How can I issue a Delivery note?
- 16 May 2025
- Contributors
How can I issue a Delivery note?
- Updated on 16 May 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 install the Delivery notes add-on within Settings > Add-ons.
Installing the Delivery Documents add-on requires an active paid subscription plan and is available for an additional fee of €2/month.
Any subscription change (upgrade or downgrade) will also apply to this add-on’s billing.
Delivery notes add-on is not supported for organizations still using older subscription plans (Basic, Professional, or Business).
Once enabled, a new submenu appears in the ...More menu, the Delivery notes menu.
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, Shipping address, Move purpose, and Quantity.
- You can pre-save the Loading address within Settings > Application settings > Inventory settings. If you have multiple warehouses, you can save multiple Loading addresses.
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