Delivery Notes
Sales are a fundamental part of a company's activity. To work with this function, we must go to the left side menu. In sales, we find the options related to it. From a complete POS system to work at the counter, preparation of estimates or quotes, generation of sales and delivery notes.
The sales delivery notes are the documents that certify the delivery of goods and are a fundamental document for both inventory management and billing.
In the main view, we can see the list of delivery notes where the reference of the transaction, the reference of the sale it corresponds to, its status, and the corresponding client are visible. We can also see on the right side, in each of the operations, the possibility to edit and delete.
If we go to the sales section, we can see the sale it corresponds to. In this section, we have created a sale. Up to this point, this sale does not have an associated delivery note or delivery slip; this is where we can link a delivery note to a sale, in the side menu, we unfold it, select add delivery note or delivery slip.
At this moment a pop-up window appears and we start filling in the different fields. We can select the person who will receive the goods or asset, the person who will deliver it, we can add a related file, the name of the client, the status, and notes as well as the delivery address.
We can create the statuses in the configuration area; generally, a delivery can be in pending, in delivery, or delivered status, but we can create as many statuses as we wish.
Once this is done, we can return to the main screen of delivery notes or slips and in the main view, we can see all the created delivery slips.
We have seen that the delivery slips or notes are related to sales and we have worked with both options as they are related.
ENGONUS is an ERP with APP that integrates into Asset Management and IIOT technology.
