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Edit a Delivery Note

Overview​

This feature allows you to edit the contents of an already created delivery note.

Purpose​

Use this feature when you need to change the contents of a delivery note after it has been created, such as when there are changes in delivery details or delivery destinations, or when input errors or setting mistakes are discovered.

These updates keep delivery information aligned with the actual delivery.

Feature Description​

Differences by Inventory Management Method​

The data source, handling of line items, handling of inventory, and billability of the delivery note differ depending on the inventory management method.

What you can edit also depends on the data source selected when the delivery note was created. The data source itself cannot be changed.

Data Source Type​

Inventory Management (New Method):

For delivery notes created with Inventory Management (New Method), one of the following data sources is used.

Data SourceDescription
Original (Without data source)Select delivery items from the product master to create a delivery note.
Undelivered SKUSelect delivery items based on Backlog SKU data created from orders to create a delivery note.
Order Confirmation LinesSelect lines from confirmed order confirmations to create a delivery note.
Loan inventorySelect delivery items from loan inventory to create a delivery note.

With Order Confirmation Lines, you can include only the necessary line items and quantities from multiple order confirmations belonging to the same buyer in a single delivery note. You can also include a partial quantity of the same order line in a delivery note and handle the rest in subsequent delivery notes. During editing, you can also add or remove line items and change quantities.

Inventory Management (Conventional Method):

For delivery notes created with Inventory Management (Conventional Method), one of the following data sources is used.

Data SourceDescription
Original (Without data source)Select delivery items from the product master to create a delivery note.
Undelivered SKUSelect delivery items based on Backlog SKU data created from orders to create a delivery note.
Paid Undelivered SKUCreate a delivery note based on Paid Backlog SKU data created from credit card payment orders.
Confirmed OrderSelect a confirmed order by order to create a delivery note. All SKUs included in the selected order confirmation are included in the delivery note.
Partner InventorySelect delivery items from inventory currently on loan through the Partner Inventory feature to create a delivery note. This data source is available only when an inventory mapping rule has been configured.

Handling of Inventory​

In Inventory Management (New Method), you do not configure the Inventory Operation, Source, or Destination used in Inventory Management (Conventional Method).

For the Original (Without data source) and Undelivered SKU data source types, you set whether to apply inventory when creating the delivery note.

*The Apply Inventory set at the time of creation cannot be changed.

If inventory is applied, the quantity is secured within the range of available inventory.

If inventory is not applied, inventory is not automatically allocated when the delivery note is updated or completed.

For Order Confirmation Lines, the Inventory Operation settings used in Inventory Management (Conventional Method) are not available. The lines are processed based on the allocation status linked to the order.

For delivery notes based on Loan inventory, adding and removing SKUs or changing quantities is reflected in the allocated quantity and available loaned quantity of the loan inventory.

In Inventory Management (Conventional Method), the details of the Inventory Operation set when creating the delivery note cannot be changed during editing.

In addition, for delivery notes created without Inventory Operations, inventory is not automatically allocated upon update and completion.

warning

In environments where Inventory Management (New Method) is enabled, editing delivery notes created with Inventory Management (Conventional Method) does not update the inventory quantities of the conventional method.

Editable Conditions​

You can only edit delivery notes that meet all of the following conditions:

  • Status is in the Open state.
  • Related billing invoices have not been created.
  • Related export documents have not been created.

Editable Items​

You can edit the following items:

  • Target delivery items
    • Can only be changed if the data source is Undelivered SKU, Paid Undelivered SKU, Partner Inventory, Loan inventory, Original (Without data source), or Order Confirmation Lines.
    • Cannot be changed if the data source is Confirmed Order.
  • Wholesale Price and applied tax of SKU line items
    • Cannot be changed if the data source is Paid Undelivered SKU.
  • Addition and changes of custom items
  • Addition and changes of delivery-note-specific shipping fees
  • Application and removal of the shipping fee set at the time of order
  • Addition and changes of other fees
  • Delivery Address
  • Delivery Invoice No.
    • Duplication with other delivery notes is not allowed.
  • Delivery Date
  • Billability
    • Can only be changed if the data source is Undelivered SKU, Confirmed Order, Order Confirmation Lines, Loan inventory, Partner Inventory, or Original (Without data source).
    • If the data source is Paid Undelivered SKU, it is fixed to non-billable and cannot be changed.
    • Delivery notes created based only on paid line items of Order Confirmation Lines in Inventory Management (New Method) are fixed to non-billable and cannot be changed.
  • Note
  • Comments in the PDF
  • Tag

Uneditable Items​

The following items cannot be edited:

  • Target buyer
  • Data Source
  • Currency, Transaction Terms, and Deposit Conditions (if the data source is Original (Without data source))
  • Inventory Operation
  • Apply Inventory

Instructions​

Navigate to the Edit Screen of the Delivery Note​

  1. Click Transactions menu > Delivery Management.
  2. Click the Delivery Invoices tab.
    *It is open by default.
  3. You can search for delivery notes by entering conditions in each Search field.
  4. Click the Edit button for the delivery note you want to edit.
    The "Update a Delivery Invoice" page opens.

