Delivery Notes (DN)
Overview
The Delivery Note module is used to manage deliveries to Customers. When a Sales Order or Work Order is copied to a Delivery Note, the Specification is copied to the Item's Note field.
Navigation
Main Menu > Workflow > Delivery Notes
How to create a Delivery Note
A Delivery Note transaction is generally copied from a Sales Order.
New Delivery Note from Sales Order
Open the Sales Order and click Actions > Copy to Delivery Note to open the Copy dialogue.
Select the relevant items and click the Copy button to create the Delivery Note.
New Blank Delivery Note
Click the New button on the grid view or from a Delivery Note.
Customer - Select a Customer and then select a Contact - if only one Contact is linked to the Customer, it will automatically be selected. Open Menu > Customer > Add/Edit to add a new Customer or edit the selected Customer.
Rep - By default, the Sales Representative linked to the Customer will be selected. You are, however, able to select a different Sales Representative.
Add Items - Items can be added to an invoice in various ways.
Select the item from the Item lookup above the Items grid view