Delivery notes
Create and manage the documents that accompany your shipments to customers, and track each one through its status tabs.
The Delivery notes area lets you create and manage the documents that accompany your shipments to customers. A delivery note lists what physically goes out with an order, so both you and the customer have a record of what was delivered.
In the sales-document pipeline, the delivery note is the third document: a quote becomes an order confirmation, the order confirmation produces a delivery note when the goods are picked and shipped, and the delivery note is later turned into an invoice.
Quote → Order confirmation → Delivery note → Invoice
You usually don't start from a blank delivery note. A delivery note is generated from an order confirmation once you're ready to ship, so the customer, addresses and line items carry over automatically. You can still create one directly when you need to.
How the status tabs work
The list at the top of the area is split into tabs that group your delivery notes by where they are in the shipping process. A delivery note normally moves left to right — from Open to Printed to Supplied, then into History once it's fully processed. Select a tab to see only the delivery notes in that state.
Open
New delivery notes that are still being prepared. A delivery note lands here when it's created or generated from an order confirmation but the goods haven't been dispatched yet. Use this tab as your work queue: check the addresses and line items, adjust quantities, and get each note ready to print and ship.
Printed
Delivery notes you have printed. Printing a note moves it here, which acts as a signal that the paperwork is done and the shipment is packed and ready to hand over. Keep this tab as the list of notes waiting to physically leave the shop.
Supplied
Delivery notes for goods that have been handed over or shipped to the customer. Marking a note as Supplied confirms the delivery is complete. This is usually the point at which the delivery note is ready to be converted into an invoice.
History
The archive of completed delivery notes. Once a note has run its course — delivered and, where relevant, invoiced — it moves to History so your active tabs stay focused on current work. Use this tab to look up past shipments for a customer.
Deleted
Delivery notes you have removed. Deleting a note takes it out of the active tabs but keeps it here rather than erasing it, so you have a record and can review what was removed.