Generate and send a delivery note
«Generate PDF» makes the delivery note from the delivery or return page; choose what it covers, then print, download or send it.
People with the «Deliveries and returns» permission or the «Orders» permission. With only «Deliveries and returns», you reach these pages from the «Going out» and «Coming back» tabs.
Generating it from the order's «⋯» menu needs the «Orders» permission in edit mode.
The driver needs a paper that lists what's in the van, and the client may want a copy to sign. That paper is the . Filmo makes it as a PDF from the delivery or return page whenever you need it, with the data at that moment, so it's never out of date.
Generate the wedding's delivery note
- Open «Generate PDF» On the delivery page, click «Generate PDF». From the order, use «⋯» → «Generate delivery note».
- Choose what it covers In «Delivery note type», choose «All deliveries» or a «Specific delivery».
- Choose what it lists In «Delivery note content», choose «All», «Not prepared», «Prepared only» or «Delivered only».
- Generate it Click «Generate delivery note». The «Preview» opens.
- Print, download or send Click «Print PDF», «Download» or «Send».
If there are unsaved changes, Filmo asks you to save them first. The PDF isn't stored on the order: generate it again whenever you need it.
| Option | Delivery | Return |
|---|---|---|
| Delivery note type | All deliveries, Specific delivery (one or more groups, or a date range), Delivery by section | All returns, Specific return, Return by section |
| Delivery note content | All, Not prepared, Prepared only, Delivered only | All, Pending return, Returned only |
What you can choose in the preview
- «Options» changes the template, the document's language and, if your account has dependent , which one appears as the issuer.
- By default Filmo uses the delivery note template marked as default and the document's default language, not yours.
- «Send» emails it as for any other document: from your if you have one, or through Filmo's email service otherwise, after offering to add the order's related people as recipients. See Send a document.
What «Send» attaches
The email doesn't attach the PDF you see in the preview. Filmo makes a new one with all the order's deliveries, using the default template, in the language chosen in «Options». To send one delivery, a return or another template, click «Download» and attach the PDF to an email yourself.
Good to know
- What you can choose depends on how far the order has got. On a draft there are no groups yet, so the delivery note covers the whole order.
- Until something has gone out, the return doesn't offer the progress options.
- «Returned only» also includes what's been checked in.
- For travel abroad, the button, next to «Generate PDF», prepares the customs list of goods.
Other ways to do it
Download several delivery notes at once
- Open the list In «Orders», click «Going out» or «Coming back».
- Select the rows Click «Bulk actions» and tick the rows.
- Download In «Bulk actions», choose «Download delivery notes».
Filmo makes one PDF per row, with the default template, and downloads them in a ZIP file. The bar shows «Preparing download...», «Creating ZIP file...» and «Download ready». If one row fails, the ZIP comes with the others.
Delivery note template options
Administrators set up delivery note templates in «Settings» → «Document templates» → «Delivery Notes». One of them is the default; in the preview, «Options» lets you pick another. Besides the signatures, a template decides:
- The look: a standard, modern or compact layout, your logo and the fonts.
- The document details: the «Issuer data», the title and language, a free text, the order number, the delivery note date, and whether to show the project, the contact person, custom fields and the rental dates and times.
- What each item shows: its description, the line notes, the SKU, the serial number and serial code, accessories, the contents of each unit, a photo and a checkbox to tick it off. The order's sections can show as separators.
- Whether a line's serial numbers are listed together, and whether the lines are grouped by their return date and time (on a return, by their delivery date and time).
A new template starts with almost everything on. The item photo, grouped serial numbers, grouping by date and time, the project, the contact person and the rental times start off.
Signatures on delivery notes
The template also decides what appears at the bottom of the PDF:
| Template option | What it prints |
|---|---|
| Company signature and stamp | The «Company signature» box, with the signature and stamp saved in the template, or a blank line if there's no image. |
| Client signature | The «Client signature» box, with a blank line and “Client signature and name”, to sign by hand. |
Filmo doesn't collect the client's signature inside the PDF. In Campus accounts, each group can also get a : click «Sign delivery» or «Sign return», and the order's contact scans the QR with the Campus app and confirms. It's done once per group, it doesn't finish the group and it isn't printed on the PDF.
Note: None of these, alone or together, gives the delivery note special legal value. If the client reviews the delivery in your , that review is a separate record, not a signature of the delivery note.
If you see an error
| Message | What to do |
|---|---|
| Cannot generate delivery note without saving changes | Save, then generate it again. |
| No data available to generate delivery note | The type and content you chose leave no lines. Change them. |
| Error generating delivery note | Try again. |