If you sell physical products, you probably need to … deliver them. Enter “Delivery Notes” a great way to include Delivery note slips, emails and whatever else you need to indicate that your products have been delivered … with notes.
So, first things first, the Prefix. Choose what you need to indicate a prefix, our default is “DN-“
Next Delivery Note Number: this is where you type what number you want the deliver note number to start. If you are an existing business and you found Intellent CRM extremely helpful and decided to migrate from i.e Hubspot (hey, thanks!) then if you had a number of delivery notes sent, take the last one and add the next number in line, i.e if you sent 50 delivery notes, start with 51.
Delete Delivery Note Only On Last Invoice: This is more of a security element, where you or someone on your staff can delete a delivery note ONLY on the last invoice you sent to this particular client, not before. We advise you to keep it as Yes.
Decrement delivery note number on delete: This is when you delete a delivery note, and the last number gets lowered – i.e. you sent delivery note nr. 51, but then you deleted it because of a mistake so the next one you will be sent will again be 51 – it went down to 50 and waited until you sent another delivery note and will mark it as 51. Our advice is to choose Yes as well.
I think the rest are self-explanatory, but obviously, if you do not understand or you are unclear on something (which means you do not understand ) please email support or the AI agent.
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