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Create delivery notes for part and full deliveries (not involving inventory)

Where you are not using stock or it it is being shipped directly to the customer

Choose the items to deliver

1. If you are only dispatching some of the items, click "Multi-Select" to pick out the ones required. If not, skip to step "Create Delivery Note"

Line items table with the Multi-Select button highlighted, next to Apply, above columns like Quantity and Alloc. Stock

2. Click the items to deliver

Section item list with the checkbox beside item 114209 (1) highlighted to select it for delivery

3. Click "Create Delivery Note"

Record toolbar with the purple Create Delivery Note button highlighted among the Create Quotation and Create Invoice buttons

Set quantities and create the note

4. If you are part delivering an item, change the quantity here

Convert Sales Order into Delivery Note wizard with the To Delivery Note quantity field highlighted on the second item row

5. If you want to include the item on the delivery note to show the customer what they have ordered but are not delivering it on this note, tick this box:

Checked "Include Zero Quantity Line Items" checkbox for showing undelivered items on the delivery note

6. Click "Create Delivery Note"

Convert Sales Order into Delivery Note panel with the Create Delivery Note button highlighted above the items table

7. Select the required pre-build

Convert Sales Order into Delivery Note panel with Create Delivery Note dropdown open, Standard pre-build highlighted

8. On the delivery note, when the items are picked or dispatched, change the status to reflect this

Delivery note Draft status menu open with Delivered highlighted under Change Status To, alongside Picked, Invoiced, Cancelled

Deliver the remaining items

9. To deliver the remaining items and quantities, return to the Job/Sales Order and either multi-select specific items or click the "Create Delivery Note" button.

Job/Sales Order toolbar with the Create Delivery Note button highlighted among the purple create action buttons

10. Zigaflow will calculate what is remaining - for example, here, the top item was fully delivered, so the quantity is set to zero.

Delivery note items table with the To Delivery Note quantity field for the first, fully delivered stock product highlighted

11. Click "Create Delivery Note" to create the delivery note for these items

Create Delivery Note dropdown open in the Sales Order conversion panel, with the Standard pre-build option highlighted

12. Again, if you want to show what was already delivered, select all the items on the order and tick this box before clicking on 'Create Delivery Note'.

Include Zero Quantity Line Items checkbox ticked, used to show already delivered items on the delivery note
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