Delivery Note
Overview
Delivery Note – Business Overview
The Delivery Note is a key business document used to record and manage the physical delivery of goods from your organization to a customer. It confirms that items have been picked, dispatched, and handed over for delivery, making it a critical link between sales, inventory, and customer fulfillment in Dafater.
What the Delivery Note Is Used For
In daily business operations, the Delivery Note serves to:
- Confirm that goods have physically left your warehouse or store
- Track what items, quantities, and batches were delivered to a customer
- Update stock levels automatically once goods are dispatched
- Act as a reference document for invoicing, customer confirmation, and audits
- Provide proof of delivery for internal control and customer communication
In simple terms, it represents the moment when ordered goods move out of your control and toward the customer.
Prerequisites and Setup Requirements
Before using the Delivery Note, the following should typically be in place:
- Items and products properly defined, including units of measure
- Warehouses or storage locations set up in Dafater
- Customers created with accurate delivery details
- Stock availability in the relevant warehouse
- (Optional but recommended) A Sales Order approved, to ensure delivery aligns with customer commitments
Having these elements ready ensures smooth and accurate delivery operations.
Typical Workflow and Business Process Fit
The Delivery Note usually fits into the sales and fulfillment process as follows:
Customer order is confirmed
A sales agreement or sales order defines what the customer will receive.Goods are prepared for dispatch
Warehouse staff pick and pack the items based on the order.Delivery Note is created
The Delivery Note records:- Customer details
- Items and quantities delivered
- Warehouse from which goods are issued
- Delivery date and reference documents
Goods are dispatched
Stock levels are reduced, reflecting the physical movement of goods.Customer receives goods
The Delivery Note may be signed or acknowledged as proof of delivery.Invoicing (if applicable)
The Delivery Note is often used as the basis for creating a sales invoice, especially when billing happens after delivery.
Key Business Scenarios Where Delivery Note Is Essential
The Delivery Note is especially important in the following situations:
- Order-based sales where delivery and invoicing happen at different times
- Wholesale or distribution businesses handling high volumes of physical goods
- Partial deliveries, where items are delivered in multiple shipments
- Inventory-controlled environments, where accurate stock tracking is critical
- Customer disputes, as it provides evidence of what was delivered and when
It ensures clarity between what was ordered, what was delivered, and what will be billed.
Important Considerations for Users
When working with the Delivery Note, users should keep the following in mind:
- Accuracy is critical: Delivered quantities should always match what physically leaves the warehouse
- Once submitted, stock is affected: Errors can lead to inventory mismatches
- Partial deliveries should be clearly recorded to avoid over- or under-billing
- Linking to sales orders helps maintain control and traceability
- Timely creation of the Delivery Note ensures real-time visibility of stock and deliveries
- Supporting documents (such as transport details or customer acknowledgments) improve accountability
Business Value Summary
The Delivery Note ensures reliable delivery operations, accurate stock records, and smooth coordination between sales, warehouse, and finance teams. It plays a vital role in maintaining customer trust, operational efficiency, and financial accuracy within Dafater.
