Quicker alternative to Delivery Note?

#1

We’re using Sales Orders to manage transactions on a variety of digital goods, and our “delivery” involves a very small amount of non-automated work for our sales team. We’d like to use the delivery status to track this work, but creating a Delivery Note for each transaction is tedious. (Often, we’ll be processing a dozen or more of these at a time.)

Is there a way, either via UI or custom script, to update the “Delivered Quantity” variable in the Sales Order Items without having to create a new document?
Thanks in advance!

#2

Hello,

You can skip Delivery Note and directly proceed to Sales Invoice. For do so, go to Selling Settings and select “Delivery Note Required” as No.

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You can directly create Sales Invoice from Sales Order and select “Update Stock” to have the same effect as the DN.

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Hope this helps.

#3

Thanks Michelle!

We’ve already set Delivery Note Required to “No”, but the “Update Stock” approach doesn’t work because we have to issue invoices before delivery, Is there any alternative?

#4

One option would be to create new delivery note, and use the Get Items From option to pull items from multiple sales orders for that customer.

#5

Most of the time, it’s only one sales order per customer, so that wouldn’t help unfortunately.