Purchase Delivery Notes

Documents - Purchase Documents

In this screen you can create delivery notes from your suppliers when goods are received to update the current inventory.

To create a new Delivery Note, tap the button.

You have to select the supplier you are ordering from.

In this screen you can enter the order in the same way as when making a sale. Here you will see only the items with the Stock status active.

To search for items you can use the Search option, from the secondary menu , located at the end of the top bar.

You can use the Filter button to search by description. The current stock of the selected item will be displayed.

With the Sample option you can load all items with 0 units and thus modify only the units with the numeric keypad. You can access this option through the secondary menu , located at the end of the top bar.

With the Generate option you can load a list of items sold since the last order placed , so you can easily replace the inventory to its previous state. You can access this option through the secondary menu , located at the end of the top bar.

With the Order option you can transfer an existing order to the delivery note, so you do not need to re-enter all the items. You can access this option via the secondary menu , located at the end of the top bar.

You will see all pending orders from this supplier for the selected period. Select the order to be transferred and press the Accept button.

The order is transferred to the delivery note. The status of the order is changed to Closed.

There are more options in the context menu:

• Discount: You can apply the discount offered by your supplier to the whole order.

• Supplier: You can change the current supplier of the delivery note, but only if no item has been entered yet.

• Filter: You can select to display all items in stock or only items that have been previously purchased from this supplier.

• Print: You can print the delivery note on the receipt printer or export to PDF or CSV. You can access this option through the secondary menu , located at the end of the top bar.

You can finalize the delivery note with the button or cancel the order with the button.

The delivery note is saved and can be reopened at any time. The inventory has been updated with the new items.

You can delete a delivery note with the button and the inventory will be updated again.

Using the button you can export the current chart into the following formats:

• 
• 
• (sent as an attached PDF file)
• (printed in A4 format using the Google Cloud Print service)