Skip to main content

Edit a Delivery Note

Overview​

This feature allows you to edit the content of a created delivery note.

Purpose​

The primary purpose of the delivery note editing feature is to correct input errors or setting mistakes, and to prevent inconsistencies in billing and shipping caused by erroneous operations.

It is also used to centrally manage the content of delivery notes and maintain consistency between documents.

Feature Description​

Editable Conditions​

Only delivery notes that meet all of the following conditions can be edited.

  • The status is Open.
  • No related invoice has been created.
  • No related export documents have been created.

Editable Items​

The following items can be edited.

  • Target delivery items
    • Can only be changed when the data source is Undelivered SKU, Paid Undelivered SKU, Partner Inventory, or Original (Without data source).
    • Cannot be changed when the data source is Confirmed Order.
  • Wholesale price and applicable tax for SKU details
  • Add/change custom items
  • Add/change shipping fees specific to the delivery note
  • Add/change shipping fees set at the time of order
  • Add/change other fees
  • Delivery address
  • Delivery Invoice No.
    • Duplication with other delivery notes is not allowed.
  • Delivery Date
  • Billable status
    • Can only be changed when the data source is Undelivered SKU, Confirmed Order, Partner Inventory, or Original (Without data source).
    • When the data source is Paid Undelivered SKU, it is fixed to non-billable and cannot be changed.
  • Note
  • Comments in the PDF
  • Tags

Non-editable Items​

The following items cannot be edited.

  • Target Buyer
  • Data Source
  • Target Confirmed Order (when the data source is Confirmed Order)
  • Currency, Transaction Terms, and Deposit Condition (when the data source is Original (Without data source))
  • Inventory Operations

Instructions​

Navigating to the Delivery Note Edit Screen​

  1. Click Transactions menu > Delivery Management.
  2. Click the Delivery Invoices tab.
    *Opened 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.
    You will be redirected to the "Update a Delivery Invoice" screen.

How to Fill Out the Form​

Edit the input items as necessary.

SKU Detail Input for "Undelivered SKU" Data Source​

Operations when the data source type of the delivery note to be edited is Undelivered SKU.

  1. Select Undelivered SKU
    When you select the Backlog SKUs to apply to the delivery note by checking them, the delivery quantity input field will be displayed.
    Select the delivery quantity from the pull-down menu.

    • Select the target Backlog SKU from the Backlog SKU list by checking its checkbox.
    • Multiple Backlog SKUs can be selected.
    • To exclude from the delivery note, uncheck the box.
    • You can filter Backlog SKUs by entering conditions in Filter SKUs.
    • To select all Backlog SKUs that match the search criteria, click Select All.
    • To uncheck all boxes, click Unselect All.

  2. Selected SKUs
    The SKU details for the selected Backlog SKUs are displayed.

    If necessary, checking Set Custom Price & Tax enables the following settings.

    • Price: Can be changed by entering the amount directly.
    • Tax: The applicable tax can be changed.

SKU Detail Input for "Paid Undelivered SKU" Data Source​

Operations when the data source type of the delivery note to be edited is Paid Undelivered SKU.
Used in environments integrated with Stripe credit card payments.

Note that for Paid Backlog SKUs, the wholesale price and tax for each SKU detail cannot be changed.

  1. Select Paid Undelivered SKU
    When you select the Paid Backlog SKUs to apply to the delivery note by checking them, the delivery quantity input field will be displayed.
    Select the delivery quantity from the pull-down menu.

    • Select the target Paid Backlog SKU from the Paid Backlog SKU list by checking its checkbox.
    • You can make multiple selections.
    • To exclude from the delivery note, uncheck the box.
    • To select all displayed Paid Backlog SKUs, click Select All.
    • To uncheck all boxes, click Unselect All.

SKU Detail Input for "Confirmed Order" Data Source​

Operations when the data source type of the delivery note to be edited is Confirmed Order.

The delivery items will include all SKUs contained in the Order Confirmation.

  1. Delivery Invoice SKUs
    The SKU details for the selected order confirmation are displayed.

    If necessary, checking Set Custom Price & Tax enables the following settings.

    • Price: Can be changed by entering the amount directly.
    • Tax: The applicable tax can be changed.

SKU Detail Input for "Partner Inventory" Data Source​

Operations when the data source type of the delivery note to be edited is Partner Inventory.

  1. Select SKU
    When you select the SKUs to apply to the delivery note by checking them, the delivery quantity input field will be displayed.
    Select the delivery quantity from the pull-down menu.

    • Select the target SKU from the SKU list by checking its checkbox.
    • Multiple SKUs can be selected.
    • To exclude from the delivery note, uncheck the box.
    • You can filter SKUs by entering conditions in Filter SKUs.
    • To select all SKUs that match the search criteria, click Select All.
    • To uncheck all boxes, click Unselect All.

