Guide - Delivery Notes

Delivery Notes
1. Company Delivery Note Settings
2. Individual Customer Setup
3. Example of Delivery Note
4. Delivery Notes Screen
5. Adding Customers
6. Generating Delivery Notes
7. How to Generate a Delivery Note from the Daily Order Screen
8. Searching & Deleting Delivery Notes

Delivery Notes

Company Delivery Note Settings

Before we run Delivery Notes, we need to set how your Delivery Notes will display.

Head to Admin / My Company - Delivery Notes.

Here you can set how your Delivery Notes will display for all of your customers, including whether the price will display on the Delivery Note

Individual Customer Setup

You can also customise a Delivery Note to include specific text or price/unpriced format.

Head to the Customer / Delivery Notes

Example of Delivery Note

Below is an example of where you can expect to find the
Default Text To Appear on Delivery Note & Additional Notes For Delivery Note

Delivery Notes Screen

To Generate an Invoice, you need a Delivery Note

First head to Outputs / Delivery Notes where you will see the below screen:

Adding Customers

Generating Delivery Notes

With your customers added, you are now ready to start Generating Delivery Notes

How to Generate a Delivery Note from the Daily Order Screen

You can generate or download an existing Delivery Note from the Order date from the Daily Order screen
Head to the Daily Order screen, load the customer and date in question.

Open the Info pane and under Outputs, Download Delivery Note

Searching & Cancelling Delivery Notes

To View or Delete Delivery Notes which have already been generated, we use the Search Delivery Notes function