Delivery Notes

Zoho ERP allows you to customize how delivery notes are displayed. You can rename fields, choose what information appears, and ensure the document matches your business style before sharing it with customers.

You can configure the field names for the following information displayed on the delivery note:

• Document Title: The title of the delivery note displayed at the top of the document. By default, the title is DELIVERY NOTE.
• Transaction Number: The label for the delivery note number. This number is the same as the invoice number for which the delivery note is created. By default, the symbol used is #.
• Date Field: The date on which the invoice associated with the delivery note was created. By default, the field name is Date.
• Item: The item listed in the delivery note. By default, the field name is Item.
• Description: The description of the goods or services listed in the delivery note. By default, the field name is Description.
• Quantity: The quantity of the items listed in the delivery note. By default, the field name is Quantity.

You can also choose to display the following fields in the delivery note:

• Reference Field: The reference number associated with the delivery note.
• Bill To: The billing address details of the customer.
• Delivery To: The delivery address details of the customer.
• Signature: The signature section for confirmation.
• Balance Due: The outstanding balance amount of the invoice associated with the delivery note.
• Customer Notes: Notes added for the customer.

These preferences will be reflected in your delivery note documents.