Delivery Note

The Delivery Note in DIGITZ ERP records the physical dispatch of goods to the customer. It represents the actual movement of stock from the organisation’s warehouse and is a key document in the fulfilment stage of the selling cycle. The Delivery Note ensures accurate tracking of delivered quantities and maintains a proper audit trail for inventory and sales operations.

A Delivery Note can be created from a Sales Order or directly from a Quotation (skipping the Sales Order), or it can even be prepared manually in urgent or ad-hoc delivery situations. This flexibility allows businesses to fulfil customer requirements efficiently while maintaining traceability across the sales flow.

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Key Features

1. Created From Sales Order, Quotation, or Manually

• Delivery Notes can be generated directly from a Sales Order, carrying forward items and quantities.
• They can also be created from a Quotation if the delivery is made without using a Sales Order.
• Manual creation is also supported for counter sales or direct dispatch scenarios.

2. Records Physical Goods Movement

• Logs the actual items and quantities dispatched to the customer.
• Ensures accurate tracking of stock reduction when goods leave the warehouse.
• Useful for logistics, warehouse, and operations teams for fulfilment tracking.

3. Supports Partial and Full Delivery

• Users can deliver items partially based on availability or customer request.
• Tracks remaining quantities to be delivered.
• Ensures clarity on what has been dispatched and what is pending.

4. Conversion to Sales Invoice

• A Delivery Note can be converted directly into a Sales Invoice for billing.
• Supports both partial and full invoice creation based on delivered quantities.
• Ensures that billing always aligns with actual delivery.

5. Status Tracking

• Tracks delivery progress such as Partially Delivered or Fully Delivered.
• Helps teams understand outstanding items and pending deliveries.
• Maintains operational visibility for fulfilment planning.

6. Traceability Across Sales Flow

• Maintains backward linkage to the Sales Order or Quotation it originated from.
• Forward linkage to the Sales Invoice created from it.
• Provides full visibility of dispatch and billing stages.

7. Integration With Sales Flow

• Delivery Notes appear within the Sales Flow for consolidated tracking.
• Users can quickly identify pending deliveries, completed dispatches, and follow-up actions.
• Ensures alignment between sales, warehouse, and billing operations.