View Delivery Note

In the first instance we will explore the fields within the ‘View’ feature of Delivery Notes. A Delivery Note can be viewed by double clicking or selecting it in the grid, and then clicking the View button.

This will display the following screen showing details relating to the specific Delivery Note selected:

The screen is broken down into three sections, including a grid detailing the lines of each Delivery Note:

Delivery Note Details

This section of the screen includes details of the customer and delivery address etc. relating to the Delivery Note record.

The data fields are as follows:

Reference: The Delivery Note number, which is generated from the Next Delivery Note Number, Delivery Note Padding Length and Delivery Note Prefix set in Settings> Stock Control Settings> Delivery Notes.

Account Reference: The Sage 50 Accounts Customer Account Reference for the Sage 50 Accounts Sales Order delivered.

Account Name: The Sage 50 Accounts Customer Account Name.

Delivery Name: This is the Delivery Address name associated with the Delivery Note, in the first instance the delivery address from the Sage 50 Accounts Sales Order.

Below the Delivery Name are the five address fields that make up the delivery address for the Sales Order.

Date: The Date of the Delivery Note.

Notes: These are notes that are entered by you when the Delivery Note is created which relate to the despatch, such as condition of goods or note to the delivery driver.

Created By: This is the Person that created the Delivery Note.

Created Date: The Date the Delivery Note was created.

Packing Details

Within Cim50 there is the option to prompt you for additional Packing and Courier Details when printing a Delivery Note. This information can be included on the printed Delivery Note and is enabled within Settings> Stock Control Settings> Delivery Notes.

The data fields are as follows:

Packed In: How the goods are packaged, for example in a Box or on a Pallet.

Number of Packages: The number of packages the goods are being despatched in.

Total Weight: The total weight of the shipment in Kilograms (Kg).

Courier: The name of the Courier that will be delivering the goods.

Consignment Number: The Couriers consignment number for the goods being delivered.

Reference: An additional Reference for the goods being delivered, for example a customer delivery reference to be quoted on a Delivery Note.

Despatch Lines

The grid at the bottom of the screen details the Sage 50 Accounts Sales Orders and Order Lines that have been despatched to create the Delivery Note Record.

The data fields are as follows:

Order: The Sage 50 Accounts Sales Order Number.

No.: The Sage 50 Accounts Sales Order Line Number.

Product: The Sage 50 Accounts Product Code that has been ordered and despatched.

Description: The Description of the Product Code that has been ordered and despatched.

Due: The Due Date of the Sage 50 Accounts Sales Order Line that has been ordered and despatched.

Ordered: This is the Quantity of the Sage 50 Accounts Sales Order Line that has been ordered.

Despatch Qty: This is the Quantity of the Sage 50 Accounts Sales Order Line that has been despatched on this Delivery Note.

Batch/Serials Numbers Button

When a Stock Item that is configured as Traceable in Cim50 is selected in the grid, the View Batch/Serial Numbers button will appear in the bottom left corner of the screen. This opens up the ‘View Despatched Serial Numbers’ screen which details the Batch or Serial Numbers that have been despatched against the Delivery Note Line.

Further details regarding this screen and the fields within it can be found within the Batches/Serial Numbers (Traceable Item Record) section of this guide.

To exit these screens, use the Cancel button and then Close the View Delivery Note Screen.