Delivery Notes allow Orders to be fulfilled through one or more deliveries while keeping the delivery process independent from invoicing. A Delivery Note records which products and quantities were actually shipped to the customer and provides a traceable link back to the corresponding Order Items.
Multiple Delivery Notes can be created for the same Order, allowing partial deliveries to be managed until the complete Order has been fulfilled.
Delivery Notes provide the following key functionality:
- Creation of one or more Delivery Notes from an Order.
- Selection of products and quantities to be delivered.
- Automatic calculation of quantities already delivered through previous Delivery Notes.
- Traceability between Delivery Note Lines and the originating Order Items.
- Generation of Delivery Note documents.
- Cloning of existing Delivery Notes.
- Individual numbering and document templates per Legal Entity.
Prerequisites #
A Delivery Note can be created from an Order only if:
- The Order contains at least one Order Item.
- The Order has been successfully generated and its Generation Status is set to Generated.
Step-by-Step Guide to Creating a Delivery Note #
- Add the Create Delivery Note Quick Action:
- Open any Order record and click on the gear icon.
- Click on Edit Page.
- Click on the Highlights Panel and then click on Add Action.
- Select the Create Delivery Note quick action from the list.
- Save the Order page changes by clicking Save.
- Create a Delivery Note from Order:
- Open an Order that contains at least one Order Item and has the Order Confirmation document generated.
- Click Create Delivery Note.
- The Delivery Note creation wizard opens and displays the Order Items that are available for delivery:
- The wizard displays the Order Items together with the quantities that are available for delivery.
Quantities already included in previously created Delivery Notes for the same Order are automatically deducted. For example, if an Order contains a quantity of 10 units and 4 units have already been delivered through a previous Delivery Note, only 6 units remain available for the next Delivery Note.
- Select the Order Items to be included in the Delivery Note.
- Enter the quantity to be delivered for each selected item.
- Multiple Order Items can be selected and different quantities can be entered for each item. This allows multiple partial deliveries to be created from the same Order.
- Click the button to create the Delivery Note.
Step-by-Step Guide to Generating a Delivery Note Document #
- Generate the Delivery Note record:
- After the Delivery Note has been created, click Generate Delivery Note Document.
- After successful generation, the Delivery Note document is available for viewing or further processing:
Summary #
Delivery Notes provide a dedicated process for documenting shipped products independently from invoicing.
The functionality supports both complete and partial deliveries, allowing multiple Delivery Notes to be created from the same Order while automatically taking previously delivered quantities into account.
With dedicated Delivery Note documents, configurable templates and Number Sequences per Legal Enitity, and traceability to the originating Order Items, Delivery Notes provide a complete process for managing deliveries within Finblick.
