How can I issue a Delivery note?
- 10 Feb 2025
- Contributors
How can I issue a Delivery note?
- Updated on 10 Feb 2025
- Contributors
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Why should I issue a Delivery note?
A Delivery note is a document that accompanies the transport of uninvoiced goods, ensuring proper control upon receipt. It serves to record and legitimize the transaction, while verifying that the delivered products match those ordered.
Basic elements of a Delivery note
A Delivery Note typically includes the following details:
- Sender & Recipient information: Company names, addresses, and contact details.
- Description of the goods: Details of the items, including quantities, product codes, and optional short descriptions.
- Dispatch Date & Time: The date and time the goods are dispatched.
- Move purpose: In addition to sales, goods can also be sent for other purposes (e.g. sampling, exhibitions, returns, free disposal, recycling, etc.).
- Vehicle No.: The registration number of the vehicle used for dispatch.
Activate Delivery notes
Before adding a Delivery note, you need to activate the Delivery notes module in Settings > Application settings > Delivery notes.
Once enabled, a new field appears in the Inventory Settings allowing you to register the Loading Address -the warehouse address from which product distribution begins. If you have multiple warehouses, you can save multiple Loading addresses.
Add a Delivery note
To create a new Delivery note, go to ...More > Delivery notes > Add.
- Make sure to fill in all mandatory fields on the Delivery note, including Loading address, Move purpose, and Quantity.
- You must also provide the Contact's Billing & Shipping address (these fields cannot be left blank).
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