Introduction

In the world of inventory management and logistics, delivery notes play a crucial role in ensuring that goods are delivered accurately and efficiently. iVendNext, a comprehensive ERP solution, provides robust tools for creating and managing delivery notes, helping businesses streamline their shipping processes. This article will explore the importance of delivery notes, how to create them in iVendNext, and their role in the overall sales and inventory management process.

What is a Delivery Note?

A Delivery Note is a document that accompanies a shipment of goods, detailing the items being delivered. It serves as a proof of delivery and ensures that the customer receives the correct items in the specified quantities. In iVendNext, delivery notes are used to update inventory levels and track the movement of goods from the warehouse to the customer.

Prerequisites for Creating a Delivery Note

Before creating a delivery note in iVendNext, ensure that the following prerequisites are met:

1. Sales Order: A sales order should be created and submitted in the system. The delivery note is typically created from a sales order.

2. Item Master: Ensure that all items to be delivered are added to the Item Master, including details such as stock levels, pricing, and tax information.

3. Customer Master: Add your customers to the Customer Master, including their shipping addresses and contact details.

Steps to Create a Delivery Note in iVendNext

1. Accessing the Delivery Note Module

To create a delivery note, navigate to:
Home > Stock > Delivery Note.

2. Creating a New Delivery Note

1. Click on the Add Delivery Note button to open the Delivery Note Creation screen.

2. Fill in the mandatory fields, including:

• Customer: Select the customer from the dropdown list.

• Items Table: Add the items to be delivered. The system will automatically fetch the details from the sales order.

3. Automating Delivery Note Creation

iVendNext allows you to automate the creation of delivery notes from sales orders. This feature ensures that all relevant details are carried over, reducing manual entry errors.

• From Sales Order: Navigate to the Sales Order and click on Create > Delivery Note.

• Partial Deliveries: If the sales order contains multiple items, you can create partial delivery notes for items that are ready to be shipped.

Key Features of Delivery Notes in iVendNext

1. Tracking Stock Movements

One of the primary roles of a delivery note is to track the movement of goods from the warehouse to the customer. When a delivery note is submitted, the stock levels in the warehouse are automatically updated, ensuring that your inventory records are always accurate.

2. Quality Inspection

For businesses that require quality inspections before shipping, iVendNext allows you to record quality inspections in the delivery note. This feature ensures that only items that meet the required standards are shipped to the customer.

3. Shipping Rules and Taxes

iVendNext supports the addition of shipping rules and taxes to delivery notes. You can set up shipping rules based on distance or weight, and the system will automatically calculate the shipping costs. Additionally, taxes can be added to the delivery note, ensuring that all charges are accurately reflected.

4. Transporter Information

If you outsource transportation, iVendNext allows you to add transporter details to the delivery note. This includes information such as the transporter’s name, vehicle number, and driver details. For businesses in India, GST-related details such as the transporter’s GSTIN can also be recorded.

5. Printing and Customization

iVendNext offers extensive customization options for printing delivery notes. You can print delivery notes on your company’s letterhead, group similar items, and even customize the headings. This ensures that your delivery notes are professional and tailored to your business needs.

Managing Delivery Note Statuses

iVendNext automatically assigns statuses to delivery notes, helping you track their progress:

• Draft: The delivery note is saved but not yet submitted.

• To Bill: The delivery note is submitted, but the corresponding sales invoice has not been created.

• Completed: All items have been delivered, and the delivery note is closed.

• Return Issued: Items have been returned by the customer.

• Canceled: The delivery note is canceled, and its impact on stock is undone.

Advanced Features

1. Linking to Sales Invoices

Once a delivery note is created, you can easily generate a sales invoice from it. This ensures that the billing process is seamless and that all delivered items are accurately invoiced.

2. Product Bundles and Packing Lists

For businesses that sell product bundles, iVendNext automatically creates a packing list based on the sub-items in the bundle. This feature ensures that all components of the bundle are included in the delivery.

3. Delivery Trips

iVendNext allows you to plan and track delivery trips, ensuring that all deliveries are made efficiently. You can create delivery trips from the delivery note, and the system will optimize the route based on the delivery addresses.

Conclusion

Delivery notes are an essential part of the logistics and inventory management process in iVendNext. By automating the creation of delivery notes, tracking stock movements, and integrating with sales invoices, iVendNext ensures that your shipping processes are efficient and accurate. Whether you’re a small business or a large enterprise, iVendNext provides the tools you need to manage your deliveries effectively.