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Sales delivery note (or officially known as shipping delivery note) is the official and legal transportation document that accompanies a sold good when it is transported from one place to another or delivered to the customer. There are 3 types of delivery notes. Shipment Note:It is a standard document showing only the shipment of goods, the invoice is issued separately. Delivery Note Invoice: It is the combination of the invoice and the delivery note in a single document, and it replaces both the invoice and the delivery note when the goods are delivered. e-Delivery Note:It is an electronic delivery note prepared and transmitted digitally in accordance with the Revenue Administration standards.

What is Workcube Sales Delivery Note?

It is a critical business object that records the physical product deliveries made by businesses to their customers in the Workcube ERP system and connects legal and operational processes. Through this screen, the sold products are released from the warehouse, stock levels are updated and the shipment is documented in accordance with legal regulations (VUK and e-Delivery Note standards).

In Workcube's integrated architecture, Sales Delivery Note works fully integrated with the following modules:

Sales-Distribution: Partial or complete shipment of approved customer orders.
Warehouse Management: It provides real-time reduction of stocks on the basis of warehouse and location and triggers shelf tracking.
Service-Maintenance Management: It automatically initiates the shipment of spare parts used in service stations or at the customer site via the service form.
Project Management:Reflects the budget and cost tracking of project-based shipments directly to the projects.
Finance and Accounting:Once the delivery note is approved, it is forwarded to the Revenue Administration in accordance with the e-Delivery Note scheme and prepares the ground for the invoicing process.

Sales for a Business Importance of Delivery Note Management

Accurate, fast and integrated management of sales delivery notes provides the following operational and financial benefits to businesses:

Stock Accuracy and Losslessness: Since warehouse stocks are updated at the time of physical shipment, fictitious stocks are prevented and inventory accuracy is kept close to 100%.
Legal Assurance. and e-Delivery Note Compliance: Thanks to the e-Delivery Note production that is fully compliant with the Revenue Administration standards, the risk of facing criminal sanctions during road inspections is eliminated.
Customer Satisfaction and Traceability: Backward traceability by recording the serial number, lot number and warranty processes of the products delivered to the customer in the delivery note lines.
Fast Invoicing Cycle:Since shipped delivery notes can be converted into sales invoices with a single click, collection periods are shortened and cash flow is accelerated.

Process Flow / Life in Workcube Cycle

The following table shows the end-to-end lifecycle of a sales delivery note, from ordering to invoicing:

Phase	Module / Document	Description
1. Source Document	Sales Order or Service Form	The order or service request to be shipped is approved. It appears on the screen of the shipping department as "Waiting for Shipment".
2. Document Creation	Sales Delivery Note	The order or service record flows into the delivery note. Current account, shipping address, warehouse, project and payment method information comes automatically.
3. Detail Entry	Delivery Note Lines	Actual amount to be shipped, serial number, lot number and withholding rates, if any, are entered. Warehouse and location (shelf, if any) are selected.
4.Stock Control	Stock Reservation	The system checks stock insufficiency, customer risk limit and maturity. Inventories drop with approval.
5. e-Transformation Sending	e-Delivery Note Integration	The created document is sent to the Revenue Administration and the recipient as e-Delivery Note. Vehicle plate and carrier information is added.
6. Closing	Sales Invoice	The process is closed financially by invoicing the shipped delivery notes.

Sales Delivery Note Transactions What Should Be Considered When Managing?

A. Warehouse and Location Authorization

The warehouse and location where the product will be released on the sales delivery note are critical for operational accuracy. Wrong warehouse selection leads to deviations in inventory calculations and virtual depletion of another branch's stocks.

Operational Risk: Out-of-stock products being shipped with a negative balance or deducted from the wrong warehouse.

Workcube Tip: By making user-based warehouse and location authorization, ensure that each shipping personnel issues delivery notes only from the physical warehouse for which they are responsible. Secure your inventory by keeping the "Prevent the Sale of Out-of-Stock Product" parameter active in the system settings.

