Delivery note software connected to sales and inventory management
Create and manage customer delivery notes while automatically updating warehouse inventory, tracking payments, invoicing, returns and the customer financial position in SUIGEST360.
The central document of the sales cycle.
Delivery Notes connect customers, products, inventory, payments, invoices and returns.
- Automatic reference
- Customer
- Warehouse
- Date
- Products and quantities
- Automatic stock deduction
- Discounts and taxes
- Payments
- Invoicing
- Customer returns
- Financial history
- PDF and Excel
Browse delivery notes.
The list provides a complete commercial and financial overview of every delivery note.
- Reference
- Date
- Customer
- Net amount
- Paid amount
- Remaining amount
- Payment status
- Related invoice
- Related customer return
- Created by
- Created at
- View
- Edit
- Delete when permitted
Create a delivery note.
Creation requires a customer, warehouse, date and at least one product line.
- Automatic reference
- Required customer
- Required warehouse
- Required date
- At least one product
- Optional notes
- Optional stamp duty
Search or create a customer.
The form includes customer search and quick customer creation.
- Customer search
- Customer code
- Name
- Phone
- Quick customer creation
Select the source warehouse.
Each delivery note belongs to a warehouse and delivered quantities are removed from that warehouse.
- Select warehouse before products
- Product search based on warehouse
- Available stock displayed
- Stock deducted only from the selected warehouse
Add products to deliver.
Product search displays commercial information and available inventory in the selected warehouse.
- Product search
- Product code
- Name
- Available quantity
- Quantity
- Unit price
- Product tax
- Add and remove lines
Automatic and controlled stock deduction.
Unlike a quotation, a delivery note creates a real inventory movement.
- Available stock validation
- Blocked when stock is insufficient
- Stock quantity deduction
- Stock movement creation
- Movement linked to the delivery note
Apply a discount.
A discount can be applied before document taxes are calculated.
- Percentage
- Fixed amount
- Automatic calculation
- Taxable base reduction
Use the SUIGEST360 tax engine.
Delivery notes support product taxes together with document charges and withholding taxes.
- Product taxes before total
- Percentage
- Fixed amount
- Tax brackets
- After-tax charges
- Withholding
- Stamp duty when selected
Automatically calculate the amount due.
Totals are recalculated from product lines, discounts and applicable taxes.
- Subtotal excluding tax
- Discount
- Taxable base
- Product taxes
- Total including tax
- After-tax charges
- Stamp duty
- Withholding
- Net amount
Record customer payments.
The delivery note details page includes payment tracking for the document.
- Add payment
- Date
- Payment method
- Amount
- Notes
- Payment reference
- Created by
- Delete payment
- Automatic remaining balance calculation
Track settlement of the delivery note.
SUIGEST360 automatically determines payment status from recorded payments.
- Unpaid
- Partial
- Paid
- Total paid
- Remaining amount
Convert a delivery note to an invoice.
A delivery note that has not yet been invoiced can be converted to a customer invoice.
- Convert to Invoice button
- Direct access to the invoice after conversion
- Delivery note editing locked after invoicing
- Invoice reference shown in the delivery note list
Create a return from the delivery note.
A customer return can be created for products previously delivered.
- Create return from delivery note
- Track already returned quantities
- Partial returns supported
- Return action disabled once all quantities are returned
- Related return displayed
Track the complete financial cycle.
The delivery note details and PDF can combine related financial and commercial events.
- Related invoice
- Payments
- Customer returns
- Customer credit notes
- References
- Dates
- Amounts
- Remaining balance
Edit a non-invoiced delivery note.
When editing, SUIGEST360 restores the previous stock quantities before rebuilding the document and inventory movements.
- Change customer
- Change warehouse
- Preserve document date
- Change products
- Change quantities and prices
- Recalculate taxes
- Recalculate totals
- Keep existing payments
- Recalculate payment status
Export delivery notes.
Delivery Notes can be exported to Excel with an optional date range.
- Start date
- End date
- Reference
- Customer
- Net amount
- Paid amount
- Remaining amount
- Related invoice
Generate a professional delivery note.
The PDF includes commercial, tax and financial details for the delivery note.
- Company information
- Logo
- Customer information
- Products
- Quantities and prices
- Taxes
- Totals
- Amount in words
- Bank information
- Signatures
- Optional stamp
- Payments
- Financial history when available
- Page X / Y pagination
- Direct printing
Delete a delivery note.
Deletion is only allowed when the document is not already involved in an incompatible commercial or financial cycle.
- Allowed when no invoice exists
- Allowed when no customer return exists
- Allowed when no payment has been recorded
- Blocked when invoiced
- Blocked when a return exists
- Blocked when payments exist
Need help with Delivery Notes?
For issues involving inventory, payments, invoicing, returns, taxes or PDFs, open a request through the SUIGEST360 support portal.
Open support portal