Sales Delivery Note

CATEGORIES AND DESCRIPTIONS

1.Consignment Goods:It is the system in which the goods are sent to the customer and invoiced when the sale is made.
(An invoice is not issued before it is sold, the stock remains with the customer)

2.Pre-Sale:Used for products that have not yet been delivered but have been sold.
(Order received → will be shipped in the future)

3.Retail Sales Return:It is used for products taken back from the customer after retail sales.
(Stock is entered back)

4.Retail Sales:These are fast sales transactions made to the end user.
(Usually proceeds with the receipt/invoice)

5.Wholesale Return: It is the situation where wholesale products are taken back from the customer.
(Large quantity return transactions)

6.Wholesale:These are bulk sales transactions made to dealers or companies.
(Usually proceeds with the order → delivery note → invoice process)

SALES DISPATCH SCREEN

This screen is the area where the official document is created, allowing the sold products to be shipped to the customer. The delivery note shows that the products have been physically delivered and is used in the pre-invoice process. Stock issue occurs on this screen and the logistics process is started.

Header Information Fields:

1.Transaction Number:It is the unique transaction number given by the system.

2.Customer: The customer to whom the products will be sent is selected.

3.Currency Type: The currency of the transaction.

4.Document Number:It is the delivery note number.

5.Warehouse: The warehouse where the products will be delivered is selected.

6.Exchange Rate: Exchange rate information used in foreign currency transactions.

7.Document Date:The date the delivery note was created.

8. Transaction Branch: Branch information where the transaction was made.

Tab Structure:

• Delivery Note: This is the main tab where the products are added.
• Delivery Note Details: Description, special code and additional information are entered.
• e-Transformation: This is the area used for e-delivery note processes.
• Collection:Payment/collection information related to the delivery note is entered.
• Delivery Note Current: Contains customer address and contact information.
• Vehicle Information: Information about the vehicle by which the shipment will be made is entered.

Product / Line Entry Field:

• (Add Button): Adds a new product line.
• Row:Row order.
• Stock Code: Product code is selected.
• Stock Name: The product name appears automatically.
• I. Quantity: Amount of product shipped.
• I. Unit: Unit of measurement.
• I. Unit Price:Product price (may be for informational purposes).
• VAT: Tax rate.
• Discount: Line discount.
• Amount: Excludes VAT.
• VAT Amount: Tax amount.
• Line Amount: Total line amount.

Discount Area:

9.General Discount: Discount to be applied to the entire delivery note.

10th Percentage / Amount: Discount type selection.

11.Isk. Apply: Applies the discount to the lines.

Total Information:

12.Total: Total amount excluding VAT.

13.SCT Total:SCT amount.

14.Discount Total: Total discount.

15.VAT Total: Total VAT.

16.G. Isk. Total:General discount total.

17.Withholding Total: Withholding tax deduction.

18.Subtotal: Amount before discount.

19.General Tax Total: The total of all taxes.

20.Withholding Amount: Withholding amount.

21. Total Foreign Currency: Total based on foreign currency.

22.Grand Total: Final amount.

Bottom Buttons (Additional Operations Menu):

• Show Order:
  Allows to view the order records linked to the delivery note.
  In this way, it is tracked which order the shipped products came from and the order → delivery note connection is checked.
• Additional Notes:
  Allows entry of additional explanations and notes regarding the delivery note.
  This field is used to record operational information, delivery note or user-specific explanations.

DELIVERY DETAILS TAB

General Information:

1st Delivery Note Group: The group that the delivery note is included in is selected. (Used for reporting and classification)

2nd Personnel: The personnel responsible for the operation is selected.

3.Explanation: Explanation or notes regarding the delivery note are entered.

4.Shipment Address: The address to which the products will be delivered is selected.

5.Price List: The price list to be used in the transaction is determined.

6.Project: The project information to which the delivery note is linked is entered.

7.Invoice Number:The invoice number attached to the delivery note (if any) can be entered.

8.Order Number:The order number attached to the delivery note is entered or used as a reference.

Delivery Note Type Information:

9.Invoice Type:Indicates the type of delivery note in the system. (It comes automatically according to the selected category)

Date Information:

10.Delivery Note Date:The date the document was created.

11.Maturity Date: The deadline for payment.

Delivery Note Withholding Information:

12.Withholding: The type of withholding to be applied to the transaction is selected.

Special Code Information:

13.Special Codes: Used for classification.

