What Delivery Notes are
A Delivery Note (DN) records goods delivered to site against a firmed Purchase Order. Each Delivery Note references a specific PO and tracks which items have arrived and in what quantities.
Viewing Delivery Notes
Open a project and click Delivery Notes in the sidebar under Procurement. The list is grouped by Purchase Order — each PO appears as a parent row showing the supplier, order value, total delivered value, and outstanding value. Expand a PO to see its individual Delivery Notes.
Creating a Delivery Note
- 1
Click Create Delivery Note in the top-right corner.
- 2
Select the Purchase Order this delivery is for. Only firmed POs are available.
- 3
Enter the Supplier Reference — the supplier's Delivery Note number.
- 4
Set the Date Delivered.
- 5
Click Create. You are taken to the Delivery Note detail page.
Marking items as delivered
On the detail page, each item from the PO is listed. You can mark items individually or use the bulk actions:
- Deliver All — marks all items as delivered in full
- Clear All — resets all delivery marks
- Mark as Delivered — finalises the Delivery Note
If the status is Pending and no items have been marked when you click Mark as Delivered, a confirmation dialog warns you that the Delivery Note will be created with no delivered items.
Status workflow
| Status | Meaning |
|---|---|
Pending | Delivery note created but items not yet confirmed |
Partial | Some items marked but not finalised |
Delivered | All items delivered in full |
Partially Delivered | Finalised with some items still outstanding |
Revised | A revision has been created |
Cancelled | Delivery note cancelled |
The status dropdown is disabled when the status is Delivered, Partially Delivered, or Revised.
Next steps
- Goods Return Notes — record returns against delivered items.
- Invoice Checking — verify supplier Invoices against deliveries.
- Purchase Orders — manage the orders that Delivery Notes reference.