How to Fill Out the Form​

Edit the input items as needed.

SKU Line Item Input in "Order Confirmation Lines" of Inventory Management (New Method)​

This operation applies when the data source type of the target delivery note is Order Confirmation Lines.

  1. Include waiting supply quantities
    If you enable Include waiting supply quantities, you can add line items including quantities for which inventory has not yet been allocated. You can select line items with 0 allocated quantity if they have allocation pending quantities.

  2. Filter Order Lines
    You can filter order lines by specifying the order code, SKU code, model number, product name, payment type, presence of allocation pending quantities, and range of requested shipping dates.

  3. Select Order Lines
    Select the line items and quantities to add to the delivery note from the order confirmations belonging to the same buyer.

    • You can select only the necessary line items and quantities. There is no need to add all SKUs included in the order confirmation.
    • You can include a partial quantity of the same order line in the delivery note and handle the rest in subsequent delivery notes.
    • You can add line items from multiple order confirmations.
    • The list shows the allocated quantity, allocation pending quantity, additional quantity, and payment status.
    • Paid line items and unpaid line items cannot be mixed in the same delivery note.
    • Line items corresponding to standard inventory and line items corresponding to loan inventory cannot be mixed in the same delivery note.

  4. Click the Add Selected Order Lines button to add them to the delivery note SKU details.

  5. Check the Quantity and Price for each SKU under Delivery Invoice SKUs.
    Change the quantity and price as needed.

SKU Line Item Input in "Loan inventory" of Inventory Management (New Method)​

This operation applies when the data source type of the target delivery note is Loan inventory.

  1. Loan inventory
    Check the SKUs to include in the delivery note.

    • Multiple SKUs can be selected.
    • You can filter the target buyer's loan inventory by entering the Product Name or Model Number.
    • To exclude an SKU from the delivery note, uncheck it.

  2. Selected SKUs
    The SKU line items for the selected SKUs appear.

    Enter the quantity.
    Quantities exceeding the Available Quantity cannot be entered.

    If necessary, checking Set Custom Price & Tax allows you to set the following:

    • Price: You can change the amount by entering it directly.
    • Tax: You can change the applied tax.

SKU Line Item Input in "Undelivered SKU" of Inventory Management (New Method) and Inventory Management (Conventional Method)​

This operation applies when the data source type of the target delivery note is Undelivered SKU.

  1. Select Undelivered SKU
    When you check and select an undelivered SKU to apply to the delivery note, an input field for the delivery quantity appears.
    Select the delivery quantity from the dropdown.

    • Select the target undelivered SKU from the undelivered SKU list by checking it.
    • Multiple undelivered SKUs can be selected.
    • To exclude them from the delivery note, uncheck them.
    • You can filter undelivered SKUs by entering conditions into Filter SKUs.
    • To select all undelivered SKUs that match the search conditions, click Select All.
    • To uncheck all, click Unselect All.

  2. Selected SKUs
    The SKU line items for the selected undelivered SKUs appear.

    If necessary, checking Set Custom Price & Tax allows you to set the following:

    • Price: You can change the amount by entering it directly.
    • Tax: You can change the applied tax.

SKU Line Item Input in "Original (Without data source)" of Inventory Management (New Method) and Inventory Management (Conventional Method)​

This operation applies when the data source type of the target delivery note is Original (Without data source).

  1. Products To Add To The Delivery Note
    Enter the quantity for each SKU.

    When adding SKUs, click Add an Item as needed.
    The "Select Products" modal opens.

    Check the products you want to add to the delivery note.

    • Multiple products can be selected.
    • You can filter products by entering conditions into Search Products.
    • To select all products that match the search conditions, click Select All.
    • To uncheck all, click Unselect All.

    Once the selection is complete, click the Select button.
    The selected products appear in Products To Add To The Delivery Note.