B. Actual Shipment Date and Time Accuracy

In accordance with the Tax Procedure Law, the date of issuance of the document and the actual shipment date/time must be stated separately on the delivery note. In road inspections, inconsistency between these two time information is a reason for penal action.

Best Practice: When issuing the delivery note, the actual hour and minute at which the vehicle will leave the warehouse must be entered into the system. Hour and minute selection fields in the Workcube form are designed for this purpose.

Workcube Tip: In e-Delivery Note processes, the driver is T.R. Do not forget to enter your identification number, vehicle license plate and carrier company information in the special fields in the detail tab of the delivery note. This information is mandatory in the e-Delivery Note XML schema.

C. Current Risk Limits and Maturity Control

Sales delivery note is the document that initiates the receivables risk by delivering a good owned by the business to the customer. When a current account is selected, the customer's open account debt, risk limit and overdue invoices should be checked.

D. Sales with Withholding Tax and SCT

Withholding rates must be selected correctly in the sales delivery note lines in sectors such as metal, recycling, textile or subcontracted labor. Likewise, showing SCT rates and amounts on the delivery note for products subject to SCT prevents errors at the invoicing stage.

Operational Control: Confirm the accuracy of the general withholding box and line-based tax codes before recording the delivery note.

E. Serial Number and Warranty Activation

In the shipment of technological products, white goods or industrial devices subject to warranty tracking, the unique serial number or lot number of each product must be recorded on the delivery note lines.

Operational Risk: The product shipped with the wrong serial number will cost the business in the future due to the wrong warranty/service process.

Best Practice: After the delivery note registration is completed, match the physical product serial numbers with the delivery note lines with the help of a handheld terminal or barcode reader by clicking on the barcode/serial number icon on the top bar of Workcube.

Delivery note. Details

Package Control: If you have selected the "Package Control Type" option in the units field on the product detail card, the product itself or its first breakdowns in the product tree will be included in the package control section on the sales delivery note, depending on whether the product itself or its components option is selected.
Warranty-Serial Numbers-Add: When you click on this link, you can add serial numbers for the products included in the delivery note. Serial number without product entry cannot be output. Therefore, the series must be entered first.
Add Packaging and Shipment: To convert it to e-Delivery Note, shipping information (Carrier information, shipping method, shipping address, etc.) must be entered.

Service Delivery Note Job Functions and Implementation Steps

Bu ekranı %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Edit Basket,Service Delivery Note / service.service_ship Page Designer Wiki

Servis irsaliyesi, bir hizmetin sunulduğunu ve bu hizmet için gerekli olan malzemelerin veya parçaların kullanıldığını belgeleyen bir belgedir. Temel olarak, bir servis sağlayıcının müşteriye sunduğu hizmetin detaylarını ve kullanılan malzemeleri kaydeder. Servis irsaliyesinde depoların gelmesi için depo detayında servis lokasyonu seçili olmalıdır.

Edit Basket,Service Maintenance Results / service.service_ship Page Designer Wiki

Page Designer,Service Maintenance Results / service.service_ship Page Designer Wiki

Service Maintenance Results,Process Design / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

Inventory Exit Transaction (Service) / settings.list_process_cats Process Cat Wiki

Bu sayfanin cf_big_list_search'ü olusturulmustur.

Output Templates,Service Maintenance Results / settings.form_add_print_files Output Template Wiki

Kaydedilen belgelerin çıktılarının alınması için kullanılır. Standart şablonlar seçilebilir ya da özel şablonlar eklenebilir, ayrıca şablonlar yetkiye bağlanabilir.

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About Workcube Objects

Service Delivery Note

A service delivery note is a document documenting that a service has been provided and that the materials or parts required for this service have been used. Essentially, it records the details of the service a service provider provides to the customer and the materials used. In order for the warehou...

Type: WBO Version: Catalyst v5 Licence: Standard Author: Workcube Core