Sending part of the goods first

Big orders often leave in two boats. The factory finishes 8,000 of 20,000 pieces, the client needs those now, and the rest follows. ClearDesk keeps the count for you and says the balance in plain words, so neither you nor the client has to remember what is still owed.

1. The deal starts like any other

This deal is for 20,000 wooden chairs. The factory’s price is typed in and chosen, the client approves the offer on their page, and both orders are made — the client’s order and your order to the factory.

2. Both orders are in place

With both orders made, the deal moves to making the goods. From here, every piece that leaves is counted against the 20,000.

3. Record the first shipment

When the first 8,000 pieces leave, record that shipment. On the deal this is written in More tools (the full desk): open the client’s order, make a delivery note for 8,000 pieces only, and submit it. ClearDesk reads that record by itself — you do not have to tell it twice.

4. The balance is shown in words

Open the deal. Under the shipping papers it says, in plain words: “Part of the goods shipped — 8,000 of 20,000 pieces.” That one sentence is the whole state of the deal: 12,000 pieces are still to come, and nobody has to keep the number in their head.

5. Record the second shipment the same way

When the remaining 12,000 pieces leave, make the second delivery note the same way, for 12,000 pieces. The papers for each shipment — packing list and commercial invoice — print from that shipment’s own record, so each boat carries papers that match what is on it.

6. All shipped, and the deal closes

The deal now reads “All the goods shipped.” The balance is zero, said in words. From here the deal finishes like any other: the bill of lading is uploaded, the shipment is marked delivered, and the money pages do the rest.

If something looks different

If the first boat carries a different count on your deal, the sentence simply uses your numbers — it always counts pieces from the delivery records, never from memory. If you record a shipment and the words do not change, check in More tools that the delivery note was submitted, not left as a draft; a draft is not counted, on purpose. And if the client asks what is still coming, the answer is that one sentence on the deal page — you can read it to them exactly as written.