Print delivery documents

In this procedure you can print several types of documents after the delivery has been reported. The documents that can be printed are:

  • Delivery notes for delivered goods
  • Comprehensive delivery notes
  • Transport labels
  • Product description incl. certificate
  • Delivery note with part contents.

In the selection and by using the settings, you decide which orders and delivery notes that should be included in the result when you load data to the list.

The result is then shown under the Documents tab. You can also preview the documents under that tab. Then you can check the Include checkbox for the documents to be printed/sent by e-mail when you click Print. The tab is inactivated for ledger records that have no customer order.

Delivery note, delivered

This list type loads delivery notes and comprehensive delivery notes for deliveries. On these documents you will for example see delivery address, terms, and parts. To be able to print comprehensive delivery notes, the setting Apply comprehensive delivery note must be activated for the affected customers. You find the setting under the button Delivery rules in the customer register. If this setting is not activated, you can instead print the document Delivery note, delivered.

Transport label, sales

This list type loads transport labels per package. Part number, quantity/package, and order number are examples of information displayed on the transport labels. Transport labels can be printed in three format: A4, A5, and Label.

Product description incl. certificate

This list type loads product description including certificates per delivered batch number or serial number.

Part contents – Delivery

This list type is used to print delivery notes that also show part contents.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.

You can automate the running of this procedure with the Agent option. Read more about The Agent can help make your processes more efficient.