Guide Categories
Delivery Notes
Create and manage delivery notes to track shipments and deliveries to customers.
Overview
Delivery notes are documents that accompany shipments to customers, providing details about what has been delivered. They serve as proof of delivery and help track inventory movements from your business to customers.
Note
Delivery notes help maintain accurate inventory records and provide documentation for the delivery process.
Creating a Delivery Note
To create a new delivery note:
- Navigate to the Delivery Notes tab
- Click New Delivery Note
- Select the customer receiving the delivery
- Enter delivery date and reference information
- Add items being delivered with quantities
- Include delivery address and special instructions
- Save the delivery note
Key Information Fields
| Field | Description |
|---|---|
| Date | The delivery date |
| Reference | Delivery note reference number |
| Customer | The customer receiving the delivery |
| Delivery Address | Where the items are being delivered |
| Items | List of items and quantities being delivered |
| Status | Delivery status (Pending, Delivered, etc.) |
Integration with Sales Process
Delivery notes integrate with your sales process:
- Can be created from existing sales orders or quotes
- Updates inventory levels when items are delivered
- Provides tracking for partial deliveries
- Links to sales invoices for billing
- Generates delivery confirmation records
Best Practices
- Include clear delivery instructions and contact information
- Verify delivery addresses before creating notes
- Update delivery status promptly when items are delivered
- Obtain delivery confirmation from customers when possible
- Keep copies of signed delivery notes for records
- Use delivery notes to track inventory movements accurately
Pro Tip
Well-organized delivery notes improve customer satisfaction and help resolve any delivery disputes quickly.