DeliveryNote Return Upload Migration 

Purpose : The Delivery Note Return is a form used for stating the detailed information about the goods to be returned to the seller after purchase.

With the help of the Master Migration method, we can update the Delivery Note Return Upload Migration.

Page Navigation : From the Dashboard, Navigate to 'Tools → Master Migration'.

Process involved in creating Delivery Note Return Upload through migration

• Generate the Sheet in master migration

• Create the Delivery Note Return sheet

• Upload the sheet

• If you face any error during upload, check in Upload Status

Fields In Detail :

Following are the fields of the Delivery Note Return csv file and everything you need to know about it :

DeliveryNote Return Upload Procedure :-

1. From the Dashboard, Navigate to Tools, then click More. select on Master Migration

2. Select your Delivery Note Return Upload from the master list of those that must be migrated.

3. Select the Load configuration option after choosing Master from the list to see the appropriate Caption name, Column size, and Data type.

4. Enable the field which need to be added in sheet. You can specify certain fields as mandatory also. After selecting the fields, Click on Save Config and Download the CSV. The excel sheet will get downloaded (Kindly take note of the column size, Data type and Column value before filling up the sheet and make sure the values filled up in the sheet satisfy the conditions)

5. Fill out the provided template with the information for Delivery Note No., EANCODE, Qty, Customer code and location.

6. In TruePos, Select the Delivery Note Return upload from the master list by going to the upload sheet option. Choose the location of your file according to the instructions provided in the downloaded template file.

7. After selecting the location of the template file, select Upload file. You will be informed that the upload was successful.

Frequently Asked Questions (FAQ) -

1) A Particular delivery note is showing in View mode but not in Edit mode, Why?

Answer - If a delivery note is converted into a Sale bill or if the delivery note is cancelled or returned, then the delivery note will not be available in edit mode. You can check the status of the Delivery note in Reports -> Sales -> Delivery reports -> Sales delivery note Summary. In the status column, if the Status is in "Pending", only then the delivery note is applicable to be edited.

2) Is it possible to edit and change the customer name?

Answer - Yes it is possible to edit and load any other customer name in delivery note.

3) Is it possible to edit the selling price of an item in a delivery note?

Answer - By default, it is not possible to edit the selling price in the delivery note. To edit the selling price, enable the configuration "Allow Rate Edit in Delivery Note and Sales Return" from business configuration.

4) Can We restore a cancelled Delivery note?

Answer - You cannot restore a delivery note after cancellation.

5) A Particular delivery note is showing in View mode but not in Cancel mode, Why?

Answer - If a Sales delivery note is converted into a Sale bill or if delivery note return is done, then the delivery note will not be available in cancel mode. You can check the status of the Delivery note in Reports -> Sales -> Delivery reports -> Sales delivery note summary. In the status column, if the Status is in "Pending", only then the delivery note is applicable to be cancelled.

6) Serialized item cannot be marked as free in Delivery note.

7) Will the On hand stock be reduced after delivery note or after sale bill?

Answer - The stock will be reduced right after a delivery note is made. If a delivery note is cancelled or returned, then on hand stock will be reverted back and increased.

8) Can we convert multiple delivery notes to sale invoice?

Answer - Yes it is possible to convert multiple delivery notes to sale invoice. The configuration "Enable multiple Delivery Notes selection in Sales Bill" should be enabled in business configuration

9) While converting the delivery note to a sale bill, getting a message as the item expired. What is the solution?

Answer - The Delivery note has to be cancelled if the item is expired. After extending the expiry date of the item, a new delivery note has to be raised and the same can be converted into invoice.