📍 Where to find this module?
Main Menu > Inventory Management
Following a customer order, you will be able to generate delivery notes. These allow you to record the stock outflow of goods.
There are several ways to create delivery notes:
- **Direct Entry**
In the case of simple sales, for example when no order has been entered, the simplest approach is to create the delivery note directly: Inventory Management > Delivery Notes.
[box]**Tip:** From the record of a Customer Account , among the various available tabs, it is possible to view the Delivery Notes already recorded for this customer[/box]
- **Generating a Delivery Note from a Customer Order**
For deliveries using the standard sales chain: Customer Order, simply generate the delivery note from the order form using the contextual button of a Customer Order.
[box]**Tip:** From the Customer Order , among the various available tabs, it is possible to view the Delivery Notes already recorded for this order[/box]
- Generating a Delivery Note from a Customer Invoice
In cases where a delivery note has not been created and only an invoice is sent with shipped goods, it is necessary to remove the goods from inventory. This can be done by generating a delivery note from the contextual buttons of a Customer Invoice.
[box]**Tip:** From the Customer Invoice, among the various available tabs, it is possible to view the Delivery Notes already recorded for this invoice[/box]
**Good to Know:** Importance of Following Steps
Kafinéa is a flexible system; it does not block you from following the steps, which allows you to maintain great freedom in entering your sales.However, in the context of a trading activity, following the steps will allow you optimal control of your supplies.
Conversely, in a service activity, basic entry is sufficient.
Automatic Impact on Inventory #
When a delivery note is validated (transition to the appropriate status via a workflow), stock movements are automatically created for each product line of the note. Stock quantities are updated accordingly at the relevant storage locations.
Inventory Update:
- Upon validation of the delivery note, an outbound stock movement is created for each product line
- Available quantities at the original storage site decrease accordingly
- Movements are visible in the Stock Movements module
Inventory Cancellation:
If a delivery note must be canceled after validation, a cancellation mechanism allows you to delete the generated stock movements. Quantities are then restored to their previous level.
Important: The impact on inventory is automatic and immediate upon validation. Verify quantities and locations before validating a delivery note.
Good to Know: This mechanism also applies to receiving notes (stock entries) and stock transfer requests (movements between locations).