Delivery Notes

“This page displays everything related to delivery notes.”

To access the Delivery Notes page, please follow these instructions carefully:

• Log in to the Sales screen from the main menu by clicking on the “Sales” option.
• Then, go to the Invoice window by clicking on it.
• Click on the “Delivery Notes” page by selecting the link with this name from the menu.

Options and Features of the Delivery Notes page:

• On this page, you will find an option to use filters, “Date – …,” which can be accessed by clicking on the filter icon on the left side of the page. Using these filters, you can query the invoices in the system.
• You can view any existing delivery note with the ability to edit it according to your needs and requirements.
• You can also check the accounting entry associated with any of those documents through a custom button at the end of each transaction.
• You have the ability to print any delivery note and keep a hard copy.

Explanation of how to create a new delivery note:

“To create a new delivery note, you can click on the link at the top of the page labeled ‘New Delivery Note.’ Please follow these instructions carefully:”

• Basic Delivery Note Data:

1. 1. When assigning a delivery note, you can specify the date of creation of the note, which is automatically set based on the current date, but you have the option to edit it.
   2. You can choose the establishment branch related to the delivery note from the dropdown list of establishment branches.
   3. Each delivery note has a unique reference used to identify it within the system, and this reference is a serial number that can be recognized.
   4. Select the customer for whom the delivery note is intended from the dropdown list of customers.
   5. Choose the customer’s branch from the dropdown list of customer branches.
   6. Through the Delivery Notes page, you can check the customer’s credit limit before executing the note.
   7. Choose the appropriate sales type for the delivery note from the “Price List” dropdown menu.
   8. You can also specify the suitable payment terms for the customer through the “Payment” menu, where the default payment type is usually set, but you can change it as needed.

2. Delivery Note Items Table:

   1. Start by selecting the items for the delivery note, whether they are previously purchased products, manufactured products, or services.
   2. Specify the quantity you want to deliver for each item.
   3. The price field will be automatically filled based on the selected pricing in the basic delivery note data, according to the “Sales Pricing,” but you can adjust this price if necessary.
   4. Add the desired discount percentage for each item.
   5. The system supports all types of taxes, and they will be added automatically to the delivery note.
   6. You can also enter the shipping cost associated with the delivery note in the shipping cost field, then click the “Update” button to save the changes.

• Data for the Delivery Process:

1. 1. You will also be asked to choose the warehouse from which the items in the delivery note will be delivered.
   2. Finally, you must select the shipping company that will handle the delivery of the items in the delivery note.

When you have filled in all the details, click the “Insert Delivery Note” button to create the note.”

There is an additional way to create a delivery note:

• You can create a delivery note using the “Templates” link at the top of the page. This is done by creating a template for a sales order. This template will be ready for conversion to a delivery note with a single click, without the need to manually add delivery data.