Purchase orders, delivery notes and picking lists
The products and quantities you entered on a transaction can go straight onto a document. Nothing needs retyping into a spreadsheet.
| Transaction type | What you can create |
|---|---|
| Inbound | Purchase order |
| Outbound | Delivery note / picking list |
| Move, stocktaking | Nothing |
Creating one
- Open the transaction on the “Transaction” tab.
- From the “⋮” menu, choose Create purchase order (or, on an outbound, delivery note or picking list).
- Check and complete the settings, then press “Create.”
- The PDF downloads.
A transaction with no products can’t produce a document (“There are no products to include in the document”).
Purchase order and delivery note settings
Recipient and issuer
| Section | Default value |
|---|---|
| Recipient (client name, postal code, address, building) | Taken from the client on the transaction |
| Issuer (company name, postal code, address, phone) | Whatever you entered last time |
Fill in the issuer once. It’s saved on the device and filled in automatically from then on. Register addresses on your clients and the recipient fills itself too. Both can be edited here.
Formatting
| Setting | What it does |
|---|---|
| Issue date | The date printed on the document. Defaults to the transaction date. |
| Tax type | Tax included (adds consumption tax to the subtotal) / Tax excluded (doesn’t add it) / None (omits the amount columns entirely) |
| Tax rate | Used when the tax type is “tax included.” Defaults to 10%. |
| Honorific | Appended after the recipient’s name. |
| Transaction fields | Which transaction fields to print. Only fields with a value are printed. |
| Product fields | Which of location, lot and expiry to print on each line. |
| Remarks | A free-text area printed at the bottom. |
Tax type, tax rate, honorific and the printable fields are saved per transaction type and become the defaults next time. The issue date and remarks are entered each time.
Worth knowing
- Lines are combined automatically. Rows sharing the same product name, SKU, unit, unit price and selected product fields become one line, with quantities added together. To print each lot separately, include “Lot” in the product fields.
- Consumption tax is rounded down.
- If the transaction has a Number, it’s printed alongside the issue date.
- When the costing method is “no costing,” amount columns (unit price, amount, subtotal, tax, total) aren’t printed and the tax settings don’t appear.
Picking lists
A list for collecting products in the warehouse. Available on outbound.
You can set the issue date, transaction fields, product fields and remarks. No amounts are included.
If you use locations, include “Location” in the product fields — the list then tells the floor exactly which shelf to pick from.