How to use delivery notes

A delivery note, also known as a delivery slip or dispatch note, is a document that acknowledges the delivery of goods from a supplier to a customer. It serves as proof that the goods described on the note have been transferred to the customer or recipient.

Creating a delivery note

You can create a delivery note in one of three ways:

1- Converting a quote into a delivery note

To convert a quote to a delivery note, go to the quote and click To delivery note.

2- Converting an invoice into a delivery note

To convert an invoice to a delivery note, go to the invoice and click To delivery note.
 

3- Manually creating a delivery note

To manually create a delivery note, on the left side menu under the Sales menu group, click on Delivery notes, then click "Create".

Sending a delivery note to your customer

After creating a delivery note, you can send it to your customer by email or WhatsApp.

To do so, go to the delivery note and click Send. Choose email or WhatsApp and enter the recipient details.

Delivery note statuses

A delivery note status typically moves from Draft -> Shipped -> Delivered -> Invoiced flow.

You can manually change the status of the delivery note at any time by clicking Mark as then choosing the status.

• Draft

The delivery note was created as a draft but not yet sent to the customer and the goods have not been shipped.

• Shipped

When you send the delivery note to a customer, its status will change to Shipped.

• Delivered

When the goods are delivered, you can mark the delivery note as Delivered by clicking Mark as > Delivered. The next step is typically to create an invoice from a delivery note, or if you've already invoiced the customer the flow ends here.

• Invoiced

At any point in time, you can convert a delivery note to an invoice by clicking To invoice. Once you do that, a draft invoice will be created and the delivery note status changes to Invoiced.

Delivery note List

You can access your list of scheduled invoices by clicking on “Sales” from the main menu, then selecting “Delivery note”. 

From here, you’ll find several actions you can take:

Action Buttons

• Search Bar : Use this to find a specific delivery note by typing the client’s name or part of it.

• All Time: Allows you to select a date range to display data based on the selected period.

• Add Filter: Use filters to narrow down results by status (e.g., Draft, Sent), customer, project, etc.

• Sort: You can sort data by date (for example, from oldest to newest or vice versa), alphabetically, or using various other sorting options based on your needs. You can also apply multiple sorting criteria simultaneously and easily rearrange the selected options by dragging and moving them, helping you present your data in a more organized and user-friendly way.

• Export: Click the export button to download and save a copy of your delivery note list from Wafeq to your local device (You can find this option by tapping the three dots on the screen).