Delivery Note

A Delivery Note records the shipment of goods to a customer. It confirms that items have left your warehouse and are on their way to the customer.

Creating a Delivery Note

1. Go to Stock > Delivery Note and click New.
2. Select the Customer.
3. Set the Posting Date (shipment date).
4. Add items being shipped:

- Item Code, Quantity, Warehouse

1. Click Save and Submit.

Creating from Sales Order

1. Open the submitted Sales Order.
2. Click Create > Delivery Note.
3. Items from the SO are pre-filled.
4. Adjust quantities (partial shipment if needed).
5. Submit.

Delivery Note vs. Sales Invoice

• Delivery Note: Confirms physical shipment (affects inventory). Used when shipping before invoicing.
• Sales Invoice: Confirms billing (affects accounts). May or may not ship at the same time.

If shipping and billing happen together, create the Sales Invoice with Update Stock checked — no separate Delivery Note needed.

Accounting Impact

A Delivery Note (with perpetual inventory) posts:

• Debit: Cost of Goods Sold (COGS)
• Credit: Stock/Inventory Account

This records the cost of items leaving your inventory.

Delivery Note Features

• Packing Slip: Print a packing list for the shipment.
• Serial/Batch Tracking: Select specific serials or batches to ship.
• Multiple Warehouses: Ship items from different warehouses in one delivery.
• Partial Delivery: Ship part of the order and deliver the rest later.
• Delivery Trip: Link delivery to a delivery trip/route.

Delivery Note Status

Related Topics

• Sales Order
• Sales Invoice
• Delivery Trip
• Pick List