Basic Information
- Module: Stock
- Document Type: Document
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| title | Title | Data | - | Custom title for identifying this delivery note | |
| naming_series | Series | Select | ✓ | MAT-DN-.YYYY.-, MAT-DN-RET-.YYYY.- | Defines automatic numbering pattern for delivery notes |
| customer | Customer | Link | ✓ | Customer | Customer receiving the delivered goods |
| tax_id | Tax Id | Data | - | Customer tax identification number for compliance | |
| customer_name | Customer Name | Data | - | Customer name displayed on delivery documents | |
| posting_date | Date | Date | ✓ | - | Official date of goods delivery posting |
| posting_time | Posting Time | Time | ✓ | - | Exact time of delivery note posting |
| setpostingtime | Edit Posting Date and Time | Check | - | Allow manual editing of posting date and time | |
| company | Company | Link | ✓ | Company | Company issuing this delivery note in Dafater |
| amended_from | Amended From | Link | Delivery Note | Reference to original delivery note being amended | |
| is_return | Is Return | Check | - | Indicates whether this delivery note is a return | |
| issuecreditnote | Issue Credit Note | Check | - | Create credit note against returned delivery | |
| return_against | Return Against Delivery Note | Link | Delivery Note | Original delivery note this return is linked to | |
| cost_center | Cost Center | Link | Cost Center | Cost center for tracking delivery-related expenses | |
| project | Project | Link | Project | Project associated with this delivery | |
| currency | Currency | Link | ✓ | Currency | Transaction currency used in this delivery |
| conversion_rate | Exchange Rate | Float | ✓ | - | Exchange rate from transaction to company currency |
| sellingpricelist | Price List | Link | ✓ | Price List | Price list applied for item valuation |
| pricelistcurrency | Price List Currency | Link | ✓ | Currency | Currency of the selected price list |
| plcconversionrate | Price List Exchange Rate | Float | ✓ | - | Exchange rate for price list currency |
| ignorepricingrule | Ignore Pricing Rule | Check | - | Bypass automatic pricing rules for this delivery | |
| scan_barcode | Scan Barcode | Data | Barcode | Scan item barcode to add items quickly | |
| set_warehouse | Set Source Warehouse | Link | Warehouse | Default source warehouse for delivered items | |
| settargetwarehouse | Set Target Warehouse | Link | Warehouse | Default target warehouse for returns or transfers | |
| items | Delivery Note Item | Table | ✓ | Delivery Note Item | List of items included in this delivery |
| total_qty | Total Quantity | Float | - | Total quantity of all delivered items | |
| totalnetweight | Total Net Weight | Float | - | Combined net weight of delivered items | |
| base_total | Total (Company Currency) | Currency | Company:company:default_currency | Total amount in company base currency | |
| basenettotal | Net Total (Company Currency) | Currency | Company:company:default_currency | Net total in company base currency | |
| total | Total | Currency | currency | Total delivery amount in transaction currency | |
| net_total | Net Total | Currency | currency | Net amount before taxes and charges | |
| tax_category | Tax Category | Link | Tax Category | Tax category applicable to this delivery | |
| taxesandcharges | Sales Taxes and Charges Template | Link | Sales Taxes and Charges Template | Template defining applicable sales taxes and charges | |
| shipping_rule | Shipping Rule | Link | Shipping Rule | Shipping rule used to calculate delivery charges | |
| incoterm | Incoterm | Link | Incoterm | International commercial term governing delivery responsibility | |
| named_place | Named Place | Data | - | Specific location defined by the selected Incoterm | |
| taxes | Sales Taxes and Charges | Table | Sales Taxes and Charges | Detailed breakdown of applied taxes and charges | |
| basetotaltaxesandcharges | Total Taxes and Charges (Company Currency) | Currency | Company:company:default_currency | Total taxes in company base currency | |
| totaltaxesand_charges | Total Taxes and Charges | Currency | currency | Total taxes in transaction currency | |
| basegrandtotal | Grand Total (Company Currency) | Currency | Company:company:default_currency | Grand total including taxes in base currency | |
