Validate a delivery note to confirm the receipt of goods and update the inventory. This guide will assist you in this process.
Starting point: The Easilys menu.
Delivery notes are automatically created when a purchase order is sent. It allows you to validate the receipt of goods and enter them into stock.
It is also possible to manually create a delivery note without an order.
For more information, see the article Generate a delivery note without an order.
The delivery note also allows you to indicate any anomalies detected during delivery, thus creating claims or credit note requests if necessary.
- Select the tabs Supplier orders > Receptions.
- Select the "in progress" delivery note you wish to validate.
By default, Easilys only displays delivery notes with the status "in progress" on the screen. The "Statuses" filter allows you to display or not display other statuses.
The details of the delivery note are displayed.
It is open by default on the Articles tab, allowing you to view the list of supplier products that were present in the purchase order.
- Select the Information tab to access the information related to the delivery note.
- Enter the delivery note number and modify the delivery date if necessary by selecting the date in the "Delivered on" line. Then select Save now.
- You can also print the delivery note by selecting Print the DN.
- Select the Articles tab to return to the list of products to be received.
- Check the accuracy of each line: the delivered quantity, the price, and the received quantity can be modified to match reality.
- In some cases, Easilys may automatically generate a credit note request if you modify elements. For example, if the delivered quantity is greater than the received quantity. You can delete the credit note request if it does not seem relevant to you. Select NC which has turned red on the product line, then select Delete these claims.
- Once the verification is complete, select Validate.
The "Validate receipt" window appears on the screen.
- You can modify the delivery date and indicate/modify the delivery note number, then select Validate again.
The goods are automatically entered into stock.
