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Part delivery example

Create a delivery note for part of a job or order, set line quantities, mark it delivered, track remaining items and complete the order later.

Zigaflow makes it easy to part deliver orders.
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Create a part delivery note

1. In this example there is an job/order with two items

Job item list with Forecast and Actual cost columns, showing a stock product line from a supplier tagged MASTER

2. Click 'Create Delivery Note'

Record action buttons in Zigaflow with the Create Delivery Note button highlighted among the purple create options

3. Set the quantities for each line. If one line will not be delivered on this delivery note, keep its quantity above zero here and then edit it on the delivery note. If it is set to zero here, the line will not be put onto the delivery note.

Create Delivery Note line table showing two stock lines with From Order quantities 3.00 and 5.00, none on draft notes

4. Click here.

Convert Order into Delivery Note wizard with the Create Delivery Note dropdown button highlighted above the item table

5. Select the pre-build

Convert Order into Delivery Note panel with the Create Delivery Note dropdown open and the Standard pre-build highlighted

6. The second item will not be delivered on this note, so set the value to 0.

Delivery note line items with second row's Quantity field set to 0 and the save checkmark button highlighted

7. Click "Preview PDF & Email"

Record action buttons with the Preview PDF & Email button highlighted, next to Save Changes and Show Emails

8. The PDF shows the split of of what is on and what is still due.

Delivery note PDF with Order, Left and Qty columns showing 3 ordered, 2 left, 1 delivered and 5 ordered, 5 left, 0 delivered

9. Set the note to "Delivered" or "Picked". If stock has been allocated, it will be booked at by doing this.

Delivery note Draft status menu open, with Delivered highlighted under Change Status To, above the Picked option

Check the remaining items

10. On the list screen, the total remaining on the job/order is shown. If this column is not showing, click on the 'Screen Options' button and show 'Item Remaining' (Admin users only)

Item list with Ordered, Delivered and Remaining columns showing 8 ordered, 1 delivered and 7 remaining

11. On the job/order the remaining items are shown here

Job line items table with Linked Delivery Notes columns showing Delivered 1 and Remaining 2 and 5, with Allocate buttons

Deliver the remaining items

12. Create the delivery note to complete the order

Record action buttons with Create Delivery Note highlighted among purple create options, above the Items tab

13. The figures on the interim screen are calculated by Zigaflow

Delivery note line items table with the To Delivery Note quantity field highlighted, showing 5.00 calculated from the order

14. Create the delivery note

Convert Order into Delivery Note panel with Create Delivery Note menu open and Standard pre-build option highlighted

15. The PDF shows that all the items have been delivered

Delivery note PDF line items with the Left column highlighted, showing 0 remaining for both stock products
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