Purpose - A delivery note is a document included with a shipment of goods sent to a customer. It contains the description and quantity of items enclosed in the shipment.

Using the Delivery Note screen, you can prepare delivery notes for items shipped to customers against a Sales Order.

Once the shipment is completed using the Delivery Note, you can generate Sales Bills for all or specific shipments by customer.

Note:
The initial status of a Delivery Note is 'Pending'. Once Sales Bill(s) are issued for the Delivery Note, TruePOS updates the status to 'Invoiced'.

Steps to Create a Delivery Note :

1. From Dashboard, Navigate to 'Sales → Delivery Note'.

2. Select the location in which Delivery Note has to be billed

3. Select the customer name from drop-down.

4. Verify the other details like Delivery Date, Delivery Time, Sales Executive, etc which can be edited if required any changes.

5. Select the item by pressing the Enter key in the item code and select the respective item from the Item list.

6. If you require to add any additional comments/details, kindly update the same in the 'Remarks/Message' box.

7. After selecting the details item details kindly 'Save' the Delivery Note → Shortcut F6 and you will get the successful pop-up.

FAQ :

Can we set default item qty instead of entering the qty manually?

While selecting the item it will ask us to enter the Qty, If require to load the item qty directly means kindly go to "Tools → Configuration → Business Configuration → Set the value to be auto in item qty to the configuration 'Default Billing Qty (applicable only for Delivery Note and Sales Bill)'".

Note : If you set the value, it will load for all items, not for particular items, and also this will reflect in sales bill as well.

Can we able to edit the 'Selling Price' while making bill?

If you require to edit the 'Selling Price' in the screen, kindly enable the 'Allow Rate Edit in Delivery Note and Sales Return'. If it is disabled, then while doing Delivery Note, you can't able to edit the Selling Price.

How to add/create the Walk-In customer details while creating the bill?

1. From Dashboard, Navigate to 'Sales → Delivery Note.

2.  You can create the QuickAdd customer by using the function key 'New Customer' → Shortcut 'Shift+F4'.

3. After entering the details press 'OK', the respective customer details will be created.

Note : The respective QuickAdd customer details will be reflect in customer master after saving the bill.