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Bulk Create Delivery Notes from Paid Backlog SKUs (Stripe Integration)

Overview​

This feature allows you to bulk create delivery notes for multiple buyers using Paid Backlog SKUs as the data source.

In environments using Stripe credit card payment integration, you can freely distribute Paid Backlog SKUs created from credit card payment orders as delivery items and generate multiple delivery notes at once.

Purpose​

The purpose is to reduce the time required for individual creation and increase operational efficiency by performing delivery note creation tasks for multiple buyers in bulk.

Since delivery quantities can be entered collectively in a distribution table format, this can be utilized when proceeding with deliveries to multiple buyers simultaneously.

Furthermore, the created delivery notes are set to Non-billable, allowing for secure delivery note creation while avoiding double billing.

Feature Description​

Environment and Prerequisites​

This feature is available in environments using Stripe credit card payment integration.

As a prerequisite, Paid Backlog SKUs must have been created from orders made via credit card payment.

For the procedure to create Paid Backlog SKUs, refer to Create Paid Backlog SKUs (Stripe Integration).

Non-billable Constraint​

To prevent double billing for already paid items, delivery notes created with this feature are forcibly set to Non-billable.

Even if you add or change custom items, shipping costs, or other fees during delivery note creation, the price difference cannot be billed from this delivery note.

If you need to bill the buyer for differences resulting from changes, you must separately create an invoice in the system to process the charge.

Distribution of Buyers and SKU Line Items​

You can create delivery notes for multiple buyers, and the Paid Backlog SKUs held by each buyer can be freely distributed as delivery items.

The delivery quantity for SKU line items can be changed individually for each buyer.

A delivery note will not be created for any buyer whose delivery quantity for all SKU line items is 0.
Even if custom items or shipping costs are added, if the SKU delivery quantity is 0, the delivery note creation for that buyer will be skipped.

Inventory Operation​

You can perform inventory operation (inventory transfer) processing simultaneously with the creation of delivery notes. You can choose whether to enable or disable inventory operations.

As a prerequisite, inventory mapping rules must be configured.

For details, refer to Configure Inventory Mapping Rules.

Information Set per Delivery Note​

The following delivery note information is configured for each individual buyer:

  • Delivery Invoice No.
  • Delivery Date
  • Applicable Shipping Fees
  • Delivery Address
  • Comments in the PDF
  • Note

For Applicable Shipping Fees, you can select and add the Order Shipping Fee that was stored at the time of each order.

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 created based on DEXTRE's standard rules or the document numbering rules configured for the brand.

For more details on document numbering rules, refer to Configure Document Numbering Rules.

Items Applicable Uniformly to All Delivery Notes​

The items that can be added or applied uniformly to all delivery notes targeted for creation are as follows:

  • Custom Items: Items that do not exist in the product master can be added.
  • Shipping Fee: Shipping costs specific to the delivery note can be added.
  • Other Fee: Fees such as cash-on-delivery charges or repair costs can be added.

Instructions​

Navigating to the Bulk Create Delivery Notes Screen​

  1. Click the Transactions menu > Delivery Management.
  2. Click Bulk Create Delivery Invoices.
    You will be redirected to the "Bulk Create Delivery Invoices" page.

How to Complete the Form​

Configure Inventory Operations and Data Source​

  1. Use Inventory Operation
    This can be configured if the inventory management feature is enabled.

    Use the toggle button to specify whether to perform inventory transfer simultaneously with the creation of the delivery note.

    • Enable: Performs inventory transfer at the same time as delivery note creation. Additionally, specify the inventory Source and Destination.
    • Disable: Does not move inventory even if a delivery note is created.

  2. Source
    Specify the Label and Location that will serve as the source of the inventory move using the respective dropdowns.

    *This is only displayed when Use Inventory Operation is set to Enable.

  3. Destination
    Specify the Label and Location that will serve as the destination of the inventory move using the dropdowns.

    *This is only displayed when Use Inventory Operation is set to Enable.

  4. Data Source
    Select Paid Undelivered SKU from the dropdown.

    *In this feature, only Paid Backlog SKUs are used as the data source.

Select Target Products​

Products that have Paid Backlog SKUs will be displayed as candidates in the target products.

  1. Select Products
    From the selectable Paid Backlog SKUs, check the checkboxes for the products for which you want to create a delivery note.

    • You can make multiple selections.
    • You can narrow down products by entering conditions in Filter Products.
    • To select all products that match the search criteria, click Select All.
    • To uncheck all, click Unselect All.

Review and Change Target Buyers​

Buyers who hold Paid Backlog SKUs related to the selected products will be displayed as candidates.

  1. Review the target buyers and change them if necessary.

    • By default, the checkboxes for all candidate buyers are checked.
    • If there are buyers to be excluded, you can uncheck them to remove them.
    • Multiple target buyers can be selected.

