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Create a Delivery Note Directly from an Order

Overview​

This section explains the procedure for the feature to create a delivery note for delivering all products (SKUs) included in an order at once, based on confirmed order data.

Purpose​

By creating a delivery note directly from an order, you can standardize the delivery note creation procedure based on confirmed order details, allowing delivery operations to be performed with the same appearance and procedure among members in charge.

Additionally, since order data is used as is, input errors can be reduced, and the risk of erroneous operations can be mitigated.

Feature Description​

Prerequisites​

To create a delivery note with this feature, all of the following conditions must be met.

  • The status of the target order must be OC confirmed.
  • Backlog SKUs must not have been created.
  • A delivery note for the relevant order must not have been created already.

For the procedure to confirm an order confirmation, please refer to Confirm an Order Confirmation.

Basic Specifications of the Created Delivery Note​

The delivery note created with this feature uses Order Confirmation as the data source.

Line items are entered based on the confirmed order confirmation. All SKUs included in the order confirmation are subject to delivery items.

When a delivery note is created, the delivery status Delivery Invoice Created is assigned to the relevant order.

Available Currencies and Taxes​

The currency of the delivery note follows the currency set for the target order.

The tax to be applied is set to the tax configured in the order confirmation as the initial value, but it can also be changed.

The options for available taxes are determined by the maker's tax settings.

For details on the maker's tax settings, please refer to Create a Tax Master.
It explains the basic specifications of taxes and how to create the tax master.

Inventory Operation​

You can perform inventory operation (inventory transfer) processing at the same time as creating a delivery note.

As a prerequisite, inventory mapping rules must be configured.

For details, please refer to Configure Inventory Mapping Rules.

Line Items That Can Be Added to a Delivery Note​

The following line items can be added to a delivery note.

  • SKU: Based on the data source, you can add SKU line items for delivery items. You can customize wholesale prices and applied taxes.
  • Custom Item: Items that do not exist in the product master can be added as a Custom Item.
  • Shipping Fee: You can add shipping fees specific to the delivery note and shipping fees stocked for each order.
  • Other Fee: You can add Other Fee such as cash-on-delivery fees or repair charges. You can also treat them as discounts by entering a negative amount.

Basic Information Set in a Delivery Note​

The following items are set as basic information for the delivery note.

  • Delivery Address
  • Delivery Invoice No.
  • Delivery Date
  • Comments in the PDF
  • Note
  • Tags

Automatic Generation Rules for Delivery Invoice No.​

You can specify whether the Delivery Invoice No. is automatically generated or manually customized.

When automatically generated, it is generated based on DEXTRE's standard rules or the document numbering rules set for the brand.

For details on document numbering rules, please refer to Configure Document Numbering Rules.

Instructions​

Navigating to the Operation Screen​

  1. Click Transactions menu > Order Management.

  2. Search
    You can narrow down orders by entering conditions in each item.

    Example: Search for orders by selecting OC confirmed in Status.

  3. Click the Details button for the target order.

  4. Click Create Delivery Invoice Directly.
    You will be redirected to the "Create a New Delivery Invoice" page.

How to Fill Out the Form​

SKU Line Item Settings​

A list of SKU line items included in the target order is displayed in Target SKUs.

  1. Price
    You can change the amount by entering it directly.

  2. Tax
    You can change the tax to be applied.

Inventory Operation Settings​

If you want to perform inventory transfer at the same time as creating a delivery note, set it using the following procedure.

  1. Use Inventory Operation
    Specify whether to perform inventory transfer at the same time as creating the delivery note using the toggle button.
    *Inventory mapping rules must be configured.

    • Enable: Inventory transfer is performed at the same time as the delivery note creation. Also specify the inventory Source and Destination.
    • Disable: Inventory is not transferred even if a delivery note is created.

  2. Source
    Specify the Label and Location that serve as the inventory source from the dropdown.

    *Displayed only when Use Inventory Operation is Enable.

  3. Destination
    Specify the Label and Location that serve as the inventory destination from the dropdown.

    *Displayed only when Use Inventory Operation is Enable.

