FAQs in this section
What are the benefits of delivery notes?
Is the Delivery Notes module available in the Sales Starter edition?
How can I create a delivery note?
Can I create a delivery note from a sales order?
How can I add a product or service to a delivery note?
How can I add a section to a delivery note?
How can I share a delivery note?
How can I export a delivery note?
How can I print a delivery note?
How can I add a document to a delivery note?
What are Delivery Notes?

How can I change the template of the delivery note?

You can customize the template for a specific delivery note (DN) from the Settings widget and the Print Delivery Note screen.
  • Follow these steps to change the template from the Settings widget in the Summary View:
    1. Click the Menu icon.
    2. Go to the Inventory tab.
    3. Select the Delivery Notes module.
    4. Open a delivery note.
    5. In the Summary View, Click the Settings widget.
    6. Click the Template Applied dropdown.
    7. Choose the template.
The new template will be applied to the DN document in the Summary View.
  • Follow these steps to change the template of a DN from the Print Delivery Note screen:
    1. Click the Menu icon.
    2. Go to the Inventory tab.
    3. Select the Delivery Notes module.
    4. Open any delivery note.
    5. Click the More button.
    6. Click the Print icon.
    7. Select a template from the list of all available templates.
    8. You can perform any of the below options to view the applied template on the DN document:
      • Edit & Export - You can edit the document and export the DN to your local system.
      • Email with PDF - You can email the DN as a PDF to the contact.
      • Print - You can print the DN and keep a hard copy.
      • Save as PDF - You can save the DN a PDF on your local system.
The template will be applied temporarily to the DN.
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