How to create a delivery order receipt

Creating order delivery notes is crucial for ensuring smooth and accurate order fulfillment and delivery to the customer. Follow these steps to streamline the creation of delivery note documents inside Devinstock:

Start by accessing your Devinstock account and proceeding to the Sales module -> delivery receipt.

Initiating a New Delivery Receipt

Click on the "New Delivery Receipt" button to initiate the delivery receipt creation process.

• Choose the customer or lead, you have the option to search for existing customers and attach them.
• Alternatively, you can create a new customer profile by entering 'add new account' and provide necessary informations like name (required), email, and mobile number.
• Create a new order delivery receipt reference or input one manually (ex: DN-2024-060).
• Assign the order to one of your team members.
• Add important dates like the date of issue, estimated delivery, and deadline for better clarity and accountability.

Here's how the data might appear:

Subject and Description

Provide a clear subject and description for the delivery note to convey its purpose effectively. Utilize the text editor to enhance the description if necessary.

It is recommended to provide a subject and description for the delivery receipt order. You can use the editor to create compelling descriptions.

Ex:

• Office desktop pcs.
• Provision and delivery of 10 PCs for professional IT usage, with built-in software installation and configuration.

Product/Service row

To include a new product in the delivery receipt order:

1. Search for a product or service in your database, you can also add a free line.
2. Detail the product with a designation or description.
3. Input the unit price (excluding taxes).
4. Indicate the required quantity.
5. Select the appropriate unit of measurement (e.g., unit, meter, kg).
6. Optionally, apply discounts as either a fixed value or a percentage.

Ensure you choose the correct discount type:

• For a percentage discount, specify the percentage.
• For a fixed value discount, input the value accordingly.

Payment and delivery note options

Currency and Exchange Rate: Specify the selling currency and set the corresponding exchange rate if applicable.

Order-Level Discounts: Optionally, apply discounts for the entire delivery if needed.

Payment Terms: Incorporate payment terms to outline the method of payment collection.

Additional Notes: Include any supplementary notes or special instructions relevant to the delivery and transport to provide clarity to the recipient.

By following these steps you can efficiently create comprehensive order delivery receipt, ensuring accurate order delivery fulfillment details about the products/services, pricing, and any details applied.