Delivery Notes
Delivery Notes
Overview
Delivery Notes are documents generated in the system that accompany invoices and confirm the delivery of goods to a customer 📦. They are used to update stock levels and track deliveries. Accountants, bookkeepers, and finance staff use this page to manage delivery notes.
Navigation Path
To access the Delivery Notes page, navigate to Sales > Delivery Notes 📈. You can also create a delivery note from an invoice page via the delivery note button in the actions dropdown on the top right.
Field Descriptions
The following fields are available on the Delivery Notes page:
Main Delivery Note Fields
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Date | Date the stock entries will be posted | Date (YYYY-MM-DD) | Current date |
| Invoice | Sales invoice the delivery is linked to | Invoice number | Required |
| Warehouse | Warehouse for inventory deduction | Warehouse name | Optional |
| Comments | Optional field for recording comments on the delivery | Text string | Optional |
Line Item Fields
The delivery note form includes a data table with the following columns:
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Item | Product being delivered | Product name | Auto-populated from invoice |
| Ordered Quantity | Quantity of item ordered | Numeric value (e.g., 2) | Auto-populated from invoice |
| Outstanding Quantity | Quantity of item still outstanding | Numeric value (e.g., 2) | Auto-populated from invoice |
| Quantity | Quantity of item being delivered | Numeric value (e.g., 2) | Required |
Actions & Buttons
- Create Delivery Note: Click this button to create a new delivery note 📝.
- Submit: Submits the delivery note and updates stock levels 📊.
- Save as Draft: Saves the delivery note as a draft for later modification 🗂️.
- Void: Voids the delivery note and reverses any associated stock updates ❌.
Examples / Usage Notes
For example, you might create a delivery note for an invoice with 2 units of a product outstanding. The delivery note would include the item details, ordered quantity, outstanding quantity, and the quantity being delivered.
When creating a delivery note, you can adjust the quantities as needed. The system will prevent you from delivering more items than are outstanding.
Related Pages or Links
For more information on managing sales and inventory, refer to the Sales and Inventory articles.