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 input
In the case of simple sales, e.g. no order has been entered, the easiest way is to create the delivery note directly: Inventory Management > Delivery notes.
[box] Tip: From the record a Customer account record, among the various tabs available, it is possible to view the Delivery notes already registered for this customer[/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 Sales order among the various tabs available, it is possible to view the Delivery notes already registered for this order[/box].
- Generating a delivery note from a customer invoice customer
If a delivery note has not been created, and only one invoice is sent with shipped merchandise, it is necessary to remove the merchandise from stock. This can be done by generating a delivery note from the contextual buttons of a Customer Invoice.
[box] Tip: From the Customer Invoiceamong the various tabs available, it is possible to view the Delivery notes already registered for this invoice[/box].
Good to know: It's important to follow the steps
Kafinéa is a flexible system, so you don't have to follow any of the steps, giving you complete freedom to enter your sales.However, if you're in the trading business, you'll need to follow the steps to ensure optimum control of your supplies.
On the other hand, if you're in the service business, a basic entry is all you need.