  2. Selected SKUs
    The SKU line items for the SKUs added to the delivery note appear.

    Make changes to the following items as needed:

    • Price: You can change the amount by entering it directly.
    • Tax: You can change the applied tax.

SKU Line Item Input in "Confirmed Order" Data Source of Inventory Management (Conventional Method)​

This operation applies when the data source type of the target delivery note is Confirmed Order.

All SKUs included in the order confirmation are included in the delivery note.

  1. Delivery Invoice SKUs
    The SKU line items for the order confirmation selected when the delivery note was created appear.

    Make changes to the following items as needed:

    • Price: You can change the amount by entering it directly.
    • Tax: You can change the applied tax.

SKU Line Item Input in "Partner Inventory" Data Source of Inventory Management (Conventional Method)​

This operation applies when the data source type of the target delivery note is Partner Inventory.

  1. Select SKU
    When you check and select an SKU to apply to the delivery note, an input field for the delivery quantity appears.
    Select the delivery quantity from the dropdown.

    • Select the target SKU from the SKU list by checking it.
    • Multiple SKUs can be selected.
    • To exclude them from the delivery note, uncheck them.
    • You can filter SKUs by entering conditions into Filter SKUs.
    • To select all SKUs that match the search conditions, click Select All.
    • To uncheck all, click Unselect All.

  2. Selected SKUs
    The SKU line items for the selected SKUs appear.

    If necessary, checking Set Custom Price & Tax allows you to set the following:

    • Price: You can change the amount by entering it directly.
    • Tax: You can change the applied tax.

SKU Line Item Input in "Paid Undelivered SKU" Data Source of Inventory Management (Conventional Method)​

This operation applies when the data source type of the target delivery note is Paid Undelivered SKU.
It is used in Stripe credit card payment integrated environments.

Note that for paid undelivered SKUs, the price and tax for each SKU line item cannot be changed.

  1. Select Paid Undelivered SKU
    When you check and select a paid undelivered SKU to apply to the delivery note, an input field for the delivery quantity appears.
    Select the delivery quantity from the dropdown.

    • Select the target paid undelivered SKU from the paid undelivered SKU list by checking it.
    • Multiple items can be selected.
    • To exclude them from the delivery note, uncheck them.
    • To select all displayed paid undelivered SKUs, click Select All.
    • To uncheck all, click Unselect All.

Setting up Custom Items​

With custom items, you can add items that do not exist in the product master.

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

  2. Enter the following items for each custom item:

    • Display Name: Enter the display name of the custom item.
    • Description: You can enter a description of the custom item.
    • Price: Enter the price of the custom item.
    • Tax: Check the tax to apply.
    • 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 icon.

Setting up Shipping Fees​

You can set shipping fees to add to the delivery note.

  1. Use Shipping Fee
    Use the toggle to specify whether to add a shipping fee specific to the delivery note.

    • Enable: Adds a shipping fee specific to the delivery note. Enter the Display Name, Cost, and Tax together.
    • Disable: Does not add a shipping fee specific to the delivery note.

  2. If Use Shipping Fee is set to Enable, 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 apply.

  3. Order Shipping Fee
    You can specify the Order Shipping Fee stocked for each order of the target buyer.

    • By checking the shipping fee you want to set, you can apply the shipping fee based on the order to the delivery note.
    • Multiple items can be selected.
    • Shipping fees already applied to other delivery notes are displayed as Already applied and cannot be selected.
    • Shipping fees with a currency different from the delivery note cannot be selected.

Other Fee Settings​

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

  1. Click Add a fee as needed.
    An input field for another fee appears.

  2. Enter the following items for the fee:

    • Display Name: Enter the display name of the fee.
    • Cost: Enter the fee amount. You can also enter a negative value to treat the amount as a discount.
    • Tax: Select the tax to be applied.

    The total amount is calculated as Cost + Applied Tax.

    Unnecessary fees can be deleted by clicking the trash icon.

Setting up the Delivery Address​

Specify with the toggle button whether to register the delivery address.

  • Enable Register delivery address: You can register a delivery address.
  • Disable Register delivery address: A delivery address is not registered.

If Register delivery address is enabled, select the delivery address.

The delivery address set for the delivery note is displayed.

Change the delivery address

  1. Click the Change button.
    The "Delivery Address" modal opens.
  2. Specify the address to use from the registered delivery addresses with the radio button.
  3. Click the Apply button.

Edit a registered delivery address

  1. Click the Change button.
    The "Delivery Address" modal opens.
  2. Click the Edit button of the target delivery destination.
  3. Edit the address information.
  4. Click the Update and apply button.

