In the Hexihub system, Delivery Notes can be created in two ways, one is to create a Delivery Note from a Job and the other is to create a Delivery Note from an Estimate whilst creating a Job.
This article is going to explain how to create a Delivery Note both ways and also troubleshooting common issues.
TABLE OF CONTENTS
Creating Delivery Note from a Job
1. When a Job has been created, under the "Quick Links" drop-down menu, select the "Delivery Note" Create link, this will make a pop-up appear.
2. On the pop-up select which items to be included in the Delivery Note, then select "Create Delivery Note".
3. When everything looks correct, select either "Raise & Stay" or "Raise & Close".
Then the Delivery Note is created.
Creating Delivery Note from a Estimate
1. When an Estimate has been created, using the "Estimate Options" drop-down menu, select " Progress to Job"
The first pop-up lets you choose what Item or items should be progressed to become a job. After choosing, click Next.
The second pop-up allows you to choose if you want to keep the Estimate live or have it archived, after choosing click Next.
2. The next pop-up allows you to configure the dates as required, and there are tick boxes to create a Delivery Note and also a Purchase Order. After making your selections click OK.
After clicking OK, The system will take you to the job record. In the Job Quick Links, you will see a link to the Delivery Note. You can access the Delivery Note record by clicking on that link.
Troubleshooting
If you receive a pop-up when selecting "Raise & Stay" or "Raise & Close" by adding Qty Produced or Qty fields.
This is caused by having numbers that are dissimilar in these two fields "Qty Produced" and "Qty":
To solve this, just select the save button:
Then the Delivery Note will be created.
If you have any further questions, please contact Support.