DELIVERY MANAGEMENT WITH ARTIFICIAL INTELLIGENCE

Delivery notes: Efficient management for your company

Discover how to optimize delivery note management in your business. Tips, tools and benefits for efficient administration.

Ask for a demo
Efficient management of delivery notes in your company

What is a delivery note, and what is it for?

A delivery note is a commercial document that details the goods delivered or received during a transaction. It serves as proof of delivery of goods between a supplier and a customer, providing detailed information on products, quantities,
delivery conditions and any relevant observations

Automate your delivery notes 

Main functions of the delivery note

Delivery confirmation

The delivery note acts as evidence that the goods have been delivered to the recipient specified in the transaction. This confirmation is essential to resolve potential disputes regarding the delivery and condition of the products.

Merchandise Verification

It allows the recipient to verify the accuracy of the delivered products against the order details. This helps ensure that all the correct items have been received and in the proper quantities.

Basis for Billing

The delivery note provides the basis for issuing invoices. The packing slip details are used to generate accurate invoices that reflect the goods delivered and services provided.

Inventory Control

It makes it easier to track products in a company's inventory. By recording deliveries of goods, delivery notes help keep accurate records of inventory levels and effectively manage the flow of products.

Ask for a demo

Types of delivery notes

Delivery notes may vary depending on the nature of the transaction and the details you wish to include. Below are some of the most common types of delivery notes used in commercial operations:

Delivery Note
This type of delivery note is issued when goods are delivered to a customer. It contains detailed information about the delivered products, including quantities, descriptions and delivery conditions.
Reception Note
Purchase invoices are crucial documents in the process of acquiring goods or services by a company. These invoices are issued by suppliers and received by the buyer as evidence of the commercial transaction.
Return Note
When merchandise is returned to a supplier or a delivery is rejected, a return slip is issued. This document records the products returned and the reasons for the return.
Transfer Note
This type of delivery note is used to record the transfer of goods between different locations within a company. It is useful for inventory control and logistics management.
Service Delivery Note
When services are provided instead of delivering physical products, a service delivery note is issued. This document details the services provided, the rates applied and any other relevant information.
Export Note
When goods are exported to other countries, an export note is issued. This document contains details about the exported products, shipping destinations and necessary customs documentation.

Delivery note issuance and registration process

6 steps to issue a delivery note

Issuing a packing slip may seem like a complex process, but with the right steps, you can do it easily and efficiently. Below, we present a step by step to issue a delivery note.

1️⃣

Prepare Documents

Gather all relevant information about the delivery, including the products to be delivered, quantities delivery conditions and any special instructions from the customer

2️⃣

Generate the Delivery Note

Use a standard delivery note format or your company's warehouse management system to generate the document. Be sure to include all relevant delivery details

3️⃣

Verify the Merchandise

Before delivery, verify the products to be included in the delivery note match the order details. This helps avoid errors and discrepancies in delivery
‍

4️⃣

Deliver the Goods

Once the goods are ready, proceed with delivery to the specified customer or recipient. Be sure to obtain a signature or acceptance on the packing slip as confirmation of delivery.

5️⃣

Register the Delivery Note

After delivery, register the delivery note in the company's management system. This ensures that information is available for further tracking and analysis.
‍

6️⃣

Archive of the Delivery Note

At the end of the process, archive the delivery note securely for future reference. This is important to maintain a historical record of transactions and meet auditing requirements.

Icon - Elements Webflow Library - BRIX Templates
Icon - Elements Webflow Library - BRIX Templates

Tools to automate the issuance and registration of delivery notes

Automating the issuance and registration of delivery notes is essential to improve efficiency and accuracy in a company's inventory management and logistics. Below are some popular tools that can help in this process:

Warehouse Management Software
Warehouse management software allows you to create and manage delivery notes digitally. These solutions integrate functions for the automatic generation of delivery notes, real-time inventory tracking and delivery registration, which facilitates the management of logistics operations.
ERP Systems (Enterprise Resource Planning)
ERP systems offer specific modules for warehouse management and logistics. These platforms centralize information on commercial transactions, facilitating the issuance and registration of delivery notes in an automated manner and their integration with other business processes.
Automatic Scanning Systems
Automated scanning systems use barcode or RFID (Radio Frequency Identification) technology to automatically record delivered products on a delivery note. This reduces the need for manual data entry and minimizes errors in the registration process.
Document Management Solutions
Document management solutions offer functions to digitize, organize, and archive delivery notes efficiently. These tools provide quick access to necessary information and facilitate compliance with archiving and auditing requirements.

Frequently asked questions
on automated invoice management

Can I add information manually?

Of course, you can add information by correcting the extracted fields. To learn how to do this, please refer to the user guide on YouTube.

Can I import or export documents and in what format can I export them?

Yes, you can export documents in .csv, xslx and json formats.

What information can I export?

You can export the general information of the processed documents, a graph of the optimized time, the data related to the economic savings by using our software and the classification of the types of processed documents.

Can I delete an erroneous document?

Of course, you can delete any documents that you have not yet processed and that are incorrect.

What do I do if a document tells me 'Error'?

If a document gives you an error, it will not be counted among the processed documents. You will have to try to upload it manually. As a last option, you can open a support ticket.

What types of documents can I process?

Any file in JPG, TIFF, PNG or PDF format will be valid for our artificial intelligence.

Europe's leading SaaS platform for automating invoice and supplier delivery note management

Accounts Payable
Contact Us

© 2025 Dost All rights reserved.

Cookies Policy
Privacy Policy
Legal Notice
backtotop