Every screen and control named on this page is checked against the product at build time. If a name here does not match your screen, your workspace is on an older release.

Work from the delivery notes screen

Delivery Notes is where a driver or a warehouse clerk works: every note, what left, what arrived and who signed for it. It shows no price anywhere, and it has its own permission, so it can be given to somebody who may not see what an order is worth.

You need

• bizsuite.deliveries.read
• bizsuite.deliveries.update

Steps

1. Open Delivery Notes. Filter by status, or search by note, order or customer. A note is raised from its sales order, so a draft waits here before anything has left.
2. Open a draft and press Dispatch. The goods leave stock once and the note takes its number; until then it cannot be printed.
3. Print the note, save it as a PDF or e-mail it to the customer. It carries the order number and a signature box, and no price.
4. When the goods arrive, press Confirm receipt: the day, who took them, how much of each line arrived, and a typed name or a picture of their signature. A line that arrived short needs a reason, which the customer and the warehouse both read.
5. If something is refused — a date before the van left, a signature that was never uploaded — the screen says what, in your language, so it can be put right at the door.

The whole journey from order to invoice is in Deliver an order and get it signed for.

Related

• Deliver an order and get it signed for
• Add the places your stock is held