💡 With this feature, you can create a purchase order for contacts who are not supplied by you directly, but by another customer or contact (e.g., a beverage wholesaler). With such a delivery order, you can place and have the order signed on-site at the contact’s location. Afterwards, you send the purchase order from Douano to the customer who will actually deliver.
⇢ Go to Relation management - Delivery orders and click the green plus button.
Create Delivery Order
General data
Contact: select the contact for whom you are creating this delivery order.
Delivered by: if a fixed supplier has been defined in the contact’s profile, Douano automatically fills in this field.
💡 Want to indicate in the contact’s profile who supplies this contact? Follow this 👉 guide.
Date: automatically set to today’s date (can be adjusted).
Requested delivery date: the date on which the customer wants the goods delivered (optional).
Account manager: the account manager creating this delivery order. Automatically filled with the representative assigned to the contact but can be changed if needed.
Reference: your own reference for the delivery order (or the contact’s reference). This will appear on the delivery order document.
Ordered Products
Product: select the product. The product must be active and marked as 'can be sold' to appear in this list.
Description: optional field for extra details about the product.
Quantity: the amount, expressed in the product’s unit.
Remarks
Remark: optional field for a note to be shown on the delivery order.
Follow-up of delivery orders
Draft
💡 After creation, the delivery order is located under the 'Draft' tab.
Edit: as long as the order is still in draft, you can edit it.
Confirm: before the delivery order can be signed and sent, it must be confirmed.
Approved
💡 Once confirmed, the delivery order appears under the 'Approved' tab.
Sign: via the orange document icon, the contact to be supplied can optionally sign the document for confirmation.
Send: via the orange send icon, you can send the delivery order to the contact who will deliver.
💡 The delivery order will be sent:
to the contact executing the delivery,
with the contact being supplied in CC,
on behalf of the representative who created the delivery order.
💡 The delivery order can only be sent after setting up the email template. For more info, see this 👉 guide.