Business management feature
Document the goods you dispatch to a customer from a store — what was shipped, from where, by whom.
Quantities only, no money.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Delivery Notes feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
A delivery note is a document — a header and a line-items table — but a deliberately light one: no prices, no totals footer, no status, no approval flow. Header — you pick the Customer (required), the dispatching Store (required) and the delivery date, optionally the Employee who dispatched the goods, the Sales Order being fulfilled, the…
See the fields and stepsEach line is simply what and how much: 1. Pick a Product (required) — the unit of measure dropdown narrows to the product's base unit. 2. Enter the quantity; an optional free-text name overrides the description.
See the fields and stepsIn the product
The detailed guide shows the screens and records behind delivery notes, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
Document the goods you dispatch to a customer from a store — what was shipped, from where, by whom. Quantities only, no money.
It connects with Logistics, Retail, Wholesale, goods issue, how printing works, Companies.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
