Delivery Notes

Module Overview

The Delivery Notes module manages delivery notes that accompany physical goods delivery to customers. Delivery notes are key documents in the distribution process and in eIntranet they form a link between received orders and issued invoices.

A delivery note contains information about delivered goods, quantities, weights, prices, and all relevant data needed for transport and handover to the customer. You can create delivery notes manually, import items from received orders or warehouse, and generate issued invoices from them.

Main Features

• Creating and managing delivery notes with detailed items
• Custom numbering series for different delivery note groups
• Integration with CRM, Received Orders, Contracts, Products and Warehouse modules
• Automatic item transfer from received orders
• Creating issued invoices from delivery notes
• Serial number tracking for products
• Price calculations with VAT, discounts and weights
• PDF document generation for printing and email
• Public and internal attachment management
• Notes and change history

Prerequisites and Module Activation

Related Modules

• CRM - for managing customer companies and contacts
• Received Orders - for automatic delivery note creation from orders
• Issued Invoices - for creating invoices from delivery notes
• Products - for adding items from product catalog
• Warehouse - for inventory integration and stock releases
• Contracts - for linking delivery notes to contracts

User Permissions

• 0 - No access: User cannot access the delivery note group
• 1 - View only: User can only view delivery notes
• 5 - View, create own: User can create new and edit own delivery notes
• 10 - Full access: User can read, create and edit all delivery notes
• 15 - Administrator: Full rights including deletion

Module Configuration

Delivery Note Groups

Create multiple delivery note groups for different purposes:

• Division by company departments
• Separation of domestic and international delivery notes
• Different product or service types
• Separate numbering series

Supplier Information

Configure your company details for each group:

• Company name, address, city, ZIP code, country
• Company ID and Tax ID
• Logo for printed documents

Bank Accounts

Set up to 3 bank accounts per group in different currencies with account number, bank name, IBAN, and SWIFT code.

Numbering Series

Configure numbering with prefix, year format, suffix, number of digits, and starting number.

Working with Delivery Notes

Creating a Delivery Note

1. Click Create delivery note
2. Select customer from CRM
3. Fill in delivery date and other details
4. Add items manually or from orders/warehouse
5. Save and print or email

Adding Items

• Free item - Enter details manually
• From products - Select from product catalog
• From order - Import items from received order
• From warehouse - Select from stock inventory

Creating Invoice from Delivery Note

Click the invoice icon to create an issued invoice. All items, prices, and customer data are copied automatically.

Printing and Export

• Print to PDF - Generate printable document
• Email - Send delivery note directly to customer
• Export - Export data to Excel

Tips

• Use groups to separate different business units
• Link delivery notes to orders for complete tracking
• Use serial number tracking for valuable items
• Generate invoices directly from delivery notes