  2. Selected SKUs
    The SKU details for the selected partner inventory are displayed.

    If necessary, checking Set Custom Price & Tax enables the following settings.

    • Price: Can be changed by entering the amount directly.
    • Tax: The applicable tax can be changed.

SKU Detail Input for "Original"​

Operations when the data source type of the delivery note to be edited is Original.

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

    To add SKUs, click Add an Item as needed.
    The "Select Products" modal opens.

    Check the checkboxes for the products you want to include in the delivery note.

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

    Once the selection is complete, click the Select button.
    The selected products will be displayed in Products to Add to The Delivery Note.

  2. Selected SKUs
    A list of SKU details corresponding to the SKUs added to the delivery note is displayed.

    Make changes to the following items as necessary.

    • Price: Can be changed by entering the amount directly.
    • Tax: The applicable tax can be changed.

Custom Item Settings​

Custom items allow you to add items that do not exist in the product master.

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

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

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

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

    Unnecessary items can be deleted by clicking the Trash icon.

Shipping Fee Settings​

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

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

    • Enabled: Adds a shipping fee specific to the delivery note. Also enter the Display Name, Cost, and Tax.
    • Disabled: Does not add a shipping fee specific to the delivery note.

  2. When Use Shipping Fee is Enabled, enter the following items.

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

  3. Order Shipping Fee
    You can specify the Order Shipping Fee stocked for each of the target Buyer's orders.

    • By checking the shipping fee you want to set, you can apply the order-based shipping fee to the delivery note.
    • You can make multiple selections.

Other Fee Settings​

You can add expenses other than shipping fees, such as COD fees or repair costs, to the delivery note.

  1. If necessary, click Add a fee.
    The input fields for other expenses will be displayed.

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

    • Display Name: Enter the display name for the expense.
    • Cost: Enter the amount of the expense. You can also treat the expense as a discount by entering a negative numerical value.
    • Tax: Check the tax to be set.

    The total amount is calculated as Fee + Applicable Tax.

    Unnecessary expenses can be deleted by clicking the Trash icon.

Delivery Note Basic Information​

  1. Specify whether to register a delivery address or not using the toggle button.

    • Enable Register Delivery Address: Allows you to register a delivery address. Address input fields will be displayed.
    • Disable Register Delivery Address: Does not register a delivery address. Address input fields will not be displayed.

    When Register Delivery Address is enabled, specify the delivery address by selecting the following items from the pull-down menu.

    • Input New Address: Enter various address information for the delivery destination.
    • Select Delivery Address: Select or change the delivery address from the delivery address list.

  2. Delivery Invoice No.
    You can change the Delivery Invoice No. set in the delivery note by free entry.

  3. Delivery Date
    Enter the year, month, and day of the delivery date. Can be selected from a calendar.

    The delivery date is used as the document date.

  4. Billing
    Specify whether to bill for the delivery note to be updated or not using the toggle button.
    *If Paid Undelivered SKU is selected as the data source, Make this delivery Invoice non-billable is fixed to enabled.

    • Enable Make this delivery Invoice non-billable: The delivery note will no longer appear in the list when selecting delivery notes for invoice creation.
    • Disable Make this delivery Invoice non-billable: The delivery note will appear in the list when selecting delivery notes for invoice creation.

  5. Note
    Enter internal notes. Not included in the PDF.

  6. Comments In The PDF
    Enter 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.

  7. Comments In The PDF (character limit)
    Enter text to be included in the header section of the PDF. Up to 100 characters can be entered.

Tags Settings​

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

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

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

    To create a new tag, please check How to Create Tags.
    The method for creating tags is explained in detail.

How to Create Tags​

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

  2. Enter the following items.

    • Tag Code (Required)
      Enter a code to identify the tag.
    • Tag Name (Required)
      Enter the display name for the tag.
    • Description
      Enter a brief description for the tag.
    • Tag Color
      Specify whether to set a color for the tag or not using the toggle button.
      • Set Color enabled: Specify any color from the color picker.
      • Set Color disabled: No tag color is set.

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

Update Delivery Note​

After confirming the input details, click the Update button.

If the process is successful, the delivery note will be updated.

Important Notes​

Notes on Applying Shipping Fees​

Shipping Fee Set at Order is created when the status of the order for which the shipping fee was set becomes Confirmed Order, and is stocked for each order.

Stocked shipping fees are consumed each time they are applied to a delivery note or invoice, and a shipping fee once applied cannot be applied to other delivery notes duplicately.

It can be freely applied regardless of the delivery note's data source, but only when creating a delivery note directly from an order, only the shipping fee set in the original order is used.

Troubleshooting​

Cannot Find the Edit Button​

The editable conditions are as follows.

  • Delivery notes with a status of Open.
  • No related invoice has been created.
  • No related export documents have been created.

If these conditions are not met, the Edit button will not be displayed.
It is necessary to return the status to Open or delete the related documents.