| baseroundingadjustment | Rounding Adjustment (Company Currency) | Currency | Company:company:default_currency | Rounding difference applied in base currency | |
| baseroundedtotal | Rounded Total (Company Currency) | Currency | Company:company:default_currency | Final rounded total in base currency | |
| baseinwords | In Words (Company Currency) | Data | - | Grand total amount written in words, base currency | |
| grand_total | Grand Total | Currency | currency | Final payable amount including taxes | |
| rounding_adjustment | Rounding Adjustment | Currency | currency | Rounding difference applied to grand total | |
| rounded_total | Rounded Total | Currency | currency | Final rounded payable amount | |
| in_words | In Words | Data | - | Grand total amount written in words | |
| disableroundedtotal | Disable Rounded Total | Check | - | Disable automatic rounding of total amount | |
| applydiscounton | Apply Additional Discount On | Select | , Grand Total, Net Total | Basis for applying additional discount | |
| basediscountamount | Additional Discount Amount (Company Currency) | Currency | Company:company:default_currency | Additional discount amount in base currency | |
| additionaldiscountpercentage | Additional Discount Percentage | Float | - | Percentage of additional discount applied | |
| discount_amount | Additional Discount Amount | Currency | currency | Additional discount amount in transaction currency | |
| otherchargescalculation | Taxes and Charges Calculation | Text Editor | - | System-generated explanation of tax and charge calculations | |
| packed_items | Packed Items | Table | Packed Item | Details of items packed within bundles | |
| productbundlehelp | Product Bundle Help | HTML | - | Guidance for managing product bundles in delivery | |
| pricing_rules | Pricing Rule Detail | Table | Pricing Rule Detail | Pricing rules applied to this delivery | |
| customer_address | Billing Address Name | Link | Address | Linked billing address of the customer | |
| address_display | Billing Address | Small Text | - | Formatted billing address shown on documents | |
| contact_person | Contact Person | Link | Contact | Primary customer contact for this delivery | |
| contact_display | Contact | Small Text | - | Formatted contact details for display | |
| contact_mobile | Mobile No | Small Text | Phone | Customer contact mobile number | |
| contact_email | Contact Email | Data | Customer contact email address | ||
| shippingaddressname | Shipping Address | Link | Address | Linked shipping address of the customer | |
| shipping_address | Shipping Address | Small Text | - | Formatted shipping address for delivery | |
| dispatchaddressname | Dispatch Address Name | Link | Address | Address from where goods are dispatched | |
| dispatch_address | Dispatch Address | Small Text | - | Formatted dispatch address details | |
| company_address | Company Address Name | Link | Address | Registered address of the issuing company | |
| companyaddressdisplay | Company Address | Small Text | - | Formatted company address for print | |
| companycontactperson | Company Contact Person | Link | Contact | Company representative contact for this delivery | |
| tc_name | Terms | Link | Terms and Conditions | Terms and conditions template applied | |
| terms | Terms and Conditions Details | Text Editor | - | Detailed terms and conditions text | |
| per_billed | % Amount Billed | Percent | - | Percentage of delivery amount already billed | |
| status | Status | Select | ✓ | , Draft, To Bill, Completed, Return Issued, Can... | Current workflow status of the delivery note |
| per_installed | % Installed | Percent | - | Percentage of delivered items installed | |
| installation_status | Installation Status | Select | - | Overall installation progress status | |
| per_returned | % Returned | Percent | - | Percentage of delivered quantity returned | |
| transporter | Transporter | Link | Supplier | Transport service provider handling delivery | |
| driver | Driver | Link | Driver | Assigned driver for goods transportation | |
| lr_no | Transport Receipt No | Data | - | Transport receipt or lorry receipt number | |
| vehicle_no | Vehicle No | Data | - | Vehicle identification number used for delivery | |
| transporter_name | Transporter Name | Data | - | Name of the transporter company | |
| driver_name | Driver Name | Data | - | Name of the delivery vehicle driver | |
| lr_date | Transport Receipt Date | Date | - | Date of transport receipt issuance | |
