Create a Delivery Note from Paid Backlog SKUs (Stripe Integration)

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

Overview

This feature allows you to create a delivery note using Paid Backlog SKUs as the data source.

It is available only in environments using Stripe Credit Card Payment integration.

Based on the Paid Backlog SKU data created from credit card payment orders, you can select delivery items, input quantities, and create a delivery note.

Purpose

By standardizing the creation of delivery notes from Paid Backlog SKUs, delivery operations for credit card-paid orders can be managed without relying on specific individuals.

Since rules such as non-billable constraints and the inability to change amounts are enforced by the system, it reduces risks such as double billing or errors due to accidental operations.

Feature Description

Data Source and Billing Restrictions

This feature creates a delivery note using Paid Backlog SKUs generated from credit card payment orders as the data source.

To prevent double billing of paid items, the created delivery note is forcibly set to Non-billable.

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

Items that can be added to the Delivery Note

Unlike regular Backlog SKUs, the amount and tax settings for each SKU line item cannot be changed.
Only the items to be added to the invoice and their quantities can be entered.

Separately, the following items can be added optionally:

• Custom Items: You can add items such as products not registered in the system.
• Shipping Fee: You can add shipping fees specific to the delivery note shipping fees stocked per order.
• Other Fee: You can add costs such as COD fees or repair charges. You can also apply discounts by entering negative values.

Please note that any price differences resulting from additions or changes cannot be billed through this delivery note, so a separate invoice must be created to process the billing.

Inventory Operation and Tags

You can perform inventory operation (transfer) processing at the same time as creating the delivery note.

As a prerequisite, inventory mapping rules must be configured.

For details on configuring inventory mapping rules, please refer to Configure Inventory Mapping Rules.

Additionally, you can apply Tags to the delivery note simultaneously with its creation.

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 rules configured for the brand.

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

Instructions

Navigating to the Delivery Note Creation Screen

1. Click Transactions menu > Delivery Management.
2. Click Create Delivery Invoice.
   You will be redirected to the Create a New Delivery Invoice page.

How to Input the Form

Specifying the Buyer and Data Source

1. From the list of buyers, click the Select button for the buyer for whom you want to create a delivery note.

   If necessary, you can narrow down the buyers by entering conditions in each field of Search Buyers.

2. Select Paid Undelivered SKU from the Data Source Type dropdown.

Inventory Operation

1. Use Inventory Operation
   Specify whether to perform inventory transfer simultaneously with the creation of the delivery note using the toggle button.
   *Inventory mapping rules must be configured.

   • Enable: Inventory transfer is performed upon creation of the delivery note. Specify the inventory Source and Destination as well.
   • Disable: Inventory will not be transferred even if a delivery note is created.

2. Source
   Select the Label and Location that serve as the source of the inventory from the respective dropdowns.

   *This can only be selected when Use Inventory Operation is set to Enable.

3. Destination
   Select the Label and Location that serve as the destination of the inventory from the respective dropdowns.

   *This can only be selected when Use Inventory Operation is set to Enable.

Selection of Delivery Items

Select the Paid Backlog SKUs to be added as delivery items.

1. Select Paid Backlog SKU
   From the Paid Backlog SKU list, check the Paid Backlog SKUs you wish to apply to the delivery note.
   Also, select the delivery quantity from the dropdown.

   • Multiple Paid Backlog SKUs can be selected.
   • Uncheck items to exclude them from the delivery note.
   • To select all displayed Paid Backlog SKUs, click Select All.
   • To uncheck all items, click Unselect All.

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. Enter the following details in the custom item input fields. You can enter details for each custom item.

   • 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 applied.
   • 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 Icon.

Shipping Fee Settings

You can set the shipping fee 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.

   • Enable: Adds a shipping fee specific to the delivery note. Enter the Display Name, Cost, and Tax as well.
   • 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 cost of the shipping fee.
   • Tax: Check the tax to be applied.

3. Order Shipping Fee
   You can specify the Order Shipping Fee stocked for each order of the target buyer.

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

Other Fee Settings

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

1. Click Add a fee as needed.
   Input fields for other fees will be displayed.

2. Enter the following details for the fee to be configured:

   • Display Name: Enter the display name for the fee.
   • Cost: Enter the amount for the fee. You can also enter a negative value to treat the amount as a discount.
   • Tax: Check the tax to be applied.

   The total amount is calculated as Cost + Applied Tax.

   Unnecessary fees can be deleted by clicking the Trash Icon.

Basic Information of the Delivery Note

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

   • Enable Register delivery address: Sets the delivery address. Enter the address information as well.
   • Disable Register delivery address: Does not register a delivery address.

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

   • Input new address: Enter various address details for the delivery destination.
   • Select a delivery address: Select or change the delivery address from the delivery address list.

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

   • Enable Customize Delivery Note No.: Specify the Delivery Invoice No. via free text entry.
   • 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. Billing
   For delivery notes using Paid Backlog SKUs, Make this delivery note non-billable is fixed to enabled. This cannot be changed.

5. Note
   Enter internal notes. This will not be 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. You can enter up to 100 characters.

Tag 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 or operational notes.
   Control tags are not visible on the buyer's screen.

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

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

How to Create a Tag

1. Click Create Tag.
   The "Create A New Tag" modal will open.

2. Enter the following items:

   • Tag Code (Required)
     Enter the code that identifies 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 any color from the color picker.
     • Set Color is disabled: No color will be set for the tag.

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

Creating the Delivery Note

After confirming the input details, click the Create button.

Upon successful processing, a delivery note will be created from the Paid Backlog SKUs.

The created delivery note will automatically be set to Non-billable.

Important Notes

SKU Line Item Amounts Cannot Be Changed

Unlike regular Backlog SKUs, the amount and tax settings for each SKU line item cannot be changed.

Only the items to be added to the delivery note and their quantities can be entered.

"Non-billable" Restriction and Price Differences for Credit Card-Paid Orders

Delivery notes created from orders already paid via credit card are forcibly treated as Non-billable to prevent double billing.

Even if you overwrite wholesale prices, add custom items, shipping fees, or other costs (including discounts) during delivery note creation, you cannot bill the difference from the created delivery note.

If you need to bill the buyer for differences arising from changes, a separate invoice must be created to process the billing.

Notes on Applying Shipping Fees

Applicable Shipping Fees are created at the point when the status of the order with a set shipping fee becomes OC confirmed, and are stocked per 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 redundantly.