General Info

A delivery note is a document that accompanies a shipment of goods. It provides a list of the products and quantity of the goods included in the delivery.

Create a Delivery Note

1. On the left menu, choose Sales > Delivery Note. Choose New > Create New button on the top right.

2. Enter all necessary information and choose Save & Stay floating button.

Column	Description
Ref Code	Internal reference code for your own reference.
Version	Any numeric value. You can leave it blank and by default it will have value 1
Date	The Delivery Note document date.
Due Date	The date by which the Delivery Note is valid. You can select Payment Terms to trigger the auto calculated Due Date.
Customer	The party who request for the Delivery Note.
Order No	Order number from the customer who request the Delivery Note (if any).
Sales Person	The Sales Person who responsible for the Delivery Note or the deal.
Bill To	The contact person of the selected customer. All bills related will be sent to this contact.
Payment Terms	To specify when the customer should make the payment if the deal is succeed. Select the Payment Terms option value will trigger the recalculation of Due Date.
Payment Type	To specify how the customer should make the payment.
Ship To	The person whom the goods will be delivered to.
Shipping Date	The date when the goods will be delivered.
Shipping Terms	The transport and the carrier.
Notes	Some notes for the person who receive the Delivery Note. You can also set a Default Notes for all delivery notes.
Remarks	Some internal remarks regarding to this Delivery Note.
Keyword	Enter some meaningful keywords that is related to this document which will allow you to search the Delivery Note easily.
Items	The detail information of the items or services. If the item is defined in your Inventory Database, choose the magnifier button beside the Code to retrieve the item information from database. Otherwise you may specify any item code in the Code column. Code - reference code of the item or service. Name - a short name of the item or service. Desc - detail description regarding the item or service. Quantity - a numeric value for quantity, with a magnitude of a quantity. Unit Gross Weight - the gross weight of single quantity. Unit Net Weight - the net weight of single quantity.
Gross Weight	The total gross weight calculated from all items price.
Net Weight	The total net weight calculated from all items price.

3. Click button + Add Row to add more items or services.

4. Click on the red color dusbin button to remove item.

5. Drag the item using mouse cursor to reset the sequence of the items.

6. You can save the Delivery Note as Draft or Generated Document. If the Delivery Note is saved as draft, there is not reference code given. However, if it is saved as Generated Document, a unique reference code will be generated and give to this document.

Attachment

Attach any documents that is related to this Delivery Note.

Document Security

System Admin and the owner of the Delivery Note can lock a document once it is completed to avoid the document been edited or deleted accidentally. It can be locked or unlocked anytime.

Activity Log

List of activities perform on this Delivery Note with timestamp.

Preview

Preview the Delivery Note using the pre-defined template.