Delivery Notes

Delivery Notes in Planufac are customer-facing documents that confirm shipped quantities after dispatch, excluding all prices and confidential commercial information.

They differ from picking slips and packing slips, which show remaining pick quantities (zero after full shipment). Delivery Notes display the original ordered quantities and the actual shipped quantities as a straightforward record of delivery.

Content

• Product name
• SKU
• Ordered quantity
• No prices, discounts, totals, unit costs, margins, or account-specific terms

This format supplies proof of what was delivered without exposing internal financial data.

Location and Generation

Go to Sales > Sales List at https://my.planufac.com/sales/list Select any sales order from the list. Open the actions dropdown menu on that order. Choose Print Delivery Note.

Generation is available only for orders with partial or full shipment recorded. The document reflects the current shipped status of the order.

Usage

Produce Delivery Notes for:

• Inclusion with physical shipments
• Email confirmation of dispatch to customers
• Documentation for quantity verification, returns, or claims
• Situations requiring non-priced delivery proof

Consistent use minimises disputes over received quantities and supports clear customer communication.