Creating Delivery Notes.

No. Creating a delivery note is not mandatory. There are no legal requirements for it. The customer can also check the completeness of the goods delivery based on an invoice, which contains all details about the goods.

In many cases, service providers want to create a delivery note as a goods accompanying document. In most cases, the invoice is sent separately from the delivery note. The delivery note helps the customer to directly check and assign the scope and type of the ordered goods upon receipt. 

The following details are a sensible minimum for a delivery note:

The delivery note in the current development stage is based on an existing invoice or proposal. It is directly linked to the document.

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1. Select "Delivery Note" at the top right in the action menu for a proposal or invoice.
2. MOCO offers a standard accompanying text with the most important details. Decide depending on the case, which variables you want to add or remove (e.g., invoice number as a reference).
3. Select the relevant items and save the delivery note.

The standard letterhead for proposals or invoices is used depending on the case. Alternatively, a different letterhead can be selected via "Print Preview".

Because order confirmations are also used only occasionally, they have now been moved to the top right menu for proposals as well.


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