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Pick-up delivery

Goods are picked up? Use the document pick-up delivery, also called pick-up/delivery note, for this. You can generate this as a PDF file, for example to print it or to send it as an email attachment to your customers.

1. Setting up a document template for pick-up deliveries

Before generating the document pick-up delivery, you have to set up a document template. Go to Setup » Client » Select client » Locations » Select location » Documents » Pick-up/Delivery note to set up the template.
Further information and instructions on setting up the document template are available on the Order documents page of the manual.

2. Generating a single pick-up delivery document

You can generate pick-up delivery documents manually for different order types. To do so, proceed as follows.

Generating a single pick-up delivery document:

  1. Go to Orders » Edit orders.
    → The Order overview opens.

  2. Use the filters to search () for the order for which you want to generate a pick-up delivery document.

  3. Open the required order.

  4. Go to the Receipts tab.

  5. Select the option Pick-up delivery from the Create receipt drop-down list.

  6. Carry out the settings according to Table 1.

  7. Save () the settings to generate the pick-up delivery document.
    → A PDF file of the just generated pick-up delivery document opens.

Table 1. Settings for pick-up delivery document in Create receipt menu
Setting Explanation

Date

Enter a date to be displayed on the pick-up delivery document. The present date is set by default.

Number

The document number is assigned automatically. No entry is required in this field.

Book outgoing items

Select by choosing YES or NO whether outgoing items should be booked when the pick-up delivery document is generated.

Change order status to status

Choose an order status to which the order is changed after the pick-up delivery document is generated. If you don’t want the order status to change, select No change .

Comment

The text entered here is displayed below the order items. The entry of a text is optional.

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