Overview
Internal delivery notes are used when goods move inside the business rather than being sold to an external customer. They support controlled handover, issue, and internal movement history.
Main purposeControl internal handover or movement of goods.
Important areasDocument list, source and destination context, item details, and internal confirmation.
Business valueBetter accountability for internal movement and cleaner supporting history.
Where To Find It
Common Path: Field Services > Internal Delivery Note
Users often create internal delivery notes when issuing goods to jobs, departments, or other internal destinations.
Note: This document is for internal control, not for ordinary external customer delivery.
How It Works
The document records which goods moved internally, from where, to where, and for what purpose. It helps the business retain a clean internal trail.
- Use it when the goods are handed over internally rather than sold externally.
- Review item quantities carefully before saving.
- Use the document to support internal accountability.
Main Areas
| Area | What It Is Used For |
|---|---|
| Document List | Review and open internal delivery notes. |
| Source And Destination | Show where the goods came from and where they are going internally. |
| Item Details | Record the items and quantities involved. |
| Internal Purpose | Supports the reason for the movement such as a job, department, or service need. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Reference Number | The internal delivery note identifier. | Use it to find the correct movement record later. |
| Source | The internal source of the goods. | Confirm this before saving the movement. |
| Destination | The internal receiving point. | Use it to keep handover history clear. |
| Items / Quantities | The goods being moved internally. | Review carefully before final confirmation. |
| Purpose / Notes | Why the movement happened. | Use it for better internal traceability. |
Recommended Workflow
- Create the internal delivery note when the goods are handed over internally.
- Enter the source, destination, and the purpose of the movement.
- Add the relevant items and quantities.
- Review the document before saving or printing if your process uses printed support.
- Use the saved document as the internal movement record.
Best Practice
- Do not mix internal and external movement documents.
- Review quantities carefully before confirmation.
- Use notes to explain unusual internal movements or handovers.