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  3. How to Add a Delivery Note

How to Add a Delivery Note

In this guide, we will show you how to add a new Delivery Note within the Finance Module.

Access: The minimum permissions required to create a new Delivery Note are found in the Finance Module of Config>Setup>Roles & Permissions.

Roles and Permissions

Pre-requisites: In order to create a new Delivery Note the Supplier must be marked to Process Delivery Notes For Supplier in the Commercial Relationship area of the Supplier Basic Details.

Check Box

Related guides:

To begin, go to Module>Finance>Accounts Payable>Deliveries

Pathway

Click Add Delivery.

Add Delivery

Alternatively go to, Module>Finance>Accounts Payable>Purchase Orders

Pathway

Select the related Purchase Order (Order Status Printed).

Select Purchase Order

Click Add Delivery.

Add Delivery

Complete the header details (all fields marked * are mandatory).

Header details

Click Save.

Save

Select the required item/items for Delivery.

Select items

Click Record/Edit delivery.

Record/Edit delivery

Enter the Quantity Delivered.

Quantity

Click Save to complete the process or Save & Next to record the quantity of the next item.

Save

Click Save.

Save

Where the remaining items will not be received, click Cancel rest.

Cancel rest
Updated on February 2, 2024

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