Documentation/ Document types/ Sales delivery notes
Sales delivery notes
The other side of the purchase delivery note: it records what your company delivered to a customer, before invoicing it. Same structure as the purchase one, with issuer and recipient the other way round.
On this page
The list
You find it under Documents → Sales → Delivery notes, at
/documents/albaranesVenta. It is a separate list from the purchase delivery notes: the two never
mix.
How they differ from purchase notes
| Purchase delivery note | Sales delivery note | |
|---|---|---|
| Issuer | The supplier | Your own company |
| Recipient | Your own company | The customer |
| What it records | Goods received | Goods delivered |
| Feeds received products | Yes | No |
| Purchase price checking | Yes | Not applicable |
| Consolidates with | The purchase invoice | The sales invoice |
Choosing the customer
On a sales delivery note, the other party is the customer. The header lets you pick them from the client master and, on accounts that have it switched on, add them there and then from the header itself, without leaving the document.
That is the usual situation when you have delivered to a new customer and the note arrives before their record exists.
Items and the catalogue
On accounts that have it switched on, the lines let you pick the item from your own catalogue: the description and the packaging fill themselves in as you choose the item, and the text stays editable if the particular case needs it.
The difference between your own catalogue and the master that fills itself from your documents is explained in the glossary.
How it relates to the sales invoice
The cycle is the same as on purchases: the delivery notes record the period's deliveries and the invoice gathers them up. Consolidation lets you check that what the customer was billed for is what they were given.
As everywhere else in the product, Dijit.app does not raise those invoices: it processes them once they have been raised.
Whether you have it
The sales delivery note list and the features that go with it, adding a customer from the header, picking items from the catalogue, depend on how the account is set up. If they are not in the menu, they are not switched on.