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.
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Installing the Delivery Documents add-on requires an active paid subscription plan.
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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.
- If there is a TARIC code for your product, you can type it in the related field.
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Your Organization's address, as well as any Warehouse addresses will be displayed in the Loading address field.
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In case where additional parties are involved in the transport, you can add them by clicking the + Add related entity button. The role may vary and includes the following options: Transporter, Recipient of the sender (Seller), Sender (Seller) or Other correlated entity.
Credit notes usually have a single Move purpose, however there are cases where you may need to set different Move purposes per product line. This may be particularly useful for Delivery notes that contain multiple products.
In such cases, you may fill in the Move purpose field within the product line. If left empty, the general move purpose of the document is applied.
Separate move purposes per product line are also displayed on the display page of the document.
Creating an Invoice from a Delivery note
Elorus allows you to convert a delivery note into a sales document (for example a Receipt or an Invoice) with a single click. To do so, open the delivery note's viewing page and click Create Invoice in the upper-right corner of the page, as shown in the image below.
All relevant information from the selected delivery note is automatically transferred to the sales document.