📍 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).

Related references 🔗

• Customer purchase orders
• Stock Movements
• Delivery Methods

L’article Delivery Notes est apparu en premier sur Kafinea.