Creating Delivery Notes for partial deliveries in your system is a straightforward process that ensures accurate tracking and documentation of goods sent to your customers in multiple shipments. Here's how to manage this process effectively:
Access the Job Details:
- Navigate to the specific job from which the goods are being dispatched. On the job screen, locate the “Quick Links” panel on the left side.
- Click the “Create” button under the “Delivery Note” section.
- Navigate to the specific job from which the goods are being dispatched. On the job screen, locate the “Quick Links” panel on the left side.
Select Items for Delivery:
- A list of items associated with the job will appear. Check the checkbox next to the item(s) you wish to include in the Delivery Note.
- Click “Create Delivery Note” to initiate the documentation.
- A list of items associated with the job will appear. Check the checkbox next to the item(s) you wish to include in the Delivery Note.
Enter Delivery Details:
- In the pop-up panel that appears, click the “Choose Address” button to select the delivery destination.
- Specify the quantity of the item being delivered in this shipment in the provided field.
- In the pop-up panel that appears, click the “Choose Address” button to select the delivery destination.
Finalize and Raise Delivery Note:
- Once you have input the correct delivery information and quantity, click “Raise and Close.” This action creates the Delivery Note and links it back to the original job for easy tracking.
- Once you have input the correct delivery information and quantity, click “Raise and Close.” This action creates the Delivery Note and links it back to the original job for easy tracking.
Handling Subsequent Deliveries:
- For future deliveries related to the same job, repeat the steps above. The system will automatically assume that the remaining balance of the product is to be delivered unless specified otherwise.
- Adjust the quantity if you are not delivering the full balance remaining. This helps keep the delivery records accurate and up-to-date.
- For future deliveries related to the same job, repeat the steps above. The system will automatically assume that the remaining balance of the product is to be delivered unless specified otherwise.
Complete the Order:
- Continue creating Delivery Notes for each partial shipment until the total quantity of the order is fulfilled. Each Delivery Note should be raised with accurate details to ensure there are no discrepancies in order fulfillment.
- Continue creating Delivery Notes for each partial shipment until the total quantity of the order is fulfilled. Each Delivery Note should be raised with accurate details to ensure there are no discrepancies in order fulfillment.
This process not only helps in maintaining precise records but also assists in managing customer expectations by providing clear and detailed documentation of each part of the delivery.
Always ensure that all entries are double-checked for accuracy to prevent any errors in shipment and customer disputes.