Overview
The Delivered Items list helps users confirm what has already been delivered to customers and supports follow-up when questions arise about quantities, dates, or fulfillment status.
Helpful note: This guide is especially useful for operations, sales support, and customer service teams that need to confirm what has already been sent.
Where To Find It
Path: Customers > Delivered Items
How to use the Delivered Items list in QBM to review delivered quantities, trace customer deliveries, and support follow-up after goods have been issued.
How It Works
QBM gathers delivered-item activity into a review list so users can search, filter, and trace what was delivered, when it happened, and which customer or document it belongs to.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Delivery history list | Shows the delivered items recorded in QBM. | Use it to confirm what has already been delivered. |
| Customer and document tracing | Helps users connect delivered items to the customer and source document. | Use it when responding to customer questions or internal checks. |
| Quantity review | Supports review of delivered quantities and timing. | Use it when verifying whether delivery is complete or still outstanding. |
Recommended Workflow
- Open the Delivered Items list and search for the customer, item, or date range you need.
- Review the delivered quantities and the related source document references.
- Open the linked transaction or delivery document when more detail is needed.
- Use the information to answer customer questions or support internal follow-up.
- Move to the delivery-note or invoice workflow if additional action is required.
Best Practice
- Use delivered-item history when there is uncertainty about what was already shipped.
- Match delivered quantities to the source document before escalating an issue.
- Keep delivery references clear so later follow-up is faster.