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Create a Delivery Note Directly from a Credit Card Payment Order (Stripe Integration)

Overview​

This feature allows you to Create Delivery Note Directly based on orders that have already been settled via Stripe Credit Card Payment.

Purpose​

Standardizing the procedure for creating a Delivery Note from credit card paid orders helps in business normalization and prevents dependence on specific individuals.

Additionally, it contributes to reducing operational errors and missteps.

Feature Description​

Prerequisites​

To create a Delivery Note with this feature, all of the following conditions must be met:

  • The status of the target order must be OC confirmed.
  • Paid Backlog SKU must not have been created.
  • A delivery note for the relevant order must not have been created already.

For the procedure to confirm an Order Confirmation, please refer to Confirm an Order Confirmation.

Basic Specifications of the Created Delivery Note​

The Delivery Note created with this feature uses Confirmed Order as the Data Source.

Line items are entered based on the confirmed Order Confirmation. All SKUs included in the Order Confirmation are targeted as delivery items.

Once the Delivery Note is created, the relevant Order is assigned the Delivery Status Delivery Invoice Created.

Furthermore, Delivery Notes linked to orders settled via Stripe Credit Card Payment are forcibly created in a Non-billable state to prevent double billing.

Overwritable and Additional Items​

When creating a Delivery Note, the following items can be optionally overwritten or additionally specified:

  • Price: If there is a special reason, you can overwrite the price at the time of order.
  • Custom Item: You can add items such as products not registered in the system.
  • Shipping Fee: You can add an arbitrary shipping cost.
  • Other Fee: You can add fees such as cash-on-delivery fees or repair costs. Applying discounts is also possible by entering a negative value.

However, any difference between the amount resulting from changes or additions and the original order cannot be billed through this Delivery Note.

If you need to bill the buyer for the difference, you must create a separate Invoice on the system to process the billing.

Inventory Operation​

It is possible to perform Inventory Operation (Transfer Inventory) processing simultaneously with the creation of the Delivery Note.

As a prerequisite, Mapping Rule for inventory must be configured.

For details, please refer to Configure Inventory Mapping Rules.

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 default rules or the Document Numbering Rule set for the Brand.

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

Instructions​

Navigating to the Operation Screen​

  1. Click Transactions menu > Order Management.

  2. Search
    You can narrow down orders by entering conditions in each field.

    Example: Search for orders by setting Status to OC confirmed and Credit Card Payment Orders to Credit card orders only.

  3. Click the Details button for the target order.
    You will be redirected to the "Order Detail" page.

  4. Click Create Delivery Invoice Directly.
    You will be redirected to the "Create a New Delivery Invoice" page.

How to Fill Out the Form​

SKU Detail Settings​

The list of SKU details included in the target order is displayed in Target SKUs.

  1. Price
    You can change the amount by entering it directly.

  2. Tax
    You can change the applied Tax.

Inventory Operation Settings​

To perform Transfer Inventory simultaneously with the creation of the Delivery Note, configure as follows:

  1. Use Inventory Operation
    Specify whether to perform Transfer Inventory at the same time as creating the Delivery Note using the toggle button.
    *Mapping Rule for inventory must be configured.

    • Enable: Performs Transfer Inventory simultaneously with the creation of the Delivery Note. Also specify the inventory Source and Destination.
    • Disable: Does not move inventory even if the Delivery Note is created.

  2. Source
    Specify the Label and Location that serve as the inventory source from the dropdown.

    *Displayed only when Use Inventory Operation is set to Enable.

  3. Destination
    Specify the Label and Location that serve as the inventory destination from the dropdown.

    *Displayed only when Use Inventory Operation is set to Enable.

Basic Information Settings​

  1. Delivery Address Specify whether to set a delivery address on the Delivery Note using the toggle button.

    • Enable Set delivery address: Sets a delivery address. Also set the address information.
    • Disable Set delivery address: Does not set a delivery address.

    When setting a delivery address, select the following items from the dropdown to specify or enter the delivery address:

    • Input new address: Enter various address information for the delivery destination.
    • Use Delivery Address in Order: Use the delivery address set in the target order.

  2. Delivery Invoice No.
    Specify whether to customize the Delivery Invoice No. using the toggle button.

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

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

    The delivery date is used as the document date.

  4. Comments in the PDF
    Enter the text to be placed 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 output on a new page.

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

  6. Note
    Enter internal notes. These will not be output to the PDF.

Tags Settings​

  1. Select Tags
    Select the tags to be applied to the Delivery Note being created.

    You can set Control Tags for internal data classification and operational notes.
    Control Tags are not visible to buyers.

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

    To create a new tag, please check How to Create Tags.
    It explains the tag creation method in detail.

How to Create Tags​

  1. Click the Create Tag button.
    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 of the tag.
    • Description
      Enter a brief description of the tag.
    • Tag Color
      Specify whether to set a tag color using the toggle button.
      • Set Color is enabled: Specify an arbitrary color from the color picker.
      • Set Color is disabled: No color is set for the tag.

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

Custom Items Settings​

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

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

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

    • 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 tax to be set.
    • Quantity: Enter the quantity of the custom item.

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

    Unnecessary items can be deleted by clicking the trash can icon.

Shipping Fee Settings​

You can set the shipping fee to be added to the Delivery Note.

  1. Click the Add a fee button. One input field for a shipping fee will be added.

  2. For each shipping fee, 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 be set.

  3. Order Shipping Fee
    The list of shipping fees included in the target order is displayed.

    • By checking the desired shipping fee, you can apply the shipping cost based on the order to the Delivery Note.
    • Multiple selections are possible.
    • Shipping fees already applied to another Delivery Note cannot be selected.

Other Fee Settings​

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

  1. As needed, click the Add a fee button.
    The input fields for other fees will appear.

  2. Enter the following items for the fee being set:

    • Display Name: Enter the display name for the fee.
    • Cost: Enter the amount for the fee. The amount can be a negative value to treat it as a discount.
    • Tax: Check the tax to be set.

    The total amount is calculated as Fee + Applied Tax.

    Unnecessary fees can be deleted by clicking the trash can icon.

Creating the Delivery Note​

After confirming the entered details, click the Create button.

If the process is successful, the Delivery Note will be created.

Important Notes​

"Non-billable" Restriction and Handling Differences in Credit Card Paid Orders​

Delivery Notes created from orders settled via Stripe Credit Card Payment are forcibly treated as Non-billable to prevent double billing.

Even if you overwrite the wholesale price, add custom items, shipping fees, or other fees (including discounts) during Delivery Note creation, you cannot bill the buyer for the difference from the original order through the Delivery Note.

If you need to bill the buyer for the difference resulting from changes, you must create a separate Invoice on the system to process the billing.