{"id":444511,"date":"2019-10-02T19:07:01","date_gmt":"2019-10-02T17:07:01","guid":{"rendered":"https:\/\/www.kafinea.com\/documentation\/uncategorized\/delivery-notes\/"},"modified":"2019-10-02T19:07:01","modified_gmt":"2019-10-02T17:07:01","password":"","slug":"delivery-notes","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/en\/help\/inventory-management\/delivery-notes\/","title":{"rendered":"Delivery Notes"},"content":{"rendered":"<blockquote class=\"bq-exemple\">\n<p>\ud83d\udccd <strong>Where to find this module?<\/strong><br \/><em>Main Menu &gt; Inventory Management<\/em><\/p>\n<\/blockquote>\n<p><!--StartFragment--><\/p>\n<p>Following a customer order, you will be able to generate delivery notes. These allow you to record the stock outflow of goods. <\/p>\n<p>There are several ways to create delivery notes:<\/p>\n<ul>\n<li>**Direct Entry**<\/li>\n<\/ul>\n<p>In the case of simple sales, for example when no order has been entered, the simplest approach is to create the delivery note directly: <strong>Inventory Management &gt; Delivery Notes<\/strong>.<\/p>\n<p>[box]**Tip:** From the record of a Customer Account <strong>, among the various available tabs, it is possible to view the <em>Delivery Notes<\/em><\/strong> already recorded for this customer[\/box]<\/p>\n<ul>\n<li>**Generating a Delivery Note from a Customer Order**<\/li>\n<\/ul>\n<p>For deliveries using the standard sales chain: Customer Order, simply generate the delivery note from the order form using the contextual button of a <em><strong>Customer Order<\/strong><\/em>.<\/p>\n<p>[box]**Tip:** From the Customer Order <strong>, among the various available tabs, it is possible to view the <em>Delivery Notes<\/em><\/strong> already recorded for this order[\/box]<\/p>\n<ul>\n<li><strong>Generating a Delivery Note from a Customer Invoice<\/strong><\/li>\n<\/ul>\n<p>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 <em><strong>Customer Invoice<\/strong><\/em>. <\/p>\n<p>[box]**Tip:** From the <em>Customer Invoice<\/em>, among the various available tabs, it is possible to view the <em>Delivery Notes<\/em> already recorded for this invoice[\/box]<\/p>\n<blockquote>\n<p>**Good to Know:** Importance of Following Steps<br \/>\nKafin\u00e9a is a flexible system; it does not block you from following the steps, which allows you to maintain great freedom in entering your sales.<\/p>\n<p>However, in the context of a trading activity, following the steps will allow you optimal control of your supplies.<br \/>\nConversely, in a service activity, basic entry is sufficient.<\/p>\n<\/blockquote>\n<hr>\n<h2>Automatic Impact on Inventory<\/h2>\n<p>When a delivery note is <strong>validated<\/strong> (transition to the appropriate status via a workflow), <strong>stock movements<\/strong> are automatically created for each product line of the note. Stock quantities are updated accordingly at the relevant storage locations. <\/p>\n<p><strong>Inventory Update:<\/strong><\/p>\n<ul>\n<li>Upon validation of the delivery note, an outbound stock movement is created for each product line<\/li>\n<li>Available quantities at the original storage site decrease accordingly<\/li>\n<li>Movements are visible in the <a href=\"https:\/\/www.kafinea.com\/en\/documentation\/inventory-management\/stock-movements\/\">Stock Movements<\/a> module<\/li>\n<\/ul>\n<p><strong>Inventory Cancellation:<\/strong><\/p>\n<p>If a delivery note must be canceled after validation, a cancellation mechanism allows you to <strong>delete the generated stock movements<\/strong>. Quantities are then restored to their previous level. <\/p>\n<blockquote class=\"bq-important\">\n<p><strong>Important:<\/strong> The impact on inventory is automatic and immediate upon validation. Verify quantities and locations before validating a delivery note. <\/p>\n<\/blockquote>\n<blockquote>\n<p><strong>Good to Know<\/strong>: This mechanism also applies to <a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-des-stocks\/comment-generer-un-bon-de-reception\/\">receiving notes<\/a> (stock entries) and <a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-des-stocks\/les-demandes-de-transfert-de-stock\/\">stock transfer requests<\/a> (movements between locations).<\/p>\n<\/blockquote>\n<hr>\n<h2>Related references \ud83d\udd17<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/ventes\/les-bons-de-commande-client\/\">Customer purchase orders<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/en\/documentation\/inventory-management\/stock-movements\/\">Stock Movements<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/gestion-des-stocks\/les-modes-de-livraison\/\">Delivery Methods<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udccd Where to find this module?Main Menu &gt; 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&#8230;<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"doc_category":[784],"doc_tag":[792,791],"class_list":["post-444511","docs","type-docs","status-publish","hentry","doc_category-inventory-management","doc_tag-delivery","doc_tag-delivery-note"],"year_month":"2026-08","word_count":450,"total_views":"1","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"David Valminos","author_nicename":"david","author_url":"https:\/\/www.kafinea.com\/en\/author\/david\/"},"doc_category_info":[{"term_name":"Inventory management","term_url":"https:\/\/www.kafinea.com\/en\/help\/inventory-management\/"}],"doc_tag_info":[{"term_name":"delivery","term_url":"https:\/\/www.kafinea.com\/en\/tag\/delivery\/"},{"term_name":"Delivery Note","term_url":"https:\/\/www.kafinea.com\/en\/tag\/delivery-note\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Help - Delivery Notes &#8226; Kafinea<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/en\/help\/inventory-management\/delivery-notes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Help - Delivery Notes &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"\ud83d\udccd Where to find this module?Main Menu &gt; Inventory Management Following a customer order, you will be able to generate delivery notes. 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