Creating a delivery note is a vital step in the shipping process. This document ensures that all the details of the order, such as the items being shipped, quantities, and recipient information, are clearly outlined. A well-prepared delivery note helps maintain transparency and efficiency in the transaction, while also facilitating the tracking and confirmation of goods received by the client.
To produce this document, click on Point of Sale and create a new estimate or open an existing estimate. Add the products and quantities you need to deliver.
Click on the green Delivery button in the bottom right corner of the Point of Sale, next to the Work Order button.
In the next window, check the following information:
- Reference
- Date
- Product
- In Inventory
- Quantity requested
- Delivered
- On Hold
- Sent
If necessary, you can include notes that will be printed on the document. You can edit the Sent column if you do not want to send all the quantities initially required (optional). Click on Deliver.
To access the document generated in the sale, click on the Documents tab and the Delivery Document will be there.
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