DELIVERY MANAGEMENT WITH ARTIFICIAL INTELLIGENCE
Delivery notes: Efficient management for your company
Discover how to optimize delivery note management in your business. Tips, tools and benefits for efficient administration.
What is a delivery note and what is it for?
A delivery note is a commercial document that details the goods delivered or received during a transaction. It serves as proof of delivery of goods between a supplier and a customer, providing detailed information on products, quantities, delivery conditions and any relevant observations
Main functions of the delivery note
Types of invoices
Delivery notes may vary depending on the nature of the transaction and the details you wish to include. Below are some of the most common types of delivery notes used in commercial operations:
Delivery note issuance and registration process
6 steps to issue a delivery note
Issuing a packing slip may seem like a complex process, but with the right steps, you can do it easily and efficiently. Below, we present a step by step to issue a delivery note.
1️⃣
Prepare Documents
Gather all relevant information about the delivery, including the products to be delivered, quantities delivery conditions and any special instructions from the customer
2️⃣
Generate the Delivery Note
Use a standard delivery note format or your company's warehouse management system to generate the document. Be sure to include all relevant delivery details
3️⃣
Verify the Merchandise
Before delivery, verify the products to be included in the delivery note match the order details. This helps avoid errors and discrepancies in delivery
4️⃣
Deliver the Goods
Once the goods are ready, proceed with delivery to the specified customer or recipient. Be sure to obtain a signature or acceptance on the packing slip as confirmation of delivery.
5️⃣
Register the Delivery Note
After delivery, register the delivery note in the company's management system. This ensures that information is available for further tracking and analysis.
6️⃣
Archive the Delivery Note
At the end of the process, archive the delivery note securely for future reference. This is important to maintain a historical record of transactions and meet auditing requirements.
Tools to automate the issuance and registration of delivery notes
Automating the issuance and registration of delivery notes is essential to improve efficiency and accuracy in a company's inventory management and logistics. Below are some popular tools that can help in this process:
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