E-TRANSFORMATION TAB

This tab is the area where settings are made regarding the creation and sending of the delivery note electronically (e-Delivery Note). Within the scope of Revenue Administration (GİB) integration, electronic preparation of the document, scenario selection and submission method are managed from this section.

General Information

1.Document Type: Indicates the type of electronic document to be created.
(Ex: E-Delivery Note)

Scenario 2: The sending scenario of the e-document is selected.
(Basic / Commercial scenario, etc.)

Type 3: Subcategory selection is made according to the transaction type of the document.

4.Sending Method: Determines how the document will be delivered.
(Ex: E-Mail, sending via integrator, etc.)

5.XSLT Design: The visual design template of the document is selected.
(Determines the appearance of the PDF output)

COLLECTION TAB

This tab is the area where collection transactions based on the sales delivery note are entered and tracked. Payments received from the customer, check/note information or other collection types are recorded here. In this way, the sales and payment process are linked.

Collection List Field:

• (Add Button): Used to add a new collection record.
• Sequence Number: The sequence number of the collection records.
• Document Name: Indicates the collection type. (Ex: Cash Collection, Check, Promissory Note, etc.)
• Document Number:This is the document number of the collection.
• Code: Code information for the collection transaction.
• Name: Description or name information of the collection.
• Date:Indicates the date the collection was made.
• Withdrawal Type: Specifies the payment type. (Cash, bank, check, etc.)
• Withdrawal Installment: If the payment is in installments, installment information is entered.

Intended Use:

• Keeping sales-related payment records
• Following up customer collections
• Associating cash and bank transactions
• Recording transactions such as checks/promissory notes

Delivery Note CURRENT TAB

This tab is the area where customer (current) information of the sales delivery note is displayed and edited when necessary. All contact and address information necessary to send the delivery note to the right person and to the right address is included here. This information is also used in delivery note printouts.

Current General Information:

1.Client Name:The name of the customer or company to which the delivery note belongs.

2.E-Mail:Customer's e-mail address.

3rd Phone: Customer's contact number.

4.V. Number (Tax Number): The customer's tax number or TR ID number.

5.Zip Code: The postal code of the address.

6.V. Office (Tax Office):The tax office to which the customer is affiliated.

7.C. Contact: Relevant person (authorized person) within the company.

Current Address Information:

8.Address 1: Main address information.

9.Address 2: Additional address information.

10th Province: The city where the customer is located.

11th District: The district where the customer is located.

12.Receive from Client: Automatically transfers the information recorded on the client card to this field.

VEHICLE INFORMATION TAB

This tab is used to determine which vehicle and driver will make the shipment subject to the sales delivery note. This information, which may be mandatory especially in e-delivery note processes, is of great importance in terms of tracking the transportation process and official records.

Transportation Information:

1.Transportation Type:Indicates how the shipment will be made (Ex: Vehicle, cargo, logistics company, etc.)

2nd Date: The date of shipment.

3rd Time: The time of shipment.

4.Vehicle: The vehicle information that will carry out the transportation is entered or selected.

5.Driver Name:The name and surname of the person driving the vehicle.

6.ID Number:Driver's T.R. identification number.

7.Phone: Driver's contact number.

DELIVERY SHIPPING TYPES – GENERAL LOGIC

Delivery note screens are the same in general structure. Header fields, line entries, tabs, and total calculation fields work in common across all delivery note types.

The different part is that the system automatically changes the document type and operating logic according to the selected delivery note type.

General Usage Logic:

1.When the delivery note type is selected, “Delivery Note Type Information (Invoice Type)” field is automatically filled

2.According to the selected type:

• Direction of stock movement (issue / return)
• Transaction scenario (retail, wholesale, consignment, etc.)
• Process flow (order → delivery note → invoice)

Automatically determined by the system

3.The user does not make any manual changes on the screen, he just needs to select the correct delivery note type

Sample Delivery Note Types:

• Consignment Goods Delivery Note: The goods are sent to the customer, but an invoice is not issued before the sale is made
• Pre-Sales Delivery Note: Used for sales that have been ordered but are still in the delivery process
• Retail Sales Delivery Note: Used in fast sales transactions to the end user
• Retail Sales (Return) Delivery Note: Used in case of product return after retail sales
• Wholesale Delivery Note: Used in bulk sales to dealers or companies
• Wholesale (Return) Delivery Note: Used in case of returning wholesale sales

Important Note:
The screen remains the same for all delivery note types, only the processing logic running in the background changes

Therefore, choosing the right delivery note type is critical for correct stock and accounting records