Overview
Retail supply chains rarely involve receiving 1,000 units all at once. The Planned Deliveries feature allows you to divide a single Purchase Order into multiple scheduled shipments. This improves cash flow, storage planning, and replenishment accuracy.
Feature | Planned Deliveries | Instant Deliveries |
When to create? | During Drafted status only. | Any time after the PO is Shipped. |
Purpose | To schedule a recurring or split arrival. | To record unexpected or early arrivals. |
Flexibility | Quantities are locked once confirmed. | Can be added as needed. |
Impact | Used for replenishment forecasting. | Used for immediate stock updates. |
How to Use Planned Deliveries
1. Setting up the Schedule (Draft Stage)
While your PO is in Drafted status, navigate to the Deliveries tab and click "Plan Future Delivery."
Set Frequency: Choose Monthly, Every 2 Months, Quarterly, or Custom.
Quantity Split: Tightly automatically divides your total PO quantity by the number of deliveries.
Custom Dates: If "Custom" is selected, you can manually select specific dates for each arrival.
2. Locking the Agreement (Confirmed Stage)
Once you move the PO to Confirmed, the Expected Quantities are locked. This prevents accidental changes to the agreement you made with your supplier.
3. Recording Arrivals
As shipments arrive:
Go to the Deliveries tab.
Input the Delivered Quantity next to the corresponding Planned Delivery.
Important: Tightly requires the "Expected Delivery Date" to be in the future or today to record a delivery. If a shipment is late, simply update the expected date to the current date to unlock the "Delivered Quantity" field.
4. Handling Deviations (Instant Deliveries)
If your supplier sends a "bonus" shipment or an early batch that wasn't part of the original plan, you don't need to edit your planned schedule. Simply use the Instant Delivery feature to record the items. This will update your stock without affecting your remaining planned deliveries.