How To: Select Goods In Book In on a Delivery Note

  1. Create a delivery note for the delivered items, see How To: Create Delivery Note from a Purchase Order or How To: Create a Delivery Note from the On Order List.
  2. To move items that have been delivered from the bottom grid to the top grid. There are several ways in which this can be achieved:
    • Double-click (without selecting) on the items that have been delivered in the lower grid.
    • Select Ctrl+Click the items in the bottom grid that have been delivered and drag the selected items and drop them onto the top grid.
    • Select Ctrl+Click the items in the bottom grid that have been delivered and double-click.
    • Select Ctrl+Click the items in the bottom grid that have been delivered, right-click and in the context menu select Add Selected Items To Delivery.
    • Press Ctrl+A to select all lines and use any of the above methods to book them in.
    • Select Ctrl+Click the items not being delivered and then press Ctrl+A to reverse the selection and use any of the above methods to book them in.
  3. Check that the quantities delivered are correct and amend the 'Delivered' column if necessary (by default this will contain the ordered quantity).
    Note: if the quantity delivered is less than the ordered quantity, this will be available to book in on another Delivery Note or the undelivered stock items can be marked as Final Delivery, see How To: Mark Un-Delivered Stock as Final Delivery.
  4. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the delivery note.


See Also


Did you find this article helpful?