Delivery Notes Tutorial

Overview#

💡These tutorials explain how to create a Delivery Note, arrange deliveries in batches, sign a Delivery Note on the Tracker app, and invoice it.

For every button, field and setting on the screen, see Delivery Notes.

How to Create a Delivery Note#

• From a Sales Order or Work Order: Open it, click Actions (button) and select Copy to Delivery Note. Each item's Specification is copied to its Note field.
• Manually: Navigate to Delivery Notes, click New (button) and select the Customer. Then add lines with S/Order, W/Order, Material or Custom.

1. Complete the header as follows:
   • Note: A red warning bar appears when the customer, Address or Contact is blank, or, when branches are used, the branch is blank.
   1. Contact = Select the person who receives the goods. The delivery notification is sent to this contact.
   2. Deliver to = Select the delivery address.
   3. Date = Enter the delivery date and time. Delivery Notes with the same date and time form a batch.
   4. Assign to = Select the driver.
2. For each line, enter the Qty, and the Qty/Parcel or No. of Parcels if needed.
3. Click Save (button).

How to Arrange a Batch#

1. On the list, select the batch in the Batch filter and click View (button).
2. Right-click a Delivery Note and select Move Up (Ctrl + U) or Move Down (Ctrl + D) to put the deliveries in order.
3. To move Delivery Notes into another batch or assign them to a driver, select them and click Actions (button) > Batch Update.
   • Note: Output templates print the batch in this order.

How to Add an Attachment#

1. Open the Delivery Note.
2. Click Actions (button) > Add Attachment (see the Attachments Tutorial).

How to Sign a Delivery Note on the Tracker App#

1. Log in to the Tracker app and click Deliveries.
2. Enter your PIN and click Login (button).
3. Select a delivery batch, if it differs from the batch selected by default.
4. Select a Delivery Note from the list of Active Delivery Notes.
5. Select the items, and change the quantity delivered if needed.
6. Click Sign (button) and let the customer enter their name and sign in the block provided. Click Clear (button) to clear the signature.
7. Click Save (button) to finish. The signed Delivery Note is uploaded to the live database, and the Delivery Note is set to Complete.

To see the signed copy on the desktop, open the Delivery Note and click Menu > View digitally signed Delivery Note.

How to Invoice a Delivery Note#

Open the Delivery Note, click Actions (button) and select Copy to Customer Invoice (see the Customer Invoices Tutorial).