| po_no | Customer's Purchase Order No | Small Text | - | Customer purchase order reference number | |
| po_date | Customer's Purchase Order Date | Date | - | Date of customer's purchase order | |
| sales_partner | Sales Partner | Link | Sales Partner | Sales partner associated with this delivery | |
| amounteligiblefor_commission | Amount Eligible for Commission | Currency | - | Delivery amount considered for sales commission | |
| commission_rate | Commission Rate (%) | Float | - | Commission percentage applicable to sales partner | |
| total_commission | Total Commission | Currency | Company:company:default_currency | Total commission amount payable | |
| sales_team | Sales Team | Table | Sales Team | Sales team members linked to this delivery | |
| auto_repeat | Auto Repeat | Link | Auto Repeat | Auto-repeat configuration for recurring deliveries | |
| letter_head | Letter Head | Link | Letter Head | Letterhead used for printed delivery note | |
| printwithoutamount | Print Without Amount | Check | - | Print delivery note without showing amounts | |
| groupsameitems | Group same items | Check | - | Group identical items in print view | |
| selectprintheading | Print Heading | Link | Print Heading | Custom heading displayed on printed document | |
| language | Print Language | Data | - | Language used for printed delivery note | |
| isinternalcustomer | Is Internal Customer | Check | - | Marks delivery as internal company transaction | |
| represents_company | Represents Company | Link | Company | Company represented in inter-company transaction | |
| intercompanyreference | Inter Company Reference | Link | Purchase Receipt | Linked document for inter-company delivery | |
| customer_group | Customer Group | Link | Customer Group | Customer group classification for reporting | |
| territory | Territory | Link | Territory | Sales territory associated with customer | |
| source | Source | Link | Lead Source | Lead source from which customer originated | |
| campaign | Campaign | Link | Campaign | Marketing campaign linked to this delivery | |
| excise_page | Excise Page Number | Data | - | Excise register page reference number | |
| instructions | Instructions | Text | - | Special delivery or handling instructions |
Child Tables
Delivery Note Item (Delivery Note Item)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| barcode | Barcode | Data | - | Barcode used in Dafater for item identification and scanning | |
| hasitemscanned | Has Item Scanned | Check | - | Indicates whether item barcode was scanned during delivery | |
| item_code | Item Code | Link | ✓ | Item | Unique Dafater item identifier linked to item master |
| item_name | Item Name | Data | ✓ | - | Item name displayed on delivery documents |
| customeritemcode | Customer's Item Code | Data | - | Customer-specific item reference code | |
| description | Description | Text Editor | - | Detailed item description for customer and logistics clarity | |
| brand | Brand Name | Link | Brand | Brand associated with the delivered item | |
| item_group | Item Group | Link | Item Group | Item classification group for reporting and controls | |
| image | Image | Attach | - | Attached image of the item | |
| image_view | Image View | Image | image | Preview of attached item image | |
| qty | Quantity | Float | ✓ | - | Quantity delivered to customer |
| stock_uom | Stock UOM | Link | ✓ | UOM | Base stock unit of measure in Dafater |
| uom | UOM | Link | ✓ | UOM | Transaction unit of measure for delivery |
| conversion_factor | UOM Conversion Factor | Float | ✓ | - | Conversion rate between stock UOM and transaction UOM |
| stock_qty | Qty in Stock UOM | Float | - | Delivered quantity expressed in stock UOM | |
| returned_qty | Returned Qty in Stock UOM | Float | - | Quantity returned by customer in stock UOM | |
| pricelistrate | Price List Rate | Currency | currency | Standard selling price from selected price list | |
| basepricelist_rate | Price List Rate (Company Currency) | Currency | Company:company:default_currency | Price list rate converted to company currency | |
| margin_type | Margin Type | Select | , Percentage, Amount | Specifies margin applied as percentage or fixed amount | |
| marginrateor_amount | Margin Rate or Amount | Float | - | Margin value applied to price list rate | |
| ratewithmargin | Rate With Margin | Currency | currency | Selling rate after applying margin | |
