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Creating one delivery note from multiple jobs/orders

Zigaflow allows you to combine several jobs/orders onto one delivery note using Projects

For this to work, the jobs/orders must be in the same project.

Open the project's jobs/orders

1. Click "Go To"

Zigaflow Dashboard with the Go To menu highlighted in the top navigation bar, next to Tasks and CRM

2. Click "Projects"

Dashboard with the Go To menu open and the Projects option highlighted, listed between Variants and Leads

3. Open the project

Projects board with the first project card in the Draft column highlighted, ready to open it

4. Click on the Jobs/Orders (or whatever it is called in your account)

Record tabs row with the Jobs/Orders (2) tab highlighted, between Quotations and Delivery Notes, below budget summary

Create the delivery note

5. Click "Create Delivery Note"

Jobs/Orders tab with the Create Delivery Note button highlighted above the Status Summary and All Jobs/Orders list

6. Select the jobs/orders to create the delivery note for

Jobs/Orders tab listing two draft jobs, JB1650 checked and the checkbox for JB1647 highlighted for selection

7. Click here

Jobs/Orders tab with two jobs selected, highlighting the Create Delivery Note for selected Jobs/Orders button

8. Select the delivery note pre-build and click "Submit"

Select Pre-Build dialog with Standard chosen in the Pre-Build dropdown and the Submit button highlighted

9. The delivery note is created

Delivery Note DN1284 screen showing the activity log entry confirming it was converted from two jobs using a Pre-Build
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