Delivery notes (DN)

Delivery notes (DNs) are sales documents that confirm the delivery of goods to customers.

The management of delivery notes includes the elements common to invoicing, and the specific aspects of customer invoicing.

Access: Sales → Delivery Notes

The screen displays the list of delivery notes for the month or the financial year, depending on the display settings.

A delivery note may be edited as long as it has not been sent to the customer or validated. Otherwise, only users with administrator privileges can make it editable again by clearing the validation date and unchecking the ‘Sent’ box.

All users are permitted to delete a delivery note. The deletion is logged in the application log.

The button Deposit button allows you to enter a deposit linked to the BL. When the BL is converted into an invoice, the deposit will be linked to the invoice.

The Generate button allows you to create (depending on the settings), from one or more BLs:

• a customer invoice
• a goods receipt (for example, to record the return of goods made available to a customer for a defined period)

If the Stocks : généralités sur la gestion des stocks ’s stock management features have been enabled and stock issues have been configured via the delivery notes, a Stock Out button will be displayed, allowing you to remove stock.

When selecting the customer, the delivery address shown on the delivery note is used (you can specify a different address).

The context menu for the Customer drop-down list allows you to select a [different] contact for the delivery.

You can specify the key details of the delivery: the order reference, the number of pallets, the number of parcels, the gross weight, the volume, and the carrier.

The Signature allows the transport manager responsible for the consignment note or the customer to sign via a touchscreen or tablet.

At the top of the screen is a compliance indicator 1.

The compliance indicator shows whether a consignment note (BL) or waybill (BR) matches the documents from which it was generated. It does not calculate any outstanding items, as these depend on whether or not past stock movements have taken place. You can click on the compliance indicator to display the list of outstanding items.

Here, the indicator shows that consignment note 6 was generated from invoice 5, and that the invoiced products are indeed those that were delivered.

In this example, consignment note 6 does not match invoice 5:

• for the BJL product, 6 fewer units were delivered than were invoiced.
• for the product CDN-CPL, 6 more were delivered than were invoiced.

The compliance indicator is not relevant in the case of a consignment note generated from multiple invoices, or a partial consignment note.

Other articles on “Customer Invoicing”