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 do I add a product or service to a Delivery Note?
How do 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 change the template of the Delivery Note?
What are Delivery Notes?
How do I add a document to a Delivery Note?
Table of Contents
Follow these steps to add a document:
To learn more about Delivery Notes, click here.
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Delivery Notes module.
- Open a delivery note.
- Click the Do button in the Summary View.
- Click Add or Create button.
- Select Documents.
- Here, you see two options on your screen:
- Select Documents
- If you want to add an existing document, select this option.
- Hover over a record in the list of all existing documents to display the radio buttons.
- Click the radio button on the left side of the record to select the record.
- Click Add Selected button present below of the list.
- Create Documents
- If you want to add a new document, select this option.
- Fill all the necessary details.
- Click Save.
- Select Documents
To learn more about Delivery Notes, click here.
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