📍 Where can I find this module?
Main menu > Inventory Management
Following a sales order, you can generate delivery notes. These enable you to record the removal of goods from stock.
There are several ways to create delivery notes:
- ** Direct entry**
For simple sales—for example, when no order has been entered—the easiest way is to create the delivery note directly: *Inventory Management > Delivery Notes*.
[box]** Tip:** From record Customer record , you can view the **delivery notes already saved for that customer** among the various tabs available [/box]
- **Generating a delivery note from a sales order**
For deliveries using the classic sales chain: Sales Order, simply generate the delivery note from the purchase order using the contextual button of a Sales order.
[box]** Tip:** From the ** *Customer Order *, you can view the ** delivery notes already saved for this order[/box]
- Generating a delivery note from a **customer** invoice
If a delivery note has not been created and only an invoice sent along with the shipped merchandise, the merchandise must be removed from inventory. This can be done by generating a delivery note using the context menu buttons on a Customer Invoice**.**
[box]** Tip:** From the** Customer Invoice**, you can view the ** Delivery Notes** already recorded for this invoice using the various tabs available[/box]
**Good to know: **The importance of following the steps
Kafinéa is a flexible system; it doesn't force you to follow the steps, giving you a great deal of freedom when entering your sales.However, in a retail business, following these steps will give you optimal control over your inventory.
Conversely, in a service-based business, basic data entry is sufficient.
Automatic impact on inventory #
When a delivery note is approved (by changing its status via a workflow), inventory transactions are automatically created for each product line on the note. Stock quantities are updated accordingly in the relevant storage locations.
Stock update:
- When the delivery note is approved, an inventory outbound transaction is created for each product line
- Consequently, the quantities available at the original storage site are decreasing
- Transactions are visible in the Inventory Transactions module
Stock cancellation:
If a delivery note needs to be canceled after it has been approved, a cancellation mechanism allows you to reverse the resulting inventory movements. The quantities are then restored to their previous levels.
Important: The impact on inventory is automatic and immediate upon confirmation. Check the quantities and locations before confirming a delivery note.
Good to know: This process also applies to goods receipts (stock receipts) and stock transfer requests (movements between locations).