Enter a new address

  1. Click the Input new address button.
    The "Delivery Address" modal opens.
  2. Enter the delivery address information.
  3. Click the Add and apply button.

Delivery Note Basic Information​

  1. Delivery Invoice No.
    You can change the Delivery Invoice No. by entering a value directly.

  2. Delivery Date
    Enter the year, month, and day of the estimated delivery date. You can select it from the calendar.

    The delivery date is used as the document date.

  3. Billing
    Use the toggle to specify whether the delivery note can be billed.
    *Note: For a delivery note created only from paid Order Confirmation Lines in Inventory Management (New Method), or a delivery note created from Paid Undelivered SKU in Inventory Management (Conventional Method), Make this delivery invoice non-billable is fixed to enabled.

    • Enable Make this delivery invoice non-billable: The delivery note does not appear in the list when selecting delivery notes for invoice creation.
    • Disable Make this delivery invoice non-billable: The delivery note appears in the list when selecting delivery notes for invoice creation.

  4. Note
    Enter internal memos. It will not be output to the PDF.

  5. Comments In The PDF
    Enter the text to be placed in the footer 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 output with a page break.

  6. Comments In The PDF (Character Limit)
    Enter the text to be placed in the header of the PDF. You can enter up to 100 characters.

Setting up Tags​

  1. Select Tags
    Select the tags to apply to the delivery note.

    You can set management tags for internal data classification and operational memos.
    Management tags are not displayed on the buyer's screen.

    Enable the checkboxes of the tags you want to set from the options.

    For details, see How to Create a Tag.

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 the code to identify the tag.
    • Tag Name (Required)
      Enter the display name of the tag.
    • Description
      Enter a brief description of the tag.
    • Tag Color
      Specify with the toggle button whether to set the color of the tag.
      • Set Color is enabled: Specify any color from the color picker.
      • Set Color is disabled: The color of the tag will not be set.

  3. Confirm the entered details and click the Create button.
    The created tag is added to the options in Select Tags.

Updating the Delivery Note​

Review the entered details, then click the Update button.

When processing is complete, the delivery note is updated.

Important Notes​

Notes When Editing With Allocation Pending Quantities Included​

By enabling Include waiting supply quantities in Order Confirmation Lines of Inventory Management (New Method), you can edit delivery notes that include allocation pending quantities.

Delivery notes that include allocation pending quantities cannot be completed until the inventory is ready.

Lines With Different Payment Statuses Cannot Be Added to the Same Delivery Note​

In Order Confirmation Lines of Inventory Management (New Method), you cannot mix paid line items and unpaid line items in the same delivery note.

Delivery notes created based only on paid line items become non-billable. Delivery notes created based on Paid Undelivered SKU in Inventory Management (Conventional Method) also become non-billable.

Notes About Applying Shipping Fees​

Order Shipping Fee is created when the status of the order with the set shipping fee becomes OC confirmed, and is stocked per order.

Stocked shipping fees are consumed each time they are applied to a delivery note or invoice, and cannot be applied to another delivery note while consumed. If you uncheck the shipping fee and update the delivery note during editing, the consumption is released. The shipping fee can then be applied to another delivery note or invoice.

Notes When Editing Delivery Notes Based on Loan Inventory​

When updating delivery notes based on loan inventory, check the updated quantities based on the latest available quantities.

Adding and removing SKUs or changing quantities will be reflected in the allocated quantity and available loaned quantity of the loan inventory.

Notes When Editing Conventional Method Delivery Notes in an Environment Where Inventory Management (New Method) Is Enabled​

In environments where Inventory Management (New Method) is enabled, editing delivery notes created with Inventory Management (Conventional Method) does not update the conventional method inventory quantities.

In this case, the inventory quantities of Inventory Management (Conventional Method) do not change before and after editing the delivery note.

Notes About Editing or Adding a Delivery Address​

When you edit a registered delivery address and update a delivery note, the changes are also applied to the delivery address registered for the buyer.

When you enter a new delivery address and update a delivery note, the entered address is added to the buyer's delivery addresses.

You can enter one new address on the delivery note edit screen.

For instructions on editing delivery addresses registered for a buyer, refer to Edit a Buyer.

Troubleshooting​

Cannot Find the Edit Button​

The editable conditions are as follows:

  • The delivery note is in the Open state.
  • Related billing invoices have not been created.
  • Related export documents have not been created.

If the conditions are not met, the Edit button does not appear.
You must return the status to Open or delete the related documents.