Create Delivery Note

Step-by-step Guide to Creating Delivery Notes

In this tutorial, we will go over how to create a delivery note and all the functions you need to know.

Step 1: Navigate to Side Menu Bar > Sales Delivery > Delivery Notes.

Step 2: Select the appropriate invoice by ticking the box next to the customer.

Step 3: Fill in the relevant information on the Courier, Tracking No. Reference Number and Delivery Date.

Step 4: In the invoice section, fill in your desired delivery quantity. In this scenario, we are delivering all quantities ordered in full, thus the ordered quantity = delivery quantity (as indicated in the blue box). Click “Save” to save your changes. 

Alternatively, you can also partially delivery your order. See above for an illustration.

*Please note that the Ordered Quantity will correspond to the quantity in the respective invoice. The Delivery Quantity must be equal or less than the Invoice quantity. The Remaining units will also be indicated in the last column.

There you go! This is how you create a delivery note.

To set the Status of your Delivery Note

Delivery Status

Step 1: Click on the three dot icon beside your delivery note. Then click “View”.

There are a few options available to you. You may View, Edit, Delivery, Cancel and Archive the Delivery Notes. Please note that upon cancellation of the note, you will not be able to Edit/ Deliver it again.

Cancel your Delivery

You can cancel the delivery by directly clicking the three-dot icon > Cancel or by clicking the three-dot icon > View > Cancel.

This is where to locate the cancel button in the View tab.

Clicking “Cancel” will void the delivery note.

After confirmation, this action cannot be undone.

The status of the delivery note will be updated accordingly.

Mark a Delivery Note as Delivered

Click on the “Mark As Delivered” to indicate to the system that your order has been sent. 

The status of the delivery note will be updated accordingly.

Send Email

Click “Send Email” to notify your customer that their order is on its way. Please note that this action can be done regardless of whether the delivery note is “Marked as Delivered” yet.

You will be able to enter your customer’s email address and a receipt will automatically be sent to them.

Above is an example of the receipt that will be sent automatically.

Archive Delivery Note

You may also archive the delivery note by clicking the three-dot icon > Archive.

Upon confirmation, the delivery note will be permanently delete from the delivery note records.

Edit Delivery Note

Lastly, to edit the existing delivery note, click “Edit” and you will be able to edit the delivery quantities, details about the customer and more.

Simple right? We hope you found the above insightful. Should you encounter any technical troubles, please contact Bindo for support. We are here to help!

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