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<< Click to Display Table of Contents >> Navigation: Delivery Notes > Create a Delivery Note |
Delivery notes need to be placed from a sales order and are not available while in quote mode. See accept a quote.
To create a new delivery note:
•Click the Del. Note button on the main quote toolbar (needs to be saved first)
•Right-click the order reference and select Delivery Note
Print Delivery Note
If Simple Delivery Note is checked the Print and Preview buttons are shown. Click to proceed with printing one delivery note for all products. (See simple vs advanced delivery notes).
Otherwise you will be presented with the Print Delivery Note screen.
Details
The customer will be completed with their address. You can click the drop down box to select from the customer's delivery addresses (setup in the customer screen > delivery address).
Special Instructions
Enter any special notes about delivery location to appear on the bottom of the delivery note printout.
Order Details
The sales order and own ref will be completed.
Delivery Method
Select delivery from the drop down box if required
Delivery Date
The date will already be completed but you can click the calendar to pick a different date if required.
Products - How to create a delivery note
All products on the original order are listed with their item number and quantity. The P/O number.
1.Enter the quantity you are delivering in the Qty Del column. (You can enable an option to prevent "over deliveries" so that if the order quantity is 3 you cannot try to deliver 5. See delivery note options).
OR
Click Deliver All so that all the quantities are completed for you.
2.Enter any free type note for internal use (does not appear on the printed delivery note).
TIP - Enter DNS into the notes box for "Do Not Show" to hide any product from showing in the "To Follow" section of the printed delivery note.
3.Click Update to save the delivery and Print/Preview.
(Any items not on the delivery note will show under the heading "Items to follow" if the option is enabled).
You can return to the delivery note and repeat the process until all items have been delivered.
Each delivery note that is created in this way will add an entry to the Delivery Notes tab of the projects screen.
Related Topics:
Delivery Note Layout Options