Create an internal delivery note

Internal Delivery Note

This feature is used to transfer items from one warehouse to another within the organization.

Creating an Internal Delivery Note

Step 1: Configure Approval Process (If Required)

If an approval workflow is required, create an approval process for Internal Delivery Notes under Approval Settings.

Step 2: Access the Internal Delivery Note Menu

1. From the left sidebar, navigate to the Inventory module.

2. Select Internal Delivery Note.

3. Click Add.

Step 3: Complete the Internal Delivery Note Form

On the Add Internal Delivery Note page, complete the required fields as follows:

• Internal Delivery Note Name
  Automatically generated name for the internal delivery note.

• Internal Delivery Note Number
  Automatically generated based on the configured Prefix Setting.

• Accounting Date
  The date used for accounting and financial reporting purposes.

• Voucher Date
  The actual date on which the internal stock transfer takes place.

• Deliverer
  The person responsible for the transfer (e.g., warehouse staff or delivery personnel).

• Select Item
  Dropdown list to select the item to be transferred.

• From Stock Name
  The source warehouse from which the item is transferred.

• To Stock Name
  The destination warehouse to which the item is transferred.

• Available Quantity
  The available stock quantity in the source warehouse. This field is automatically populated by the system.

• Quantity
  The quantity to be transferred. This value must be less than or equal to the available quantity.

• Add Item
  Click to add the selected item to the Internal Delivery Note.

• Remove Item
  Click to remove the selected item from the Internal Delivery Note.

• Note
  General notes or remarks applicable to the entire Internal Delivery Note.

Step 4: Save the Internal Delivery Note

Click Save to store the Internal Delivery Note.

Step 5: Submit for Approval (If Applicable)

1. Open the Internal Delivery Note detail page.

2. Click Send Approval Request.

3. Approve the Internal Delivery Note according to the configured approval workflow.

Editing an Internal Delivery Note

Internal Delivery Notes can only be edited when their status is Not Yet Approved.

Steps

1. Go to Inventory → Internal Delivery Note.

2. Select the Internal Delivery Note to be edited and click Edit.

3. Make the necessary changes and click Save.

Deleting an Internal Delivery Note

Internal Delivery Notes can only be deleted when their status is Not Yet Approved.

Steps

1. Select the Internal Delivery Note to be deleted and click Delete.

2. Confirm the deletion in the confirmation pop-up.

Viewing Internal Delivery Note Details

To view the details of an Internal Delivery Note:

1. Go to Inventory → Internal Delivery Note.

2. Select the Internal Delivery Note and click View.