You can export the delivery note directly from the details of the Deal, Order or Invoice that you have registered in the CRM.
The delivery note cannot be edited. It is based on the data provided in the business case or order.
To be able to export a delivery note, you must enable this option in Settings.
If you are an administrator, click Settings.
- Choose Add-ons > Export Delivery Notes from Quotes and Deal
- Click the Add button. This enables the option of exporting the delivery notes.
To export a delivery note, go to the Deal or Quote detail and choose Actions> Export> Export Delivery Note for Customer (PDF).