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Delivery Notes

Deník+

Record of delivery notes on the construction site.

Dostupné pro:AdministrátorVedoucíPracovník

The Delivery Notes module is used to record materials and goods received at the construction site. Each delivery note is assigned to a specific project and can be linked to an invoice.

Creating a delivery note​

  1. Go to Delivery Notes
  2. Click + New Delivery Note
  3. Select the project and supplier
  4. Enter the delivery date and list of items
  5. Attach a scan or photo of the original
  6. Save

Delivery notes can be linked to received invoices for easy document matching.

Link to order and invoice

You can link a delivery note to an issued order and a received invoice – giving you a complete document chain from ordering to delivery to payment.

Material tracking on site

Thanks to project assignment, you can see in the project dashboard what materials and goods were delivered to the site, including costs.

Workflow: Delivery note in the document chain​

Issued Order → Delivery Note → Received Invoice → Payment