The Delivery Notes tab helps you track items delivered to customers. You can create, edit, and manage all your delivery notes in one place, ensuring accurate records of items sent for each order.
To create a new delivery note, click the New Delivery Note button.
The Delivery Notes tab contains the following columns:
The Date column shows when items were delivered to the customer.
This date records the actual delivery, not when the delivery note was created.
Use accurate delivery dates for inventory tracking and customer service records.
The Reference column displays the unique identifier for each delivery note.
Reference numbers help track shipments and match delivery notes to customer inquiries.
You can use automatic numbering or enter custom references like tracking numbers.
The Order Number column shows which sales order this delivery fulfills.
Link delivery notes to sales orders to track partial shipments and order completion.
This connection ensures accurate order fulfillment and inventory allocation.
The Invoice Number column displays the sales invoice associated with this delivery.
Linking deliveries to invoices helps verify that customers are billed for shipped items.
This ensures proper revenue recognition and prevents billing errors.
The Customer column identifies who received the delivered items.
Customer information includes their code and name for easy identification.
This helps track delivery history and resolve shipping inquiries.
The Inventory Location column shows which warehouse or location shipped the items.
Multiple locations help track inventory movement between warehouses and stores.
This information is crucial for inventory control and logistics management.
The Description column provides additional details about the delivery.
Include shipping instructions, special handling notes, or delivery conditions.
Descriptions help staff and customers understand the context of each delivery.
The Qty Delivered column shows the total quantity of items delivered.
This represents the sum of all line items on the delivery note.
Use this to quickly assess delivery volumes and verify shipment completeness.