The delivery note is the printout that accompanies a delivery. It documents which goods are shipped on a specific order and is typically used as a packing and delivery voucher that is placed in the shipment or sent to the customer along with the goods.
The printout covers one specific shipment (delivery) on an order. It does not show prices and payment like an invoice, but focuses on the delivery itself.
At the top, the sender's company information is shown — logo, organization name and CVR/VAT number — as well as the customer's and delivery's information: name, organization, address, postal code and city, country, email, phone, any separate delivery address and contact person.
Then the shipment's header is shown with number/identification, date, which employee created it, and the organizational unit.
The line items themselves show the products being shipped, with description and quantity. Depending on the setup, the lines may also show serial numbers/serialized item numbers, location as well as prices and totals.
The delivery note has no user-selectable parameters. So you do not have to fill in anything before it is generated — the information is pulled automatically based on the shipment you print from.
The appearance and content itself — for example whether a logo is shown, whether prices are hidden, whether VAT is shown on the lines, whether the promised delivery date and discount in percent are shown, whether the footer/bank details are hidden and so on — is controlled by the report setup and not by a choice at print time. If you want a different display, you adjust it in the setup of the delivery note.
There is also a lighter variant of the delivery note with a simpler layout. Which variant is used likewise depends on the setup.
The delivery note is started in Financial directly from the shipment it belongs to. Find the shipment on the order and use the print button. The printout is generated automatically for that specific selected shipment.
The result is shown as a PDF, which you can save, print or send with the delivery.
The dispatch note also has a long range of settings that control its appearance and behaviour but are not shown in the print dialog. They can be turned on/off or adjusted by support per company. If you want the dispatch note customized, contact support and refer to the relevant setting below. The technical name of each setting is shown in parentheses.
VAT
Show or hide VAT per line (showvatonlines)
Hide the VAT base amount (hidebasevatamount)
Logo(s)
Show or hide the top logo and choose which logo is used (showLogo, logoName)
Show or hide a left logo (typically an award logo) and a right logo (typically an industry logo) (showLogo1, logo1Name, showLogo2, logo2Name)
Adjust placement and margins (top/bottom/left/right) for each logo (leftPaddingOnLogo, topPaddingOnLogo, rightPaddingOnLogo, etc.)
Hide the line under the logo (hideLineNearLogo)
Texts and headings
Name the printout instead of "Dispatch note" (dispatchtext)
Fixed bottom text on the dispatch note (dispatchbottomtext)
Hide the headings CUSTOMER, DELIVERY ADDRESS and REGARDING (hideHeadings)
Text instead of "Handled by" (employeetext)
Footer
Hide the entire footer (hideFooter)
Hide bank details in the footer (hidefooterbankinfo)
Hide the barcode (hideBarcode)
Item lines
Show or hide the item number and set the font size for item numbers (showitemidentifier, stockNoFontSize)
Hide prices on item lines, or hide quantity/price when the item number starts with TXT (hidePricesOnLines, hideInfoforTXTno)
Hide price totals (hideTotalPrices)
Show discount as a percentage or hide the "Before discount" column (showDiscountInPct, hideBeforeDiscount)
Hide the location (hideLocation)
Emphasize (bold) item text for specific item numbers (boldDisplayName)
Hide item-line notes (hideitemsnotes)
Use the item number from the first line in fixed-price groups (usefirstproductidentifierforfixedpricegroups)
Serial-number items
Customize labels for serial number and serial-item number (serialnumbertext, instancenumbertext)
Hide top information about serial items (hideTopInstanceInfo)
Show "Regarding [serial-item no.]" in the subject field (showInstanceIdentifierInSubject)
Subject and customer details
Show the promised delivery date in the subject line (showPromissedDeliveryDate)
Hide the customer's email (hideCustomerEmail)
Hide the delivery address (hideDeliveryAdress)
Show contact person (showContactPerson)
Other
Hide field info from the serial item and hide custom field info (hidecustomfields, hidecustomfields2)
Show retention-of-title text, "We reserve the right of ownership" (showPropertyRightText)
Want to know more?
Read more in these related articles:
Shipments
Learn to create, edit and ship shipments in Sapera. The article covers the list view, the document editor, all fields and columns, the state flow from Draft to Shipped, as well as actions such as Ship, Cancel, View voucher and Post - try again.
Delivery note light (shipment)
Simplified delivery note for a shipment
