Create a Delivery Note Directly from an Order

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

This section explains how to create a delivery note from confirmed order data by setting SKU line items and delivery quantities according to the inventory management method.

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

Differences by Inventory Management Method

The delivery note data source, order status required for creation, delivery target selection method, and inventory handling differ according to the inventory management method in use.

Inventory Management (New Method)

The delivery note data source is Order Confirmation Lines. You can create a delivery note when the target order has the OC confirmed status.

For each Order Confirmation Line, you can select whether to include it in the delivery note and specify the delivery quantity. You can also create a delivery note for only part of the ordered quantity.

By default, you can set delivery quantities within the allocated inventory quantity.

When Include waiting supply quantities is enabled, you can specify delivery quantities that include quantities pending allocation. A line with no allocated inventory can also be selected for delivery note creation if it has a quantity pending allocation.

Even if a delivery note has already been created from the same order, you can create another delivery note when a remaining quantity without a delivery note remains. Quantities included in existing delivery notes cannot be selected for a new delivery note.

You can check delivery notes already created from the target order and the SKUs and quantities included in each delivery note.

Allocated quantities are linked to the order's inventory allocation, and quantities pending allocation remain pending allocation. The Use Inventory Operation, Source, and Destination input fields are not displayed, so you do not need to specify an inventory label or location when creating a delivery note.

Inventory Management (Conventional Method)

The delivery note data source is Order Confirmation. You can create a delivery note when the target order has the OC confirmed or Completed status.

All SKUs included in the target Order Confirmation are reflected in the delivery note together. On the Create Delivery Invoice Directly page, you cannot change the delivery target or delivery quantity for each SKU.

If a delivery note has already been created from the same order, you cannot create a new delivery note.

When creating a delivery note, you can choose whether to perform an inventory operation. When you perform an inventory operation, specify the source and destination labels and locations. You can also consume inventory without transferring it.

Inventory mapping rules are not required to create a delivery note. When configured, they are used for the initial inventory operation settings.

Specifications Common to Both Methods

The delivery note uses the currency configured for the target order. Tax settings from the Order Confirmation are used as initial values and can be changed when creating the delivery note.

You can select a shipping fee configured for the target order and apply it to the delivery note.

You cannot create a delivery note with Create Delivery Invoice Directly from an order for which a Backlog SKU has been created.

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

Available Currencies and Taxes

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.

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

For Inventory Management (New Method) only:

1. Include waiting supply quantities
   By default, you can select line items within the allocated quantity.

   When Include waiting supply quantities is enabled, you can create a delivery note that includes quantities for which inventory has not yet been allocated. A line with an allocated quantity of 0 can also be selected when it has a quantity pending allocation.

2. Delivery note target
   Select the line items to include in the delivery note.

3. Quantity
   Change the delivery quantity as needed. The initial value is the maximum quantity not yet delivered.

For Inventory Management (Conventional Method) only:

All SKUs included in the target Order Confirmation are reflected in the delivery note together. You cannot change the delivery target or delivery quantity for each SKU.

Steps common to Inventory Management (New Method) and Inventory Management (Conventional Method):

1. Price
   Change the amount by entering it directly as needed.

2. Tax
   Change the tax to apply as needed.

Inventory Operation Settings

Inventory Management (New Method)

You do not need to configure an inventory operation. Allocated quantities are linked to the order's inventory allocation, and quantities pending allocation remain pending allocation.

Inventory Management (Conventional Method)

When you want to perform an inventory transfer at the same time as creating a delivery note, configure the following settings.

1. Use Inventory Operation
   Use the toggle to specify whether to perform inventory transfer at the same time as creating the delivery note.

   • 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.

Delivery Notes That Include Quantities Pending Allocation Cannot Be Completed

When you create a delivery note that includes quantities pending allocation in Inventory Management (New Method), you cannot complete the delivery note while quantities remain pending allocation.

Complete the required inventory allocation and resolve the pending allocation before completing the delivery note.

Number of Delivery Notes That Can Be Created From the Same Order

In Inventory Management (New Method), you can create multiple delivery notes from the same order.

For a new delivery note, you can select only the remaining quantity for which a delivery note has not been created. Quantities included in delivery notes that have already been created cannot be selected.

Specify a Delivery Target and Quantity

In Inventory Management (New Method), you cannot create a delivery note when the delivery quantities for all Order Confirmation Lines are 0.

Before creating a delivery note, specify at least one Order Confirmation Line and a delivery quantity.