Using Customer Delivery Note (Packing List)

18 0 0 12/01/2021
Sales DeliveryNotes

A Customer Delivery Note | Packing List describes the details of what a shipment contains including the quantity of goods delivered.

In Salesorder, a customer delivery note is defined using a Customer Delivery Note Document.

New Customer Delivery Note

Customer Delivery Notes can be created in the following ways:

Use Sales Order

 Go to:

SALES > Customers > Select Customer > Actions > Create Delivery Note

Use Cash Sale

 Go to:

SALES > Cash Sales > Select Cash Sale > Actions > Create Delivery Note

Delivery Note Document: Configuration

To configure Customer Delivery Note document, go to:

SETUP > Configuration > Customer Delivery Note 

Or

SALES > Customer Delivery Notes > Select Delivery Note > Configure

The following configuration options are available:

New Template

 You can create new Customer Delivery Note Document templates using this option.

For more details on how to implement this, refer to Setup Print Template

Customize Fields

The Salesorder app allows you to customize fields, sections or tabs in a Delivery Note document.

For more details on how to implement this, refer to Using Customization.
General tab

Default Delivery Note Template

Using this option you can choose a print template for the Delivery Note document. This template defines the layout of the Delivery Note document when its being printed.

Salesorder app provides default templates like:

  • Standard,
  • Time and Materials,
Each Template is relevant for different types of businesses, such as product and service companies.

To learn more about templates, see Setup Print Template
Reference # Generation tab

Use Auto-generated Ref #

 Reference numbers can be set to auto-generate by checking this option.

Ref # Prefix

 You can prefix reference numbers for meaningful distinction and recognition. For example:

  • Customer Delivery Note can be prefixed as CDN111.
  • Supplier Delivery Note can be prefixed as SDN321
  • Sales Invoices can be prefixed as SI345

Current Sequence Number

 Reference numbers can be set to increment from a fixed starting point.

For more details on customizing Ref #s, see Using Ref #s (Reference numbers)

Customer Delivery Note Document: Reference

Fields in first Section
Customer Customer Name
Customer # Customer Ref#
Owner The user creating or owning this document. See Using Owners
Date By default, it is the document creation date.
Ref # The unique identifier for this Document.
Template The Template applied to this Document. See Using Document Templates.
Currency The Currency in which this Document is presented. See Using Currencies.
Exchange Rate The exchange rate applied to the relationship between this Document’s currency and the base currency of your general ledger. See Using Currencies.

Fields in second Section
Customer Ref A reference description.
Contact The main or a selected Contact. In Edit mode you can select from the associated List of Contacts.
Telephone The phone number associated with the above Contact.
Email The email address associated with the above contact, and where this document will be emailed from a List or the Document itself.
Our Ref Reference # of parent document - Cash Sale, Customer, Credit Note, Customer Payment document.
Job A reference to the Jobs List.
Price List The Price List applied to this Document. See Using Price Lists.
Tax Code / Group The default Tax code inherited from the Customer and applied to Line Items on this Document. You can change the Tax code on an Item. See Using Taxes.
Default site The site from which the subsequent Sales Order would be fulfilled.
Tabs

Items

 You can view all the Item details such as Description, Unit Price, Qty, Discount, etc.for which the Customer Delivery Note has been created.

To learn more, see Using Line Items

Notes

 You can add notes to the document. To learn more, see Using Notes

Addresses

 You can mention billing and shipping addresses using this tab. To learn more, see Using Addresses

Shipping

 Shipping details like:

  • shipping company,
  • shipping method,
  • ship date,
  • shipment tracking #,
  • shipping cost,
  • shipping weight and
  • shipping terms
can be saved in this tab.

To learn more, see Using Shipping

Customer Message

 Add a message to the Customer.

Customer Delivery Note Document: Settings

The document settings are available when creating | editing | viewing a Customer Delivery Note document (create | edit | view mode).

The following settings are available:

Save

(available in Create | Edit mode) 		Saves the Document.

This is a non-posting Document i.e. saving this document does not post values to the General Ledger.

Edit

(available in View mode) 		Edit the document.

Actions

(available in
View mode)		 Actions can be used to perform various tasks on a Delivery Note document:

Show History

View the audit trail of the Customer Delivery Note Document.

Take Ownership

You can transfer document ownership using this option.

Delete

This option permanently deletes the Document from the Salesorder app.

You cannot recover the document once it is deleted. Also, you will not be able to search for the document in the Salesorder app.

However, you do have an option to view the history of the deleted Document.

Go to, ACCOUNTING > Find Transactions > Search Document History

Hence, caution is advised in using the Delete option.

Print

(available in
Edit | View mode)		 You can print Delivery Note document using this option.

The document is printed as a PDF and the print style and layout depends on the template set for the document.

Refer to the Template field in the Reference section in this article.

Email

(available in
View mode)		 You can send emails directly from the document. The email message will automatically include the Delivery Note document as a PDF attachment.

To learn more , refer Using Email

Configure

(available in
Create | Edit | View mode)		 Takes you to the Customer Delivery Note configuration screen. Discussed in the Configuration section in this article.

Help

(available in
Create | Edit |
View mode)		 Takes you to the Salesorder help documentation.

Customer Delivery Note Document: List Settings

List Settings are used to perform bulk actions. The following tasks can be performed on Delivery Note Documents:

List all Delivery Notes

 List all Delivery Notes in the system.

The List displayed here will depend on your role and permissions assigned to your role.

Print Delivery Notes

 Print the selected Delivery Notes.

A PDF document will be generated and be available for download. You may save or print this PDF document.

Delete Delivery Notes

Deletes the selected Delivery Notes from the system.

Export

 To export the Delivery Notes, select the checkbox against the Export option to enable the export mode.

The result set returned by the following Search | List operation, is automatically exported in Excel and a link to download the Excel file is displayed on the screen.

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