Delivery Notes

Delivery Notes

The Delivery Notes guide helps you record and track deliveries received from suppliers. Delivery notes ensure proper inventory management and verification of received goods.

Creating a New Delivery Note

1. Navigate to Procurement → Delivery Notes.
2. Click Create New Delivery Note.
3. Fill in the following fields:

• Delivery Note Reference *
  Reference is auto-generated. Click the lock to edit manually.

• Supplier *
  Search and select the supplier making the delivery.

• Delivery Date *
  Select the date the delivery was received (default is today).

• Location *
  Choose the location where the goods are received.

• Ledger *
  Select the ledger associated with this supplier.

• Currency *
  Pick the currency for reference (optional if needed).

• Remarks
  Optional notes about the delivery, such as packaging or condition.

4. Click Save.

After saving, you will be navigated to the delivery note detail page where you can:

• Add products or items delivered with quantities and unit details.
• Edit delivery note details if needed.
• Mark as received, match against purchase orders, or cancel the delivery note.

Tips

• Verify supplier and location details before saving.
• Ensure quantities match the actual received goods.
• Use remarks to note damaged or missing items.