Delivery Note
Guide to creating and managing Delivery Notes in RedERP.
Overview
The Delivery Note document confirms that goods have been shipped or delivered to a customer. It’s typically generated from a confirmed Sales Order.
Purpose
- Record goods issued from stock
- Track delivery progress
- Ensure accurate stock movement
Typical Workflow
Sales Order → Delivery Note → Invoice
Dashboard / List View
- Delivery Reference
- Customer
- Delivery Date
- Source Document — Linked Sales Order
- Status — Draft, Dispatched, Delivered
- Total Quantity
Create New Delivery Note
Steps:
- Go to
Sales & Invoicing → Delivery Notes → Create New - Fill in delivery details:
| Field | Description |
|---|---|
| Delivery Reference* | Auto-generated (editable). |
| Customer* | Choose customer name. |
| Delivery Date* | Date of dispatch. |
| Location* | Select warehouse or branch. |
| Ledger* | Linked accounting ledger. |
| Remarks | Optional delivery notes. |
- Add product lines with delivered quantities.
- Save and Confirm Delivery to record stock movement.
Tips
- A delivery note can be printed or emailed to the client.
- If a delivery is partial, you can later create additional notes for remaining quantities.
- Once confirmed, stock is automatically reduced from inventory.