Overview
Tile Delivery Note is a customer delivery document designed for tile and similar inventory businesses. It records who the goods are delivered to, where the goods are issued from, what items are delivered, and the tile-specific quantities needed for warehouse and delivery follow-up.
Important: This guide applies only when the Tile Delivery Note module is enabled for the company. If the menu is not visible, the feature may not be licensed, enabled, or allowed for the current user.
Where To Find It
Typical path: Customers > Create Tile Delivery Note.
Access depends on company module setup and the user's security group. Security groups can allow or restrict this document separately from ordinary customer invoices and delivery notes.
Main Fields
| Field / Area | What It Means | How Users Should Use It |
|---|---|---|
| Number | The delivery note number. | Use the next QBM number unless the company controls document numbers manually. |
| Date | The delivery date. | Use the actual date the delivery is issued or prepared. |
| Customer | The customer receiving the goods. | Select the correct customer before adding items so addresses and customer defaults can load correctly. |
| Store / Location | The issuing store, warehouse, or location. | Confirm this before saving because it affects stock and delivery follow-up. |
| Billing and Shipping Address | Address details printed or stored with the delivery note. | Review the delivery address carefully before printing or sending the document. |
| Ship Via | The shipper or delivery method. | Use this when the delivery is handled by a specific transporter or shipping method. |
| Reference | Internal or customer reference. | Enter project, customer reference, or any tracking value the support team needs later. |
| PO Number | The customer's purchase order number. | Enter the customer's PO when required for receiving or invoice matching. |
| Truck Number | The vehicle or truck reference. | Use it for dispatch and delivery traceability. |
| Package / Pallet | Package or pallet reference for the delivery line. | Use it when the warehouse needs pallet-level delivery information. |
| Container | Container reference where container tracking is used. | Select the relevant container when the item is linked to container movement. |
| Item | The product being delivered. | Select the correct item code/name and confirm description before entering quantity. |
| Quantity | The delivered quantity in the selected unit. | Enter the quantity the customer will receive. |
| Unit and Qty/UOM | The unit of measure and quantity per unit of measure. | Use this when tile quantities must be shown in a business unit such as cartons or pieces. |
| CTN and PCS | Cartons and pieces. | Use these fields to make warehouse picking and customer delivery clearer. |
| Total Weight | Calculated or recorded total weight. | Use it for logistics, delivery planning, and transport review. |
Recommended Workflow
- Open Tile Delivery Note from the Customers menu.
- Select the customer and confirm the delivery date.
- Choose the correct store or location.
- Review billing and shipping address information.
- Add items and enter quantity, unit, CTN, PCS, pallet/package, and container details where required.
- Enter reference, customer PO number, truck number, and delivery method if needed.
- Review the Reduce Stock and Print After Saving options before saving.
- Save and print or send the delivery note according to company procedure.
Important Controls
| Control | Purpose | What To Check |
|---|---|---|
| From Invoice | Creates or loads delivery details from an invoice when available. | Use it only when the delivery is based on an existing invoice. |
| Reduce Stock | Controls whether saving the delivery note reduces inventory. | Leave enabled when the delivery should issue stock. Disable only when the company process requires a non-stock delivery document. |
| Print After Saving | Prints the document after it is saved. | Use it for counter or warehouse workflows where the printed copy is needed immediately. |
| Status | Identifies the document's delivery status where used. | Confirm status before closing the transaction if the company reviews open deliveries. |
Best Practice
- Confirm the store/location before entering the lines.
- Use CTN and PCS consistently so warehouse and customer copies match.
- Use truck number and PO number when delivery disputes or customer receiving checks are common.
- Do not disable Reduce Stock unless the business process clearly requires it.
- Review delivery notes before invoicing or closing customer delivery follow-up.