    You can perform the following operations as needed:

    • You can narrow down buyers by entering conditions in Search Buyers.
    • To select all buyers that match the search criteria, click Select All.
    • To uncheck all, click Unselect All.

Set SKU Quantities per Product​

For each product, specify the delivery quantity for each combination of buyer and SKU.

For the SKU quantity input form, switch the input target for each product and enter the delivery quantity.

  1. Click the target product to begin input.

  2. Enter the SKU delivery quantity for each buyer.

    tip

    Using the buttons provided in the vertical and horizontal headers, you can bulk enter quantities for the SKUs corresponding to those items.

    • To bulk enter the maximum quantity: Click the plus icon. You can bulk enter the maximum quantity for all SKUs corresponding to the item.
    • To bulk clear quantities: Click the trash icon. You can bulk clear the quantities for all SKUs corresponding to the item.

  3. Mark as Edited
    Once input is finished, you can lock the current input contents for the relevant product.

    If necessary, while the target product is selected, check the box for Mark as Edited.

Delivery Note Information per Buyer​

Configure the following items for each buyer:

  1. Delivery Invoice No.
    Specify whether to customize the Delivery Invoice No. or not using the toggle button.

    • Enable Customize Delivery Note No.: Specify the Delivery Invoice No. via free text.
    • Disable Customize Delivery Note No.: The Delivery Invoice No. will be automatically generated.

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

    • The delivery date is used as the document date.
    • To apply the same date to all delivery notes: Enter the date in the input field of the header row and click Apply All. You can specify the date using the calendar in the header row.

  3. Applicable Shipping Fees
    Specify the shipping fees stored for each order of the target buyer.

    • Check the shipping fees you want to set and apply them to the delivery note.
    • You can make multiple selections.
    • Checking Show Non-Paid Fees in the header row will also display unpaid shipping fees.

  4. Address
    Specify whether to set the delivery address or not using the toggle button.

    • Enable: Sets the delivery address. Additionally, configure the address information.
    • Disable: Does not register a delivery address.

    When setting a delivery address, select one of the following items from the dropdown to specify the delivery address:

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

  5. 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 final page, the entire comment will be placed on a new page.

  6. Comments in the PDF (Character limit)
    Enter the text to be included in the header section of the PDF. Up to 100 characters can be entered.

  7. Note
    Enter an internal memo. This will not be included in the PDF.

Custom Item Settings​

In Custom Items, you can add items that do not exist in the product master.

  1. Click Add an Item as needed.

  2. For each custom item, enter the following fields:

    • 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 boxes for the taxes to be applied.
    • 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.

Shipping Fee Settings​

You can set 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 or not using the toggle button.

    • Enable: Adds a shipping fee specific to the delivery note. Additionally, enter the Display Name, Cost, and Tax.
    • 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 for the shipping fee.
    • Cost: Enter the amount for the shipping fee.
    • Tax: Check the boxes for the taxes to be applied.

Other Fee Settings​

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

  1. Click Add a fee as needed.

  2. In the input fields for the other fees being set, enter the following items:

    • Display Name: Enter the display name for the fee.
    • Cost: Enter the amount for the fee.
    • Tax: Check the boxes for the taxes to be applied.

    Unnecessary fees can be deleted by clicking the trash icon.

Bulk Creation of Delivery Notes​

After reviewing the input details, click the Create button.

If the process is successful, delivery notes for multiple buyers will be created in bulk.

Important Notes​

"Non-billable" Constraint and Price Differences in Credit Card Paid Orders​

Even if you add custom items, shipping fees, or other fees during delivery note creation, you cannot bill the difference from the delivery note.

If you wish to bill the buyer for the difference caused by the change, you must separately create an invoice in the system to process the charge.

Delivery notes created from Paid Backlog SKUs are forcibly treated as Non-billable to prevent double billing.

Notes on Applying Shipping Fees​

Applicable Shipping Fees are created at the point when the status of the order for which the shipping fee was set becomes OC confirmed, and they are stored for each order.

Stored Shipping Fee items are consumed each time they are applied to a delivery note or invoice; once a shipping fee has been applied, it cannot be applied redundantly to another delivery note.

They can be freely applied regardless of the data source of the delivery note being created, but there is a constraint that when creating a delivery note directly from an order, only the shipping fee set for the original order can be used.

For details, refer to Create an Order Confirmation. It explains the shipping fees set for orders.

Cases Involving SKUs with Mixed Currencies​

If SKU currencies are mixed within the same buyer, a delivery note can only be created for that buyer for one of those currencies.

You cannot simultaneously create delivery notes for multiple currencies for the same buyer.

Conditions Under Which a Delivery Note is Not Created​

A delivery note will not be created for any buyer whose delivery quantity for all SKU line items is 0.

Even if custom items or shipping fees are added, if the SKU delivery quantity is 0, the creation of the delivery note will be skipped.