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Bulk Create Delivery Notes from Multiple Orders

Overview​

You can bulk create Delivery Notes using Order Confirmation as the data source from multiple orders.

This is the bulk processing version of the feature that creates a delivery note directly from the order details.

Purpose​

The purpose is to bulk create delivery notes safely and quickly for a large number of orders based on order confirmations, thereby increasing the operational efficiency of pre- and post-shipping operations.

This can be used when you want to convert multiple orders into delivery notes in a short time, or when you want to reduce rework and input errors associated with individual creation.

Feature Description​

Feature Summary​

This feature uses the Order Confirmation as the data source to bulk create delivery notes from multiple orders.

It is not a feature to consolidate multiple orders into a single delivery note. One delivery note is created for each order.

Orders that can be selected for bulk creation are limited to those that meet the requirements.
Orders that do not meet the requirements are automatically excluded.

Specifying Inventory Operations​

When the inventory management feature is enabled, you can specify whether to perform inventory transfers at the same time as creating the delivery note.

  • Enable: Inventory transfer is performed simultaneously with delivery note creation. You must specify the label and location as the destination.
  • Disable: Inventory transfer is not performed even if a delivery note is created.

Setting Estimated Delivery Dates​

For all delivery notes to be created, you can choose whether to set a uniform estimated delivery date (document date) or leave it in an unentered state.

Status After Delivery Note Creation​

Upon successful bulk creation of delivery notes, all processed orders will display the Delivery Invoice Created label.

Created delivery notes can be confirmed from "Transactions menu > Delivery Management > Delivery Invoices tab."

Instructions​

Navigating to the Bulk Create Delivery Notes Screen​

  1. Click Transactions menu > Order Management.
    The page transitions to "Order Management."

  2. Click the dropdown for the order Status in the Search items.

  3. Click OC confirmed from the options.

  4. Click the Search button.
    Orders with the status OC confirmed are displayed in the list.

    *You can bulk create delivery notes from multiple orders only for orders with the status OC confirmed.

  5. Select the checkboxes for the target orders.

    • Multiple checkboxes can be selected.
    • To select all orders displayed in the list, click Select All.
    • To deselect all, click Remove All Selections.

  6. Click the Bulk Action dropdown.

  7. Click Bulk Create Delivery Notes.
    The "Bulk Create Delivery Notes" modal opens.

How to Fill Out the Form​

  1. Use Inventory Operation
    Set this if the inventory management feature is enabled. If not displayed, proceed to the steps for Delivery Date.

    Specify whether to perform inventory transfers when the delivery note is created using the toggle button.

    • Enable: Inventory transfer is performed simultaneously with delivery note creation. Specify the destination in the next step.
    • Disable: Inventory will not be moved even when the delivery note is created.

  2. Target
    Specify the Label and Location as the inventory destination via the dropdowns.

    *This is only displayed when inventory operation is set to Enable.

  3. Delivery Date
    Specify whether to set the estimated delivery date (document date) for the delivery notes using the toggle button.

    • Enable Set the delivery date: Register a uniform estimated delivery date (document date) for all delivery notes to be created.
      You can enter the date using the calendar icon.
    • Disable Set the delivery date: All delivery notes will be created with the estimated delivery date (document date) in an unentered state.

Bulk Creating Delivery Notes​

  1. Target Orders
    The orders subject to bulk delivery note creation and a summary are displayed. Please confirm there are no issues.

  2. After confirming the input, click Create.

    Upon successful processing, delivery notes are bulk created from multiple orders.
    If the process fails, an error will be displayed.

Important Notes​

Regarding Created Delivery Notes​

The feature for bulk creating delivery notes from multiple orders creates one delivery note for each order.
It is not a feature to consolidate multiple orders into a single delivery note.

If you wish to consolidate multiple orders into one delivery note, please use the Backlog SKU feature.

Regarding Orders Eligible for Bulk Processing​

Orders that can be processed with the bulk create delivery notes feature are as follows:

  • Orders with the status OC confirmed
  • Orders where the inventory status is not In Stock Sale (Including Partial Backorder)
  • Orders for which a delivery note has not been created
  • Orders for which Backlog SKUs have not been created
  • Orders not related to partner inventory (consignment sales report)

The following orders are excluded from bulk processing.

Orders automatically excluded from selection

  • Orders with a status other than OC confirmed
  • Orders where the inventory status is In Stock Sale (Including Partial Backorder)

Orders that cannot be selected

  • Orders for which a delivery note has already been created
  • Orders for which Backlog SKUs have already been created
  • Orders related to partner inventory (consignment sales report)