Flexi's default state is to not create delivery requests (if there isn't enough stock, the delivery note creation will fail). You can activate the option to generate delivery requests in the company settings (Company -> Settings -> Modules -> Goods).

A delivery request is a delivery note item that has not been issued from stock. It is created when a delivery note is generated at a time when there is not enough stock available (e.g., due to invoicing).

It can be distinguished from a standard delivery item by a positive value in the Requested units column and a zero value in the Quantity column.

The accounting value of delivery requests remains 0 until they are settled. This can also be used to identify them, although a 0 value is not necessarily a definitive indicator.

On the stock card, the number of delivery requests is reflected in the Requested units column.

Let's use a simple example to demonstrate how a request is created and subsequently settled through an update.

On the stock card, the unit balance is 0, and we need to invoice along with automatic creation of a delivery note. Flexi will notify us of insufficient stock even while saving the invoice item.

After saving the invoice, which automatically resulted in the creation of a delivery note (and thus also a delivery request), we can return to the stock card.

Here we can see a value of 1 in the Requested units column and a value of -1 in the Stock level in units including requests column. The unit price of the request is 0.

Now we reach the stage where the goods have arrived in stock - we create a receipt note for 1 unit.

After saving it, we can observe a positive value on the stock card in both the Stock level in units column and the Requested units column.

In our case, however, the desired state is 0 in both columns (in reality, the stock is indeed at 0).

So we run the delivery request update - found in the Tools -> Update Delivery Requests module. Once it's complete, the stock card will show the following values.

If an unsettled request remains on the stock card, stock recalculation will not remove it. Recalculation works with prices; only this function settles requests.

Stocktaking takes requests into account (it increases the system stock levels by the delivery requests). However, for better handling during stocktaking, we recommend settling delivery requests before performing the stocktake.

All requests should also be settled before initializing the next accounting period. ABRA Flexi cannot fulfill delivery requests from a previous accounting period using a receipt note in the following one.

A reservation takes priority over a delivery request.

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