| discount_percentage | Discount (%) on Price List Rate with Margin | Float | - | Discount percentage applied after margin | |
| discount_amount | Discount Amount | Currency | currency | Discount value deducted from item rate | |
| distributeddiscountamount | Distributed Discount Amount | Currency | currency | Allocated discount amount from document-level discounts | |
| baseratewith_margin | Rate With Margin (Company Currency) | Currency | Company:company:default_currency | Rate with margin in company currency | |
| rate | Rate | Currency | currency | Final selling rate per unit | |
| amount | Amount | Currency | currency | Total amount for item line | |
| base_rate | Rate (Company Currency) | Currency | Company:company:default_currency | Final rate per unit in company currency | |
| base_amount | Amount (Company Currency) | Currency | Company:company:default_currency | Total item amount in company currency | |
| pricing_rules | Pricing Rules | Small Text | - | Applied Dafater pricing rules affecting this item | |
| stockuomrate | Rate of Stock UOM | Currency | currency | Item rate calculated per stock UOM | |
| isfreeitem | Is Free Item | Check | - | Marks item as free of charge | |
| grant_commission | Grant Commission | Check | - | Determines eligibility for sales commission | |
| net_rate | Net Rate | Currency | currency | Rate after all discounts and adjustments | |
| net_amount | Net Amount | Currency | currency | Net total amount for the item | |
| itemtaxtemplate | Item Tax Template | Link | Item Tax Template | Tax template applied specifically to this item | |
| basenetrate | Net Rate (Company Currency) | Currency | Company:company:default_currency | Net rate in company currency | |
| basenetamount | Net Amount (Company Currency) | Currency | Company:company:default_currency | Net amount in company currency | |
| billed_amt | Billed Amt | Currency | currency | Amount already billed against this delivery item | |
| incoming_rate | Incoming Rate | Currency | Company:company:default_currency | Valuation rate used for stock accounting | |
| weightperunit | Weight Per Unit | Float | - | Weight of a single item unit | |
| total_weight | Total Weight | Float | - | Total shipment weight for this item | |
| weight_uom | Weight UOM | Link | UOM | Unit of measure for item weight | |
| warehouse | Warehouse | Link | Warehouse | Source warehouse from which item is delivered | |
| target_warehouse | Target Warehouse | Link | Warehouse | Destination warehouse for internal transfers | |
| quality_inspection | Quality Inspection | Link | Quality Inspection | Linked quality inspection record for item | |
| allowzerovaluation_rate | Allow Zero Valuation Rate | Check | - | Allows delivery with zero stock valuation rate | |
| againstsalesorder | Against Sales Order | Link | Sales Order | Sales order linked to this delivery item | |
| so_detail | Against Sales Order Item | Data | - | Specific sales order item reference | |
| againstsalesinvoice | Against Sales Invoice | Link | Sales Invoice | Sales invoice linked to this delivery | |
| si_detail | Against Sales Invoice Item | Data | - | Specific sales invoice item reference | |
| dn_detail | Against Delivery Note Item | Data | - | Reference to original delivery note item | |
| againstpicklist | Against Pick List | Link | Pick List | Pick list used to fulfill this delivery | |
| picklistitem | Pick List Item | Data | - | Specific pick list item reference | |
| pickserialand_batch | Pick Serial / Batch No | Button | - | Action to select serial or batch numbers | |
| serialandbatch_bundle | Serial and Batch Bundle | Link | Serial and Batch Bundle | Grouped serial and batch selection reference | |
| useserialbatch_fields | Use Serial No / Batch Fields | Check | - | Enables manual serial and batch entry | |
| serial_no | Serial No | Text | - | Serial numbers delivered for this item | |
| batch_no | Batch No | Link | Batch | Batch number delivered for this item | |
| actual_qty | Qty (Warehouse) | Float | - | Available quantity in selected warehouse | |
| actualbatchqty | Available Batch Qty at From Warehouse | Float | - | Available quantity for selected batch in warehouse | |
| companytotalstock | Qty (Company) | Float | - | Total company-wide available stock quantity | |
| installed_qty | Installed Qty | Float | - | Quantity installed at customer location | |
