Delivery Note - Order Relation and Shipment Methods of Orders

In Workcube, transactions from request or opportunity to offer, order, delivery, and invoice follow each other like a link in a chain.

There is progress in the form of Request or Opportunity > Offer > Order > Shipment-Logistics Orders > Delivery Note - Invoice.

Purchase or Sale orders that come to the shipment stage are automatically added to the "Shipment-Logistics Orders" list and become ready to be shipped.

It is possible to record a delivery note directly from this list, which is generally used by the teams that manage the shipment, to issue invoices, or to make batch packaging and shipment for more than one order of the same customer. In all transactions made through this list, the system automatically transfers all the components of the order that has reached the shipment stage to the new delivery note record, and a direct relationship is established between the order and the shipment. At the same time, in cases where the delivery note is recorded directly, the relationship between the shipment (delivery note) and the order can be defined from the order field on the delivery note page.

Workcube allows partial or batch shipment. That is to say, shipments of more than one order can be combined in a single delivery note, as well as separate shipments can be planned for different quantities of different items in an order, and a delivery note can be issued.

The "Order" field defined when adding a Delivery Note is used to specify the relevant sales order in the preparation of Wholesale or Retail Sale Delivery Notes.

Select the relevant sales or purchase order by clicking the icon next to the "Order" field on the Adding Purchase and Sales Delivery Notes pages.

IMPORTANT: In the list accessed from this field, only sales and purchase orders (shipment orders) that have been shipped are listed. From this screen, selection can be made on a document basis or on the basis of product lines in the basket inside the documents. As the products of more than one order can be combined in a single delivery note, for example, only 5 out of 10 items in an order can be registered.

• When orders are listed on the basis of documents, we select the relevant orders and click the "Add Order" button, all products included in the order or orders we select will be automatically added to the delivery note.
• When you list on a line basis, you can add the products in the incoming order to the delivery note by ticking the boxes at the end of the products you want to add.

When you click on the car icon at the end of the line, the "Order Fill Rate Report" screen appears. On the Order Fill Rate Report screen, you can see how many shipments have been made for the product ordered in that order record. You can see which delivery notes or invoices and this information have been processed into the system.

TIP: When you click on the "Order" field after selecting the current account in the Sales and Purchase Delivery Notes, the Stage of the products added to the product basket in the relevant Sales Order / Purchase Order must be set to "Shipment" in order for your Sales Orders and Purchase Orders to appear. Otherwise, they are not displayed in the order list.