Use a delivery note to record a shipping order and related files in Warehouse. Warehouse and inventory users create or update the form when preparing delivery documentation and save it either for continued work or as a completed entry.
Workflow
Open Warehouse, then select Delivery Note to open the delivery note form.
Delivery Note
SaveSave and Close
Enter the Shipping order value for the delivery note.
Decide whether supporting documentation is required:
To add a file, drag it to Drop a file here.
To use the attachment action, select Attach and add the relevant file.
Tip: Add delivery documents before saving so that the shipping order and its supporting file are kept together.
Decide whether you need to continue editing the form:
Select Save to store the delivery note and remain on the form.
Select Save and Close to store the delivery note and leave the form.
When you have saved the delivery note, use the saved record to review the shipping order and any attached documentation.
Examples
A warehouse user prepares documentation for a shipment associated with shipping order SO-10458.
The user opens Warehouse and selects Delivery Note.
In Shipping order, the user enters SO-10458.
The user drags the supplier’s signed dispatch document to Drop a file here.
Because the user wants to review the entry before leaving, they select Save.
After confirming that the shipping order and document are present, the user selects Save and Close.
Tips
Note: Use Save when you need to add or review information without leaving the delivery note form.
Tip: Use Save and Close when the delivery note is complete and no further edits are required.
Warning: Ensure that the correct shipping order is entered before saving the delivery note.
Troubleshooting
Symptom
Likely cause
Fix
The delivery note is not retained after leaving the form.
The record was not saved.
Select Save or Save and Close before leaving the form.
A supporting document is missing from the delivery note.
The file was not added.
Drag the document to Drop a file here or select Attach to add it.
You need to continue working after saving.
Save and Close was selected.
Reopen the delivery note and continue editing it, then select Save to remain on the form.
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