What is a delivery order (DO)?
Is an official document issued by the supplier of goods which orders the release of transportation of cargo to a recipient.
A DO includes the quantity, units and description of goods that the recipient had ordered to be delivered. It also describes which goods that the recipient has ordered has been sent in that particular delivery or not. By default, a DO doesn't need to include product prices, but some supplier company may choose to include them.
For some company, a copy of the delivery note needs to be returned to the supplier with signature of the recipient as a proof of delivery.
Delivery order in TreezSoft
In accounting, after delivery order has been fulfilled or satisfied, it will then be converted into tax invoice where payment from the recipient will be needed. In accounting without the help of softwares, such processes require repetitive effort and is time consuming.
TreezSoft cloud accounting provides a simplified solution for our clients. Instead of issuing 3 similar documents 3 times, you just need to issue them once, which is the DO. When the DO is satisfied, you can easily issue an invoice by selecting 'Transfer from DO' option in our sales invoice section. TreezSoft will then automatically transfer all information from the selected DO to the sales invoice.
Issuing a DO in TreezSoft
When you are ready to deliver your customers' orders you can easily create a Delivery Order by navigating through: Customer > Delivery Order.
Elements in the page is explained below:
i. Enter your criteria and click on the “Retrieve” button to search.
ii. Click “New Delivery Order” to record a new delivery order.
iii. “Print selected record(s)” allows you to print multiple delivery orders. Delivery orders are printed in PDF formats where you can send via email or send to your printer.
iv. Click "Delete selected record(s)” to delete a selected record.
When clicked on new delivery order, a new page will be shown. Follow the steps below to create a new delivery order:
1. Enter your customer’s details in this section. Fields marks with asterisk (*) are required fields.
If your statement is issued under a different currency, you can get the latest rates from Google finance, by clicking the Get rate button.
2. You can Transfer the statement from either S.Q/S.O.
3. Add line to add additional items/services. Use the Red cross to remove an unwanted item/service.
4. Save the record.
5. Click here to Delete or Cancel the document.
6. Click here to show where the document is transferred from.
You can read more on delivery order in TreezSoft by visiting these links:
TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their companyeffeciency at a minimum costs. SMEs can use TreezSoft to keep track their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc.
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