Delivery Tracking

Manage delivery notes, zones and driver dispatch

Enabling Delivery Tracking

Delivery tracking is an optional feature. Enable it at Settings → Delivery by toggling Enable Delivery Tracking. Once enabled, a Deliveries section appears under Inventory.

Delivery preferences you can configure:

Allow Customer Pickup: Customers collect goods at your premises
Allow Dispatch: You deliver goods to customer addresses using zones
Default Method: Pre-selected method when creating a new delivery note
Require Delivery Note on Sale: Show a warning when finalizing an invoice without a delivery note

Delivery Zones

Delivery zones define geographic areas with associated fee rules. Set them up at Settings → Delivery → Delivery Zones.

Fee Type	How It Works
Free	No delivery fee charged for this zone
Flat	A fixed KES amount added to every delivery in this zone
Percentage	A percentage of the invoice total is charged as a delivery fee

The delivery fee is calculated and snapshotted at the time the delivery note is created, not when the zone settings change.

Fee Calculation Examples

Free zone

Invoice total: KES 10,000. Delivery fee: KES 0. Total charged: KES 10,000.

Flat fee

Zone fee: KES 500. Invoice total: KES 10,000. Delivery fee: KES 500. Total charged: KES 10,500.

Percentage

Zone rate: 5%. Invoice total: KES 10,000. Delivery fee: KES 500 (5% of 10,000). Total charged: KES 10,500.

Snapshot pricing: The delivery fee is locked in when the delivery note is created. If you later change the zone's fee settings, existing delivery notes keep their original fee. Only new delivery notes use the updated rates.

Creating a Delivery Note

Go to Inventory → Deliveries → New Delivery Note.

Select the invoice this delivery is for
Choose the delivery method: Pickup or Dispatch
If dispatch, select the delivery zone
Optionally enter the delivery address, driver name, and driver phone
Set a scheduled delivery date if applicable
Add any notes for the driver or customer
Save — the delivery note is created with status Pending

You can also create a delivery note directly from the invoice detail page — click Create Delivery Note in the Delivery card at the bottom of the invoice.

Delivery Status Flow

Pending→Dispatched→In Transit→Delivered

Pending

Delivery note created but driver not yet assigned or dispatched

Dispatched

Driver has been assigned and goods are ready to leave

In Transit

Goods are on the way to the customer

Delivered

Customer has received the goods — delivery complete

Failed

Delivery attempt failed (customer absent, wrong address, etc.)

Returned

Goods returned to warehouse after failed delivery

Status updates are made from the delivery note detail page by users with the inventory.transfer permission.