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ERPX Documentation — Your complete guide to the ERPX platform
ModulesSalesDelivery Notes

Delivery Notes

Go to: Sales → Delivery Note

Delivery notes record the physical dispatch of goods to customers. They are created from sales orders and update inventory levels.

Creating a Delivery Note

Click Make → Delivery Note on a submitted sales order. The items, quantities, and customer details are automatically populated.

Delivery Note Fields

FieldDescription
CustomerThe customer receiving the goods
Sales OrderThe linked sales order
Posting DateDate of dispatch
ItemsItems being delivered with quantity
Source WarehouseWarehouse from which goods are dispatched

Partial Deliveries

You can deliver a partial quantity against a sales order. The sales order status updates to Partially Delivered, and you can create additional delivery notes for the remaining quantity.

Effect on Inventory

Submitting a delivery note:

  1. Reduces stock in the source warehouse
  2. Creates a journal entry (Debit COGS / Credit Inventory)
  3. Updates the linked sales order delivery status

Packing List

Go to: Sales → Packing List

A packing list is a detailed document accompanying the delivery, listing the contents of each package/carton. It is created from the delivery note.