Use the Goods Issue Note form to record goods issued from a warehouse. Warehouse and inventory users use this form when goods are released and the issue must be associated with a related record, the person issuing the goods, and an issue date. You can also attach supporting documents to the issue record.
Workflow
Open Warehouse, then select Goods Issue Note to work with goods issue records.
Complete the issue details. Enter or select a value in Related to, identify the person in Issued By, and enter the issue date in Issued on.
Issue Goods
Save and Close
Tip: Use Related to to keep the goods issue connected to the relevant business record.
Decide whether supporting documentation is required.
To attach a document, select Attach.
Use Select to choose the file, then select Ok to confirm it.
Alternatively, add a file by using or Drop a file here.
Issue Goods
Save and Close
Decide how to finish the record.
Select Save to retain the goods issue note and continue working in the form.
Select Save and Close to retain the goods issue note and return from the form.
Note: Save the record after entering the issue details and before leaving the form.
Examples
A warehouse user issues goods for a customer-related record and needs to retain the delivery documentation.
In Warehouse, open Goods Issue Note.
On the Goods Issue Note form, enter SO-1048 in Related to.
Enter Maya Chen in Issued By.
Enter 08/07/2026 in Issued on.
Select Attach, use Select to choose Delivery_Note_SO-1048.pdf, and select Ok.
Select Save and Close to save the completed goods issue note.
Tips
Tip: Enter the issue date in Issued on when recording the goods release so that the note reflects the date of issue.
Note: Add delivery notes, signed acknowledgements, or other supporting files through Attach when they are available.
Tip: Use Save when you need to remain on the form, and use Save and Close when the record is complete.
Troubleshooting
Symptom: The goods issue note is not associated with the intended business record. Likely cause:Related to was left empty or contains an incorrect value. Fix: Update Related to, then select Save.
Symptom: A supporting document is missing from the goods issue note. Likely cause: The file was not attached or confirmed. Fix: Select Attach, use Select to choose the file, select Ok, and then save the record.
Symptom: You have finished entering the note but remain on the form. Likely cause:Save was selected instead of Save and Close. Fix: Select Save and Close after confirming the details.
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