Delivery Notes (DN)

How to Create a Delivery Note from a Sales Order

1. Open the Sales Order and click Actions > Copy to Delivery Note to open the copy dialogue.

2. Select the relevant items and click the Copy button to create the Delivery Note.

How to Create a Delivery Note from Scratch

1. Navigate to Delivery Notes.

2. Click New (button) and fill in the details as follows:

   1. Customer = Select a Customer from the dropdown list.

   2. Contact = Select a Contact from the dropdown list. 

      1. • Note:  If there is only one Contact, the name is automatically selected. 

   3. Rep = By default, the Sales Representative linked to the Customer is selected. You may select a different one.

   4. Category = Select a Category from the dropdown list.

   5. Order No. = Type an order number.

   6. Terms = The default terms for the customer are automatically selected. You may select other terms.

   7. Deliver to = Click the arrow to select a Delivery Address.

      1. • Note:  To change the delivery address, click in the block and delete the name of the address using the backspace key. Click the arrow again to select a different address.

         • Note: Click the pencil to edit the address.

3. Add Existing Items if applicable:

   1. Select Items in one of the following ways:

      1. Click Items (button) to add items from an existing document (not applicable if the delivery note is unlinked).

      2. Click Popup or the arrow to select items or timekeeping entries (not applicable if the delivery note is unlinked).

      3. Type a search criterion in the Search block and select the item from the dropdown list in the adjacent block.

   2. Type the quantity in the block next to Qty.

   3. Click Add (button).

   4. Edit the added lines if applicable.

4. Add Custom Items if applicable:

   1. Click Custom (button) and enter the details on the inserted line.

5. Click Save (button).