| packed_qty | Packed Qty | Float | - | Quantity packed for shipment | |
| received_qty | Received Qty | Float | - | Quantity received by customer | |
| expense_account | Expense Account | Link | Account | Account used for expense or cost booking | |
| itemtaxrate | Item Tax Rate | Small Text | - | Applied tax rates for this item | |
| material_request | Material Request | Link | Material Request | Linked material request fulfilled by this delivery | |
| purchase_order | Purchase Order | Link | Purchase Order | Purchase order associated with delivered item | |
| purchaseorderitem | Purchase Order Item | Data | - | Specific purchase order item reference | |
| materialrequestitem | Material Request Item | Data | - | Specific material request item reference | |
| cost_center | Cost Center | Link | Cost Center | Cost center assigned for accounting allocation | |
| project | Project | Link | Project | Project linked to this delivery item | |
| page_break | Page Break | Check | - | Forces page break after this item in print |
Sales Taxes and Charges (Sales Taxes and Charges)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| charge_type | Type | Select | ✓ | , Actual, On Net Total, On Previous Row Amount,... | Defines how tax or charge is calculated in Dafater. |
| row_id | Reference Row # | Data | - | Reference row number for dependent tax calculation in Dafater. | |
| account_head | Account Head | Link | ✓ | Account | Ledger account used for posting this tax in Dafater. |
| description | Description | Small Text | ✓ | - | Business description of the tax or charge applied. |
| includedinprint_rate | Is this Tax included in Basic Rate? | Check | - | Indicates if tax is included in item basic rate. | |
| includedinpaid_amount | Considered In Paid Amount | Check | - | Marks whether tax is considered in paid amount. | |
| cost_center | Cost Center | Link | Cost Center | Cost center to allocate tax or charge expense. | |
| rate | Tax Rate | Float | - | Percentage rate used to calculate the tax. | |
| account_currency | Account Currency | Link | Currency | Currency of the selected tax account in Dafater. | |
| tax_amount | Amount | Currency | currency | Calculated tax amount in transaction currency. | |
| total | Total | Currency | currency | Total amount including this tax or charge. | |
| taxamountafterdiscountamount | Tax Amount After Discount Amount | Currency | currency | Tax amount calculated after applying discounts. | |
| basetaxamount | Amount (Company Currency) | Currency | Company:company:default_currency | Tax amount converted to company currency. | |
| base_total | Total (Company Currency) | Currency | Company:company:default_currency | Total amount converted to company currency. | |
| basetaxamountafterdiscount_amount | Tax Amount After Discount Amount (Company Currency) | Currency | Company:company:default_currency | Discounted tax amount in company currency. | |
| itemwisetax_detail | Item Wise Tax Detail | Code | - | Item-level breakup of applied taxes in Dafater. | |
| dontrecomputetax | Dont Recompute tax | Check | - | Prevents automatic recalculation of this tax. |
Packed Items (Packed Item)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| parent_item | Parent Item | Link | Item | Main bundled product containing this packed item in Dafater | |
| item_code | Item Code | Link | Item | Specific item included within the packed bundle | |
| item_name | Item Name | Data | - | Readable name of the packed item for business clarity | |
| description | Description | Text Editor | - | Detailed description of the packed item for operational reference | |
| warehouse | From Warehouse | Link | Warehouse | Source warehouse from which item stock is issued | |
| target_warehouse | To Warehouse (Optional) | Link | Warehouse | Destination warehouse where item will be stored if transferred | |
| conversion_factor | Conversion Factor | Float | - | Unit conversion ratio between stock and transaction units | |
| qty | Qty | Float | - | Required quantity of item to be packed | |
| rate | Rate | Currency | currency | Valuation or selling rate of the packed item | |
| uom | UOM | Link | UOM | Unit of measure used for the packed quantity | |
| pickserialand_batch | Pick Serial / Batch No | Button | - | Action to select serial or batch numbers | |
| useserialbatch_fields | Use Serial No / Batch Fields | Check | - | Enable manual serial and batch number entry | |
