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Delivery notes

Updated over 2 months ago

Delivery note overview

To view your delivery notes, go to Organisation > Services > Delivery notes. You can see the status of your delivery notes on the overview page.

The Delivery note lists section offers a wide range of filter options (1).

You can save a filtered list under your own name as a worklist using the Worklist button (2). You will then find this list, which updates itself automatically, in your work centre menu.

Create delivery note

It is rather unusual to create a delivery note without linking it to an order. You normally create a delivery note by transferring an existing order into a delivery note with a mouse click. The information is copied from the previous form.

If you still want to create an unlinked delivery note, proceed as follows:

Select Organisation > Services > Delivery notes > Add.

Complete all the necessary fields and the various tabs in the following form.

Note: You can find details about the individual tabs in the Orders article.

Struktur Online-Hilfe

Please also note the setting options for the status of the delivery note.

Create partial delivery

First create an order or select an order that has already been created in the order overview and click on Transfer to LS. A new form opens with the delivery note.

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Customise delivery note

The delivery note contains all the items and quantities of the original order. Correct the quantities and, if necessary, remove complete items so that the delivery note matches your partial delivery.

Save the delivery note.

You can use the procedure described to create another partial delivery note at a later date. The pre-filled items and item quantities are automatically adjusted to the remaining quantities by the software. The quantities already delivered are displayed in the corresponding column

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