Video tutorial
Tutorial content:
- Example of creating a goods delivery note record
- Example of adding items to the goods delivery note
- Example of release from the stock
- Example of cancellation of delivery from the stock
1. Create goods delivery note
In the upper gray bar, we click on the INVENTORY module. If we want to create a goods delivery note, we click on Goods delivery notes in the left navigation bar, and on the page we click on the button New goods delivery note. Fill in the freindly name of the goods delivery note in the open form and select the stock. We can assign a goods delivery note to a specific contract using the picker. We can also fill in the customer data, which we will do again using the picker.
2. Create goods delivery note items
Now we click on the button Copy items from contract, which will copy the items that are included in the contract we assigned to the goods delivery note. So, if we really want to copy all the stock items from the selected order to the delivery, we click on the OK button. In the Goods delivery note items table we now see the items we copied. If we want to add more stock items to the goods delivery note, we fill in the quantity in the Add item field, and then select the desired stock item using the picker. In the Goods delivery note items table, we can now see all the items we want.
3. Release from stock and cancellation
If we are done with everything, we click on the Stock release button. If we wish to retroactively cancel the goods delivery note items from the stock, but not to delete the goods delivery note record, we open the goods delivery note record we created and click on the button Cancel stock release.