Create an internal delivery note

• Step 1.  Create approval process for internal delivery note ( if necessary) at approval setting.
• Step 2. Go to Internal delivery note menu under Inventory  from the left sidebar -> click Add button.
  
  
• Step 3. In the Add Internal delivery note page, fill in the required details:
  
  
  • Internal delivery note name: the name of the internal delivery note, automatically generated. 
  • Internal delivery note number: automatically generated based on the configured Prefix Setting.
  • Accounting date: The date for accounting purposes – used to record the transaction in financial reports.
  • Voucher date: The actual date when the internal transfer occurs.
  • Deliverer: The person responsible for the transfer (e.g., warehouse staff or delivery personnel). 
  • Select item: Dropdown to select the item to be transferred.
  • From stock name: Source warehouse – where the item is being transferred from.
  • To stock name: Destination warehouse – where the item is being transferred to.
  • Available quantity: Available stock quantity in the source warehouse. Auto-filled by the system.
  • Quantity: Enter the quantity to be transferred. Must be less than or equal to the available quantity.
  • Click  to add the item to internal delivery note 
  • Click  to remove the item from internal delivery note
  • Note: General note for the entire internal delivery note.
• Step 4. Click Save button
• Step 5. Go to internal delivery note detail -> click  Send approve request and approve it( if any).

Edit an internal delivery note 

Only update internal delivery note with Not yet approved status. 

• Step 1. Go to Intenal delivery note menu under Inventory  from the left sidebar
• Step 2. Select the internal delivery note need to be edited and click Edit
  
  
• Step 3. Make the necessary changes and click Save button.

Delete an internal delivery note

Only delete internal delivery note with Not yet approved status. 

• Step 1. Select the internal delivery note need to be deleted and click Delete
  
  
• Step 2. Confirm your selection in the following pop-up. The internal delivery note will be deleted
  
  

Internal Delivery Note Detail 

• Select the internal delivery note and click View