Basic Information Settings​

  1. Delivery Address Specify whether to set a delivery address in the delivery note using the toggle button.

    • Enable Set delivery address: Sets a delivery address. Input fields for the address will appear.
    • Disable Set delivery address: A delivery address is not set.

    When Set delivery address is enabled, select one of the following items from the dropdown to specify or enter the delivery address.

    • Input New Address: Enter various address information for the delivery destination.
    • Use Delivery Address in Order: Uses the delivery address set in the target order.

  2. Delivery Invoice No.
    Specify whether to customize the Delivery Invoice No. using the toggle button.

    • Enable Customize Delivery Note No.: Sets the Delivery Invoice No. via free text.
    • Disable Customize Delivery Note No.: The Delivery Invoice No. is automatically generated.

  3. Delivery Date
    Enter the year, month, and day for the delivery date. You can select it from the calendar.

    The delivery date is used as the document date.

  4. Comments in the PDF
    Enter the text to be included in the footer section of the last page of the PDF. There is no character limit.

    If the text does not fit within the last page, the entire comment will be placed on a new page.

  5. Comments in the PDF (Character limit)
    Enter the text to be included in the header section of the PDF. You can enter up to 100 characters.

  6. Note
    Enter an internal memo. This is not included in the PDF.

Tag Settings​

  1. Select Tags
    Select the tags to be applied to the delivery note being created.

    You can set control tags for internal data classification and operational notes.
    Control tags are not visible to the buyer.

    Enable the checkboxes for the tags you wish to set from the options.

    If you are creating a new tag, please check How to Create a Tag.
    It explains the method for creating tags in detail.

How to Create a Tag​

  1. Click Create Tag.
    The "Create a New Tag" modal opens.

  2. Enter the following items.

    • Tag Code (Required)
      Enter a code that identifies the tag.
    • Tag Name (Required)
      Enter the display name of the tag.
    • Description
      Enter a brief description of the tag.
    • Tag Color
      Specify whether to set a tag color using the toggle button.
      • Set Color is enabled: Specify any color from the color picker.
      • Set Color is disabled: A color is not set for the tag.

  3. After confirming the input details, click the Create button.
    The created tag will be added to the options in Select Tags.

Custom Item Settings​

In custom items, you can add items that do not exist as a product master.

  1. Click Add an Item. One input field for a custom item will be added.

  2. For each custom item, enter the following items.

    • Display Name: Enter the display name of the custom item.
    • Description: You can enter a description for the custom item.
    • Price: Enter the wholesale price of the custom item.
    • Tax: Check the tax to be set.
    • Quantity: Enter the quantity of the custom item.

    The total amount is calculated as (Price + Applied Tax) × Quantity.

    Unnecessary items can be deleted by clicking the trash can icon.

Shipping Fee Settings​

You can set the shipping fees to be added to the delivery note.

  1. Click Add a fee. One input field for shipping fees will be added.

  2. For each shipping fee, enter the following items.

    • Display Name: Enter the display name of the shipping fee.
    • Cost: Enter the cost of the shipping fee.
    • Tax: Check the tax to be set.

  3. Order Shipping Fee
    A list of shipping fees included in the target order is displayed.

    • By checking the shipping fee you want to set, you can apply the shipping fee based on the order to the delivery note.
    • You can make multiple selections.
    • Shipping fees already applied to another delivery note cannot be selected.

Other Fee Settings​

You can add fees other than shipping, such as cash-on-delivery fees or repair charges, to the delivery note.

  1. If necessary, click Add a fee.
    Input fields for other fees will appear.

  2. Enter the following items for the fee to be set.

    • Display Name: Enter the display name of the fee to be set.
    • Cost: Enter the amount of the fee. The cost amount can also be treated as a discount by entering a negative value.
    • Tax: Check the tax to be set.

    The total amount is calculated as Cost + Applied Tax.

    Unnecessary fees can be deleted by clicking the trash can icon.

Creating the Delivery Note​

After confirming the input details, click the Create button.

Upon successful processing, the delivery note is created.

Important Notes​

Order Shipping Fee​

In Order Shipping Fee, you can only select shipping fees set in the source order for this feature.

Shipping fees linked to other orders cannot be applied.