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Delivering a quotation / order form
Delivering a quotation / order form
Updated over 2 months ago

It is possible to deliver a quotation / order form by creating :

  • a single delivery note in the case of a complete delivery in one go,

  • several delivery notes in the case of several partial deliveries.

To do this:

  1. From the quotation / order form to be delivered, click on "Delivery".

  2. All the lines of the quotation / order form are included on the delivery note thus created

  3. The delivery note may be:

    • Unmodified: to create a single delivery note in the case of a complete delivery in one go,

    • Modified: to create a first delivery note in the case of a partial delivery.

Complete delivery of the quotated/ordered products

All that remains is to move on to the next steps.

see the article : "How to create a delivery note?" chapter "Generate a delivery note"

Partial delivery of the quotated/ordered products

All the lines of the estimate / order form being included and the delivery form being in "Draft" status, it is possible to :

  • Modify the quantities delivered on each line,

  • Delete products that are not to be delivered by deleting the line,

  • Add new products not foreseen by the estimate/delivery order but to be delivered.

Once the modifications have been made, click on "Save" and then go on to the next steps.

see the article : "How to create a delivery note?" chapter "Generate a delivery note"

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