Edit a Delivery Note

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

Overview

This feature allows you to edit the content of a 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 is a change in the delivery details or delivery destination, or when an input error or setting mistake is discovered.

By updating the delivery note, you can manage delivery-related information according to the actual situation.

Feature Description

Differences Between Inventory Management Methods

The delivery note data sources, handling of line items, inventory handling, and billing availability differ depending on the inventory management method.

Even during editing, the items that can be changed vary depending on the data source selected when the target delivery note was created. The data source itself cannot be edited.

Data Source Types

Inventory Management (New Method):

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

Data source	Description
Original (Without data source)	A delivery note based on delivery items selected from the product master.
Undelivered SKU	A delivery note based on Backlog SKU data created from an order.
Order Confirmation Lines	A delivery note based on the lines included in the confirmed order confirmation.

With Order Confirmation Lines, you can include only the required lines and quantities from multiple order confirmations belonging to the same buyer into a single delivery note. You can also include only part of the quantity from an order line and handle the remaining quantity in a subsequent delivery note. During editing, you can also add or exclude lines 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 source	Description
Original (Without data source)	A delivery note based on delivery items selected from the product master.
Undelivered SKU	A delivery note based on Backlog SKU data created from an order.
Paid Undelivered SKU	A delivery note based on Paid Backlog SKU data created from a credit card payment order.
Confirmed Order	A delivery note where confirmed order confirmations are selected per order. SKUs included in the selected order confirmation are targeted for the delivery note.
Partner Inventory	A delivery note based on inventory that is currently on loan through the Partner Inventory feature. This data source is available only when an inventory mapping rule has been configured.

Inventory Handling

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.

If inventory is applied, the quantity is reserved 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.

In Inventory Management (Conventional Method), if an inventory mapping rule for delivery notes is set, Inventory Operations (presence or absence of inventory operation, source/destination labels and locations) are set when the delivery note is updated.

The contents of the Inventory Operation cannot be changed during editing.

Note that for delivery notes created without performing Inventory Operations, inventory is not automatically allocated when the delivery note is updated or completed.

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

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, Original (Without data source), or Order Confirmation Lines.
  • Cannot be changed if the data source is Confirmed Order.
• Wholesale price of SKU line items, applicable tax
  • Cannot be changed if the data source is Paid Undelivered SKU.
• 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
• Billing availability
  • Can only be changed if the data source is Undelivered SKU, Confirmed Order, Order Confirmation Lines, 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.
  • A delivery note created only from paid Order Confirmation Lines in Inventory Management (New Method) 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
• 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.
   The "Update a Delivery Invoice" screen opens.

How to Fill Out the Form

Edit the input items as necessary.

SKU Detail Input for "Undelivered SKU" Data Source

Follow these steps when the data source type of the delivery note to be edited is Undelivered SKU.

1. Select Undelivered SKU
   The delivery quantity input field appears when a Backlog SKU is selected.
   Select the delivery quantity from the dropdown.

   • 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

Follow these steps 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
   The delivery quantity input field appears when a Paid Backlog SKU is selected.
   Select the delivery quantity from the dropdown.

   • 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.

Entering SKU Details From "Confirmed Order" in Inventory Management (Conventional Method)

Follow these steps when the data source type of the delivery note to be edited is Confirmed Order.

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

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.

Entering SKU Details From "Order Confirmation Lines" in Inventory Management (New Method)

Follow these steps when the data source type of the delivery note to be edited is Order Confirmation Lines.

1. Include waiting supply quantities
   You can select lines within the range of the allocated quantity.

   Enable Include waiting supply quantities to add lines including quantities for which inventory has not yet been allocated. A line with an allocated quantity of 0 can also be selected when it has an allocation pending quantity.

2. Filter Order Lines
   Filter Order Confirmation Lines by keyword, payment type, allocation pending quantity, or required ship date.

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

   • You can select only the required lines and quantities. You do not need to add every SKU included in an order confirmation.
   • You can include only part of the quantity from an order line and handle the remaining quantity in a subsequent delivery note.
   • You can also add lines from orders for the same buyer when those orders include quantities pending allocation.
   • The list shows the Allocated Quantity, Allocation Pending Quantity, Additional Quantity, and Payment.
   • Paid and unpaid lines cannot be included in the same delivery note. Select only one payment type.

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

5. In Delivery Invoice SKUs, review the Quantity and Price for each SKU. Change the quantity or price as needed.

Entering SKU Details From "Partner Inventory" in Inventory Management (Conventional Method)

Follow these steps when the data source type of the delivery note to be edited is Partner Inventory.

1. Select SKU
   The delivery quantity input field appears when a SKU is selected.
   Select the delivery quantity from the dropdown.

   • 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 (Without data source)"

Follow these steps when the data source type of the delivery note to be edited is Original (Without data source).

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

2. When Use Shipping Fee is set to Enable, 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 select an available Order Shipping Fee from an order belonging to the target buyer.

   • 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 Cost + Applied 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. by entering a value manually.

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
   Use the toggle to specify whether the delivery note is billable.
   *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.

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.

Tag Settings

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

   You can set control tags for internal data classification and operational notes.
   Control 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, see 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 of the tag.
   • Tag Color
     Use the toggle to specify whether to set a tag color.
     • Enable Set Color: Select a color from the color picker.
     • Disable Set Color: No tag color is set.

3. Review the entered information, then click Create.
   The created tag is added to the options in Select Tags.

Updating the Delivery Note

After reviewing the details, click the Update button.

If the update succeeds, the delivery note is updated.

Important Notes

Notes When Editing with Allocation Pending Quantities Included

In Order Confirmation Lines for Inventory Management (New Method), enable Include waiting supply quantities to edit the delivery note with allocation pending quantities included.

A delivery note that includes allocation pending quantities cannot be completed until the inventory is ready.

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

With Order Confirmation Lines in Inventory Management (New Method), paid and unpaid lines cannot be included in the same delivery note.

A delivery note created only from paid lines is non-billable. A delivery note created from Paid Undelivered SKU in Inventory Management (Conventional Method) is also non-billable.

Notes About Applying Shipping Fees

An Order Shipping Fee is created and stocked for each order when the order with the shipping fee reaches the OC confirmed status.

A stocked shipping fee is consumed when it is applied to a delivery note or invoice. Once applied, the same shipping fee cannot also be applied to another delivery note.

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 is not displayed.
Set the status back to Open, or delete the related documents.