Overview
The content of this article is aimed at Suppliers using Purchase-to-Pay (formerly known as Trade Simple).
When a confirmation has been threaded back to a buyer, the next task is to generate the delivery note. Delivery notes differ to confirmations in that they represent what has actually been sent to the buyer. Therefore, they should be created after the stock has been picked and the goods dispatched.
Creating Delivery Notes
Best practice is to create the delivery note directly from the document thread, as this will mean any amendments made between the order and confirmation will be shown.
Within the document thread, the confirmation will be shown above the order or acknowledgement as the subsequent document type.
The delivery note will show an ‘Ordered’, ‘Confirmed’ and ‘Despatched’ column, which is editable.
Please note: The expiry date and sell by date can be entered into the delivery note on this screen.
The content of this article is aimed at Suppliers using Purchase-to-Pay (formerly known as Trade Simple).
When a confirmation has been threaded back to a buyer, the next task is to generate the delivery note. Delivery notes differ to confirmations in that they represent what has actually been sent to the buyer. Therefore, they should be created after the stock has been picked and the goods dispatched.
Creating Delivery Notes
Best practice is to create the delivery note directly from the document thread, as this will mean any amendments made between the order and confirmation will be shown.
- To do so select View Thread from the ‘Actions’ Column next to the relevant transaction
Within the document thread, the confirmation will be shown above the order or acknowledgement as the subsequent document type.
- Within the ‘Actions’ Column, select the option to Despatch this order, seen in Fig.1
Fig.1 - Document Thread & Despatch Option
The delivery note will show an ‘Ordered’, ‘Confirmed’ and ‘Despatched’ column, which is editable.
- On this screen, the accurate details of what has been dispatched to the buyer should be entered
Please note: The expiry date and sell by date can be entered into the delivery note on this screen.
Fig.2 Creation of the Delivery Note
- When all necessary changes have been made, select Send Document to dispatch the delivery note back to the buyer
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