Projects > Delivery Notes

Any columns displaying a * in the column heading have right-click options.

Ensure you have expanded the screen so you can see all options. See Customise the screen.

The Delivery Notes tab lists all delivery notes and picking lists that have been created. Note that this does not work if you are using a simple delivery note, see customise delivery note layout. A pickling list is created instead of a purchase order if there are

By default they are listed in order reference order with the newest at the top. To change the order see Sort Direction, below.

Right-click Del Note

Right-click the delivery note reference to:

•Reprint Delivery Note
Click to reprint the delivery note. You cannot make changes to it here.

You can restrict the reprinting of delivery notes by going to Tools > Passwords & Security and increasing the level of "Delivery Note (Reprint)". See Passwords & Security for more information.

•Cancel Delivery Note
Click to cancel the delivery note. This will remove all products as being delivered and allow you to re-deliver them.

•Confirm Delivery
If you wish to confirm the delivery has arrived with the customer you can record a confirmation with quantities here.

•Invoice Delivery (Create)
This allows you to produce an invoice just for the products that have been delivered.
Only available if you have enabled the option in Invoice Layout options. Once the invoice is printed the sales order becomes locked so you cannot edit it.

Right-click Order Ref

This right-click menu is the same across all quote/orders and is a shortcut to many options.

Right-click Name

This right-click menu is the same as right-clicking on a customer's name in the customer screen.

Further Options

When filtering the delivery notes, you can go to the Projects menu on the top menubar and select to export all to Excel, export picking lists, or set the layout of the screen to all users.

Searching and Filtering

See the Projects overview for how to search and filter data.

Export to Excel (or CSV)

Click to export the current projects screen view to an Excel spreadsheet. The spreadsheet opens automatically so you can edit and save as required. If you have filtered the list the export will be the filtered list too. Note you cannot re-import the spreadsheet data back into EQ.

By default exporting to Excel requires MS Excel to be installed on the same PC as EQ and requires a compatible version of Excel. In EQ version 14 you can select to export as CSV which will save your file and open in any compatible spreadsheet program. See Tools > Customise > Project Tabs > tick 'Use CSV format for all Excel exports'

Print List

Print the current list view. If you have filtered the list the print out will be the filtered list too.

Select Columns

Show a list of column headings you can add into the current tab. Place a X check mark by title to display the column.

You can re-arrange the columns by clicking on the column heading and dragging it with the cursor to a new position and then releasing the mouse button. You can change the column width by clicking and dragging the dividing line of a column.