Do you deliver goods to your customers?
Use the Delivery notes app to create and print delivery notes.
This app lets you generate delivery notes either with a single click from a quote, or by composing the delivery note directly.
Activating the Delivery notes app adds the following elements to the application:
- the Delivery notes function in your application's Sales menu
- the "delivery note" object in the "quote to invoice" sales management chain. In this way, you can create a delivery note from an estimate, and transform a delivery note into a total or partial invoice.
- create delivery notes from a contact, a company or a case.
1. Creating the Delivery Note
There are two options for creating, printing and e-mailing a delivery note:
- convert a quotation into a delivery note, using the "make a delivery note" link on the quotation.
- or go to the Delivery note module in the Sales Menu to create your delivery note directly by clicking on New delivery note.
The application lets you quickly compose and edit your voucher using data already stored on your Virtual Desktop:
- Your products in the catalog
- Your company details
- The contact details of your customers/prospects, in your sales contacts
Delivery note numbering and dating are automatic. However, you can customize the numbering format from the "Settings" module in the "Sales" menu, then "Delivery notes", by clicking on the "Numbering rule" link.
The creation of a delivery note, like that of a quotation, invoice or purchase order, takes place in two stages.
- First enter the characteristics of your sales document and your contact details, then validate.
- Then enter the list of items for your delivery and the quantities. You can then print your voucher, send it by e-mail, and turn it into an invoice.
2. Stock management
- If your delivery note is generated from an estimate, destocking is proposed when the estimate is transformed into a delivery note.
- If you create a delivery note directly, to remove your products from stock from the note, use the "remove from stock" link in the shortcut block on the left-hand side of your delivery note.
This function is also particularly useful if you wish to indicate the batch numbers and expiration dates of used items on your delivery note. The stock removal page enables you to designate products removed from stock, and thus have batch and expiration date information on your items and the printed document, for improved traceability.
3. App settings
This app offers a number of settings, notably to force stock removal when a quotation is transferred to BL, for example. If the setting is activated, the "remove from stock" box cannot be unchecked.
Other settings concern :
- PDF display of quantities ordered and delivered
- Calculation of deliverable quantities based on quantities forecast on the delivery note rather than on stock movements already carried out.
Use these settings to personalize and automate the processing of your data.
