and save changes.

  2. Update Global Over-Delivery Limit: To set a global over-delivery limit, navigate to Stock > Setup > Stock Settings. Here, you can set the Limit Percentage that applies to all items. Click Save to update the Stock Settings.

By understanding and using the Over-Delivery and Over-Billing feature in Empress, you can optimize your sales and purchase processes, tailor the system to your unique needs, and ensure smooth, efficient business operations.

Empress is committed to providing you with user-friendly features that can help your business grow. For any additional help or information, please refer to our support resources or contact our customer service team.