Introduction
In the e-commerce world, Delivery Notes play a crucial role in keeping track of your inventory and ensuring the accurate delivery of products to your clients. Empress provides a user-friendly feature for creating and managing these essential documents. This comprehensive guide will walk you through each step of using the Delivery Note feature, from creation to tracking and management.
Introduction to the Delivery Note Feature
A Delivery Note is a detailed document created when your company dispatches a shipment of products to a client. It typically includes a comprehensive list of the contents in the shipment and is instrumental in updating your inventory records. It is important to note that the creation of a Delivery Note in Empress is optional; you can create a Sales Invoice directly from a Sales Order if you prefer.
To access the Delivery Note list in Empress, simply follow this path: Home > Stock > Stock Transactions > Delivery Note
Step-by-Step Guide to Using the Delivery Note Feature
Prerequisites
Before you dive into creating a Delivery Note, you should first create a Sales Order. This will streamline your process and ensure you have all the necessary information at your fingertips.
Creating a Delivery Note
Creating a Delivery Note in Empress is an easy and straightforward process. Here’s how to do it:
- Navigate to the Delivery Note list and click on New.
- The Customer and Items details can be imported by clicking on ‘Get Items from > Sales Order’.
- The UOM (Unit of Measurement) and Rates will be automatically fetched.
- After verifying the details, click on Save and then Submit.
Additional Actions and Details
Empress allows you to add a variety of additional actions and details to your Delivery Note for enhanced functionality, including:
- Customer Purchase Order Details: Enter your customer’s Purchase Order number for easy reference.
- Address and Contact: Specify the shipping address and the contact person at your client’s organization.
- Currency and Price List: Set the currency for the Delivery Note and select a pricing list for item prices.
- Warehouses: Indicate the source warehouse for the items and the destination warehouse.
- Items Table: Add detailed information about each item in the shipment.
- Tracking Quality Inspection: Record mandatory Quality Inspections for certain items.
- Taxes and Charges: Specify the taxes and charges for the items.
- Additional Discount: Indicate any additional discount for the entire order.
- Terms and Conditions: Specify any terms and conditions for the transaction.
- Transporter Information: Enter details about the transporter, including the transporter’s name, driver’s name, distance in km, mode of transport, and the GST transporter ID, transport receipt no, and vehicle no for India.
- More Information: Link the Delivery Note to a Project, Campaign, or Source for tracking purposes.
- Printing Settings: Change the print settings for the Delivery Note.
- Status: View the status of the document and installation percentage.
- Commission: Add commission details if the sale was conducted through a Sales Partner.
- Sales Team: Add the names of the salespersons who worked on the deal.
- Packing Items into Cases, for Container Shipment: Use the Packing Slip to break up your Delivery Note into smaller units for container shipment.
- After Submitting: Once you submit the Delivery Note, a Stock Ledger Entry is made for each item and the inventory is updated.
- Returning a Sales Order: Create a return entry if a customer returns an item.
- Skipping Delivery Note: Enable this feature in Selling Settings if you prefer to create a Sales Invoice directly after a Sales Order.
In conclusion, the Delivery Note feature in Empress greatly enhances your inventory and sales management processes. For more assistance or resources related to this feature, please visit our support center or reach out to our dedicated customer service team.