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Deliver an order and get it signed for

A delivery note is the paper that goes on the van with the goods. It lists what left and never what it cost, the site signs for what actually arrived, and you invoice what was signed for.

You need

• bizsuite.sales.update
• bizsuite.deliveries.update

Steps

1. Open Business Suite and go to Sales Orders. Open a confirmed order and press Deliver. Choose the warehouse and the quantity for this load — a load can be part of the order, and the next load is another note.
2. The note is a draft until the van leaves. If the goods are tracked by lot, the lots that expire first are taken, and a lot past its use-by is never sent to a customer.
3. On Delivery Notes, open the note and press Dispatch. The stock leaves the shelf once and the note takes its number, however many times the button is pressed.
4. Print the note or e-mail it to the customer. It carries your letterhead, the order number and a signature box, and no price.
5. When the site signs, open the note and confirm receipt: the date, the name of the person who received it, and a typed signature or a picture of theirs. If less arrived than left, enter what arrived and say why.
6. Back on the order, choose to invoice what was signed for. Only signed quantities are billed, each signature once.

A shortfall is recorded on the note and is not put back on the shelf — goods that come back are received into the warehouse as a receipt by whoever unloads them.