Creating Delivery Note (DR) in ERPNext

From Single Sales Order

  1. Log into your ERPNext account
  2. Click on Selling > Sales Order

3. Search for the sales order you want to create a Delivery Note/Delivery Receipt (DR) for. Open the particular Sales Order by clicking on it

4. On the upper right hand corner of the screen, click on Create and select Delivery Note. This will create a new, unsaved Delivery Note based on the information found in the Sales Order

5. Under Series select the DR series number under DR-.#####

6. Under the item table, revise the unit quantity as needed in case there is insufficient inventory or if it’s for a partial delivery. Note that you cannot add more quantities or more items that are not found in the original Sales Order

7. Click or press CTRL+S to save the document. Note that this does not finalize the document yet. Instead, the sales order is still in draft status

8. Review the draft. If everything is final, click on or press CTRL+S to submit and finalize the Delivery Note.

Create a Delivery Note from Multiple Sales Orders

  1. Log into your ERPNext account

2. Click on Stock > Delivery Note

3. Click on "New".

4. Click on Get Items From > Sales Order , found on the upper right hand corner

5. Select the Sales Orders you want to consolidate into one Delivery Note. Note that you cannot combine sales orders from different customers, but you can combine different shipping addresses on the Delivery Receipt address in case the shipping address has changed.

6. Under Series, select the DR series number under DR-.#####

7. Under the item table, revise the unit quantity as needed in case there is insufficient inventory or if a partial delivery will be made. Note that you cannot add more quantities or more items that are not found in the original Sales Order.

8. Click "Save" or press CTRL+S to save the document. Note that this does not finalize the document yet. Instead, the Delivery Note is still in draft status.

9. Review the draft. If everything is final, click on "Save" or press CTRL+S to submit and finalize the Delivery Note.