Delivery Notes

Overview

A Delivery Note records that goods have been physically dispatched from Cola Solar to a customer. It updates stock levels automatically and is usually printed and sent with the delivery.

To access: Stock → Delivery Note

Creating a Delivery Note

From a Sales Order (recommended)

1. Open the submitted Sales Order
2. Click Create → Delivery Note
3. All item and customer details are pre-filled
4. Verify the quantities being delivered
5. Set the Posting Date to the actual delivery date
6. Click Save then Submit

Submitting a Delivery Note reduces stock in the selected warehouse automatically.

Partial Delivery

If only part of the order is being delivered:

1. Create the Delivery Note from the Sales Order as above
2. Reduce the quantity for items not yet being delivered
3. Submit — the Sales Order will show as partially delivered
4. Create another Delivery Note later for the remaining items

After Delivery — Creating the Invoice

1. Open the submitted Delivery Note
2. Click Create → Sales Invoice
3. All details are pre-filled
4. Verify and submit the invoice

Viewing Delivery Status

Go to Stock → Delivery Note and filter by Customer or date to see all deliveries. The linked Sales Order will show delivery status as Fully Delivered or Partly Delivered.