Shipping & Delivery

Track who's delivering an order and generate a delivery note for sales that need to be shipped.

Assigning a delivery person

1. Create the sale as normal.
2. Enter the required shipment details.
3. Select a delivery person from the available options.
4. Complete and save the sale.

This lets you track who's responsible for delivering each order.

Adding a delivery note to a sale

A delivery note can be generated for any sale that includes shipping information.

1. While creating the sale, make sure shipping details are added — go to Invoice and click Shipment, then use the filter to locate the right products if needed.
2. After saving, go to the All Sales screen and locate that sale.
3. Open the Action dropdown for it.
4. Select Delivery Note to generate it. (If you need to change shipping details first, use Action → Edit Shipping instead.)

Printing the delivery receipt

1. Open the All Sales screen and find the sale with delivery details.
2. Click the Action dropdown and select Delivery Note.
3. Print the delivery receipt from the preview screen.