| serialandbatch_bundle | Serial and Batch Bundle | Link | Serial and Batch Bundle | Linked bundle grouping selected serials and batches | |
| deliveredbysupplier | Supplier delivers to Customer | Check | - | Indicates supplier ships item directly to customer | |
| serial_no | Serial No | Text | - | Serial numbers assigned to the packed item | |
| batch_no | Batch No | Link | Batch | Batch number associated with the packed item | |
| actualbatchqty | Actual Batch Quantity | Float | - | Available quantity within the selected batch | |
| actual_qty | Actual Qty | Float | - | Current available stock quantity in warehouse | |
| projected_qty | Projected Qty | Float | - | Expected stock after considering planned transactions | |
| ordered_qty | Ordered Qty | Float | - | Quantity already ordered but not yet received | |
| packed_qty | Packed Qty | Float | - | Quantity already packed for this transaction | |
| incoming_rate | Incoming Rate | Currency | - | Expected purchase rate for incoming stock | |
| picked_qty | Picked Qty | Float | - | Quantity physically picked from warehouse | |
| page_break | Page Break | Check | - | Insert page break when printing Dafater documents | |
| prevdoc_doctype | Prevdoc DocType | Data | - | Source document type linked to this packed item | |
| parentdetaildocname | Parent Detail docname | Data | - | Reference name of the parent document line |
Pricing Rule Detail (Pricing Rule Detail)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| pricing_rule | Pricing Rule | Link | Pricing Rule | Linked Dafater pricing rule applied to this item | |
| item_code | Item Code | Data | - | Item identifier for which Dafater pricing rule applies | |
| margin_type | Margin Type | Data | - | Specifies margin method used in Dafater pricing calculation | |
| rateordiscount | Rate or Discount | Data | - | Defined rate or discount value set by Dafater pricing rule | |
| child_docname | Child Docname | Data | - | Reference child document affected by Dafater pricing rule | |
| rule_applied | Rule Applied | Check | - | Indicates whether Dafater pricing rule was successfully applied |
Sales Team (Sales Team)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| sales_person | Sales Person | Link | ✓ | Sales Person | Linked Dafater sales representative responsible for this transaction |
| contact_no | Contact No. | Data | - | Primary contact number of sales person in Dafater | |
| allocated_percentage | Contribution (%) | Float | - | Percentage contribution of sales person to document total | |
| allocated_amount | Contribution to Net Total | Currency | Company:company:default_currency | Monetary contribution of sales person to net total | |
| commission_rate | Commission Rate | Data | - | Applicable commission rate for sales person as per Dafater | |
| incentives | Incentives | Currency | Company:company:default_currency | Incentive amount payable to sales person through Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Delivery User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Accounts User | ✓ | |||||
| Sales User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Delivery Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Stock User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Stock Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Packing Slip | Linked from | Stock |
| Purchase Receipt | Linked from | Stock |
| Stock Entry | Linked from | Stock |
| Address | Links to | Contacts |
| Auto Repeat | Links to | Automation |
| Campaign | Links to | CRM |
| Company | Links to | Setup |
| Contact | Links to | Contacts |
| Cost Center | Links to | Accounts |
| Currency | Links to | Geo |
| Customer | Links to | Selling |
| Customer Group | Links to | Setup |
| Delivery Note | Links to | Stock |
| Driver | Links to | Setup |
| Incoterm | Links to | Setup |
| Lead Source | Links to | CRM |
| Letter Head | Links to | Printing |
| Price List | Links to | Stock |
| Print Heading | Links to | Setup |
| Project | Links to | Projects |
| Purchase Receipt | Links to | Stock |
| Sales Partner | Links to | Setup |
| Sales Taxes and Charges Template | Links to | Accounts |
| Shipping Rule | Links to | Accounts |
| Supplier | Links to | Buying |
| Tax Category | Links to | Accounts |
| Terms and Conditions | Links to | Setup |
| Territory | Links to | Setup |
| Warehouse | Links to | Stock |