How to generate a delivery note
Goal
Document a customer delivery using the produce already recorded in inventory.
Steps
Before preparing a delivery, open Traceability > Current Stock. Check the available containers and kilograms by crop, source plot and storage location.
Open Movements > New movement. Choose Goods delivery, select the customer and date, then choose the inventory and number of containers being delivered.
Confirm the movement. A numbered delivery note is generated automatically and appears under Traceability > Delivery Notes with the recipient, containers and kilograms delivered.
Result
The numbered delivery note is listed with previous deliveries, and delivered quantities are deducted from inventory.
Common mistakes
- Looking for a direct Create delivery note action in the Delivery Notes list. New notes are generated from goods-delivery movements; Manual delivery note records a note already issued on paper.
- Trying to deliver more containers than are available for the chosen crop and storage location. Check the inventory source before recording the delivery.