I'm not sure why this happens
I have an order with many lines on. A few of them I do not have stock for. I want to send what I have and put the rest on back order.
When i print the delivery note is shows the whole order and not just the products that are allocated.
Delivery notes currently just show the quantity on the order and do not show any allocations. However the delivery notes can be modified using the Paperwork Designer as described below.
Following on from the previous post, here are instructions on how to make the amendment in Paperwork Designer.
If you go to Tools -> Paperwork Designer and open the Delivery note, on the right hand side under Product you have ‘Allocated’ as field that you can add to the delivery note.
In yellow you can see that I have added the Allocated field to the paperwork and added a text box to describe what this field is for. Plus I have also added the Status field (i.e. On Order, Delivered etc) which will help distinguish which items are being sent now and which items are being sent later.
When I print the delivery note it shows how many items have been allocated to the order.
However if you have the scenario whereby your customer has ordered 5 printers and you are shipping 1 now and 4 at a later date, you’d need to add the product as separate lines to the order, otherwise it doesn’t distinguish which have are being allocated now, and which have already been delivered.
In the scenario below, the customer has ordered 5 printers, we have shipped 1 printer (which has been marked as ‘Delivered’ on the Order) and then shipped the remaining 4 printers:
Further information regarding the Paperwork Designer can be found under the UserGuide on our website:
James said:
In yellow you can see that I have added the Allocated field to the paperwork and added a text box to describe what this field is for. Plus I have also added the Status field (i.e. On Order, Delivered etc) which will help distinguish which items are being sent now and which items are being sent later.
When I print the delivery note it shows how many items have been allocated to the order.
However if you have the scenario whereby your customer has ordered 5 printers and you are shipping 1 now and 4 at a later date, you’d need to add the product as separate lines to the order, otherwise it doesn’t distinguish which have are being allocated now, and which have already been delivered.
Thanks James. I had modified my paperwork already but you mentioned something that I hadn't noticed. Good call. Thanks
I'm still having some trouble with this.
I have the products that were out of stock now.
I can create the delivery note with the missing products on, however it also includes the products that were already delivered previously. I would be confused if I was signing this delivery note., because it has products on that show as delivered but they were delivered previously.
I wonder if there is a way to exclude them or mark some as "Previously Delivered" and the ones due for delivery as Delivered.
I need help finding a work around for this. I need to drop this order today and want my paperwork to be clear. Any ideas?
Just to add, the invoice seems wrong too.
It's including lines that have not been delivered
The invoice will include all items on the order, not just those that have been delivered. As part of the MTD (Making Tax Digital) update which we will be releasing later this month you will be able to add a payment plan to an order and just invoice for the instalment. Currently if you only wish to invoice for products that you have delivered, you would need to separate the order into two or more different orders.
The invoice will include all items on the order, not just those that have been delivered. As part of the MTD (Making Tax Digital) update which we will be releasing later this month you will be able to add a payment plan to an order and just invoice for the instalment. Currently if you only wish to invoice for products that you have delivered, you would need to separate the order into two or more different orders.
drweld said:
I'm still having some trouble with this.
I have the products that were out of stock now.
I can create the delivery note with the missing products on, however it also includes the products that were already delivered previously. I would be confused if I was signing this delivery note., because it has products on that show as delivered but they were delivered previously.
I wonder if there is a way to exclude them or mark some as "Previously Delivered" and the ones due for delivery as Delivered.
I need help finding a work around for this. I need to drop this order today and want my paperwork to be clear. Any ideas?
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Currently the delivery notes aren't really designed for part shipping - once the MTD (making tax digital) update gets released later this month you will be able to open a payment plan on an order and issue a partial invoice for the order - we hope to update the delivery notes to accommodate this also. The only way to currently show this is as per the instructions above where some products can be marked as delivered and some products can be marked as picking. If you'd like them to show on a separate delivery note, you would need to move them to a different order.
