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Prerequisites
  • Sales Orders have been submitted under Selling > Sales Order
  • Pick Lists (if used) exist under Stock > Pick List
  • Warehouses and bin locations are configured under Stock > Warehouse and Stock > Bin Location
  • Carriers and shipping methods are defined (optional, via custom fields or integration)

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1.0 Generate a Delivery Note

  1. Navigate to Selling > Delivery Note > New Delivery Note.
  2. In the header, link to a Sales Order or Pick List:
    • Click **Get Orders to **Deliver > Sales Order, select your SO.
    • Or click **Get Items to **Deliver > Pick List, choose your Pick List.
  3. The Items table auto-populates with item codes, quantities, UOM, and bin locations (if bin-managed).
  4. Verify or adjust:
    • Qty to Deliver (matches PO or Pick List)
    • Source Warehouse and Source Bin (must reflect where stock is picked from)
    • Target Customer Address (pulls from Customer profile)

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1.1 Add Shipping Details

  1. In the Shipping Details section (below Items), enter:
    • Carrier Name (e.g., FedEx, DHL)
    • Service / Shipping Method (e.g., Ground, Express)
    • Tracking Number (to share with customer)
    • Shipment Date (defaults to today; adjust if delayed)
  2. (Optional) Attach shipping labels, packing slips, or customs documents using the Attachments section.
  3. Click Save to draft, then Submit to finalize.
    • Inventory is deducted immediately from the listed warehouse/bin.
    • A Stock Ledger Entry and GL Posting update stock value and COGS (if configured).

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1.2 Print or Export Shipment Documents

  1. With the Delivery Note open, click Print to generate a formatted PDF—this serves as the Packing Slip for warehouse staff.
  2. Click Download > CSV to export item and bin data for scanning apps or 3PL integration.
  3. Use Email to send the PDF and tracking number to the customer automatically (ensure Email Settings are configured).

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1.3 Update Shipment Status

  1. After the goods leave the dock, reopen the Delivery Note.
  2. In the Status dropdown, select one of:
    • “In Transit” (goods have been picked up by the carrier)
    • “Partial Delivered” (if only some items shipped)
    • “Delivered” (confirmed receipt by customer)
  3. Click Save.
    • This status update can trigger automated notifications or KPI updates on dashboards.
If partial returns occur (e.g., damaged goods), create a Sales Return against this Delivery Note to adjust inventory and initiate crediting.

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1.4 Monitor Outbound Shipments

  1. Navigate to Stock > Reports > Outbound Shipments (or Delivery Note List).
  2. Apply filters:
    • Status (e.g., In Transit, Delivered)
    • Warehouse (to see shipments from a specific dock)
    • Date Range (e.g., past 7 days)
  3. Click Refresh for a consolidated view:
    • DN Number, Customer, Shipment Date, Carrier, Status
    • Total Qty and Total Value per DN
  4. Drill down on any row to open the Delivery Note and see detailed item or bin-level data.