Delivery note What is it and what does it contain for delivery management?

The delivery note is a document used to certify the delivery of goods or products to a customer. This document is essential for any commercial transaction, with it we can guarantee that the delivery has been made correctly between supplier and customer.

But what is the information that the delivery note must contain?

What information should a delivery note contain?

It is necessary to include some basic information in a delivery note to collect all the necessary data for this document to be valid.

A delivery note must contain the following information:

Identification of the seller: the delivery note or delivery note must contain the information of the company selling the products or goods. This information should include the company name, address and tax identification number.

Identification of the buyer: this refers to the information of the company or person receiving the products or goods. It also includes the name of the company or person, the address and the tax identification number.

Delivery date: the delivery note must indicate the date on which the products or goods were delivered.

Description of the products or goods delivered: this description must include the quantity, weight and reference number of the product or goods.

Quantity of products or goods delivered: the delivery note must indicate the exact quantity of products or goods delivered.

Customer's signature: it must have the signature of the customer who receives the products or goods. This signature is proof that the customer has received everything correctly and is checked.

Remarks: The delivery note may include additional remarks related to the delivery of the products or goods.

Learn how to get the most out of this integrated delivery management solution.

What is a delivery note for?

As we have already seen, the delivery note is a fundamental document for any commercial transaction, providing certain advantages over it:

To verify the delivery and content of the products or goods being the proof that the products or goods have been delivered to the customer at the agreed place and time and corresponds with the product description.

Resolve possible discrepancies: In case there are discrepancies between the quantity or quality of the products or goods delivered and what has been indicated on the delivery note, this document can be used as proof to resolve any possible disputes.

Inventory control: the delivery note is also useful for inventory control, as it can be used to verify the quantity of products or goods that have been delivered to customers.

Invoicing: the delivery note is also useful for invoicing the products or goods delivered. The information that has been indicated on the delivery note is used to create the invoice.

Therefore, the delivery note is a useful tool to verify the content of the delivered products or goods, resolve possible discrepancies, control the inventory and perform the corresponding invoicing. Therefore, it is important for companies to use this document properly to avoid potential problems or disputes in the future.

How does the implementation of an ERP help in delivery management?

Implementing an ERP in a company is a process that can take some time and resources, but can provide significant benefits in the long run. Some of the important considerations to keep in mind when implementing an ERP in relation to delivery note management are:

Identification of specific needs: before choosing an ERP, it is important that the company identifies the specific needs in relation to the management of delivery notes. It is important to ensure that the ERP chosen has the necessary functionality to generate, control and manage delivery notes, as well as integrate with other business processes.

Integration with other systems: It is important that the ERP integrates well with other systems that the company already has in place, such as the inventory management system, the invoicing system, among others. This ensures a smooth transition to the new system.

Staff training and education: once the ERP has been implemented, it is important that the staff that will be using it receive the necessary training or education to maximize its effectiveness including training on how to generate and manage delivery notes effectively.

System monitoring and updating: It is important that the ERP system is kept up to date and constantly monitored to ensure that it is functioning properly. Problems must be addressed quickly to avoid interruptions in the delivery note management process.

When it comes to delivery note management, an ERP can provide complete visibility into the delivery process, from planning to actual delivery and inventory updating. In addition, it can help companies optimize the delivery process, reducing time and costs, improving efficiency and increasing customer satisfaction.

At Saqqara through integration with Sage 200, carriers can download and filter outstanding delivery notes and mark deliveries made by scanning QR codes in addition, we help the digital expansion of your business by improving your business management through tailored Sage business management software solutions. We drive change through collaborative work, unifying and simplifying the tasks of your departments within a single platform. Thanks to the link with Sage, we help you increase your productivity, optimize your time in accounting and commercial management, automate processes and account for your profits and losses.