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Overview: As a restaurant manager, you need to generate a delivery note without an order for unexpected purchases. This guide takes you through the process.
Start from: The Easilys menu.
A delivery note not attached to an order can be generated manually from the RECEPTIONS screen.
This feature allows you to put products ordered before obtaining Easilys into stock, or if the order has not been managed from the application.
Once you've generated a delivery note without an order, and added the products to it, the receipt is handled in the same way as a normal receipt.
- Select the Supplier orders > Receptions tabs.
- Select Create a reception in the top right-hand corner of the screen.
The “Create a reception with no order” window appears on the screen.
- Select the supplier concerned by the reception.
- Select Create.
The blank delivery note is generated on the current date.
- Select the delivery note.
- Delivery note details are viewed on the right-hand side of the screen. It contains no supplier products, so the list is empty.
Select Information (1) to change the delivery date: select the date in the “Delivered on” line to change it.
- In the “Supplier product” tab, select “+” (2) to add a product to the delivery note.
- Easilys then views the list of products available from the supplier: select the desired product, indicate the quantity received, and proceed in this way to add each product to the reception.
- As with a conventional reception, you can check the price received and modify it if necessary.
- When you want to put the list of products on the delivery note into stock, select Validate (3).
- The “Validate the reception” window appears on the screen. You can change the delivery date if it doesn't match the right one, and you must indicate the delivery note number.
(If you don't have a BL number, enter “000”).
Note: it is not possible to validate a delivery note in the future.
- Confirm by selecting Validate.
Your reception is now “Completed” and no longer appears in the list of “In progress” receptions. The products are now in stock.