In KanbanBOX, the Documents module allows you to create and visualize outbound delivery notes and/or inbound delivery notes. The supplier can therefore issue delivery notes directly from KanbanBOX.
Add an Outbound delivery notes
This type of documents can be created by clicking: Documents > New documents > Outbound.
Fill the form with data:
Fields Description Document type The default value can be set in Company setting > Default Document type. It's a free text. Document date Delivery date. Document number Usually, the vendor's shipping note number. Tracking number Usually, the shipping tracking number.
Click on Save. Then, a new page will appear and there you can add Kanban cards to the document.
Click on the purple box Set kanban "In transit" and scan the card with the barcode scanner.
The card status will be set to “In transit” and the card will be added to the document. In the table below the purple box, you have a preview of the outbound delivery note.
To declare the cards as In transit and add them into the delivery note, it's necessary that the kanban cards satisfy the following requisites:
- The customer of the kanban cards inside the document has to be the same;
- A card can be inserted only once and on a single document;
- The card needs to be in a status from which it can change to “In transit”, or to be already “In transit” (in this case a confirmation pop-up is shown).
Click on the Close document button on top of the page to see a summary page of the document.
- Then, to close the document, click on the Close the document button. When the document is closed, it's not possible to modify (add or delete rows) or delete it anymore.
If there’s an active link between the supplier and the customer at document closing time the customer will receive an automatically created Inbound Delivery Note.
Print the cards of the document
For any document it's possible to print its entire content with the button highligthed in blue as shown in the image below or just one or more rows, by clicking on the relative icon to the right of the rows in question as highligthed in red.
Delete the cards of the document
For documents in "open" status it is possible to remove one or more rows from the document with the button highlighted in the figure below.