Creating Delivery Invoices

To create a Delivery Invoice, the ‘Order Confirmation‘  must be confirmed by the buyer, or be ‘Forced approved‘.

From the header, click on ①’Transactions‘ followed by ② ‘Order Management‘.

You will be redirected to the following screen.

Click on the relevant products ①’Details‘ button.

You will be redirected to the following screen.

In the case that the order hasn’t been approved yet, click on ①’Force approval of the OC‘ followed by ‘APPROVE‘.

After approving, click on ①’Prepare delivery data‘.

Click on ①’Transactions‘ followed by ② ‘Delivery Management‘.

You will be redirected to the following screen.

① Using the filter find the orders you wish to create Delivery Invoices for.

You will be redirected to the following screen.

① Select the Buyer.

② Set the Data Source Type to【Undelivered SKU】

③ From the undelivered SKUs, check the items you wish to deliver and enter the quantity.

④ If you wish to adjust the price of any SKU, check “Set Custom Price & Tax”

⑤ If you wish to remove or change the tax applied to this SKU, check “Set Custom Price & Tax”

⑥ Custom items can be added here.

⑦  Select or enter a delivery address.

⑧Here you can select any return delivery notes applicable to this Buyer to attach to the Delivery invoice.

⑨Edit the Delivery Invoice No. if you wish to.

⑩ Select a Delivery Date

⑪ This a free text area for you to enter a Description. The information will be put on the last page of the Delivery invoice. (There is no character limit)

⑫ This Note section is to add a internal note for your company regarding this delivery invoice.

⑬ Enable this if you want this Delivery Invoice to not be able to used as the base for a Billing invoice.

⑭ If needed, add a Shipping Fee.

⑮ If needed, add an Other Fee.

⑯ Once done, click ‘Create‘.

Click on ①’Transactions‘ followed by ② ‘Delivery Management‘.

You will be redirected to the following screen.

① Using the filter find the orders you wish to create Delivery Invoices for.

You will be redirected to the following screen.

① Select the Buyer.

② Set the Data Source Type to【Original (Without Data Source)】

③ Set the currency.

④ Set the Transaction Terms.

⑤ Set the deposit settings.

⑥ Click here to add an item to this Invoice.

⑦ Adjust the amount here.

⑧ If you wish to adjust the price of any SKU, check “Set Custom Price & Tax”

⑨ If you wish to remove or change the tax applied to this SKU, check “Set Custom Price & Tax”

⑩ Custom items can be added here.

⑪ Here you can select any return delivery notes applicable to this Buyer to attach to the Delivery invoice.

⑫ Select or enter a delivery address.

⑬ Edit the Delivery Invoice No. if you wish to.

⑭ Select a Delivery Date

⑮ This a free text area for you to enter a Description. The information will be put on the last page of the Delivery invoice. (There is no character limit)

⑯ This Note section is to add a internal note for your company regarding this delivery invoice.

⑰ Enable this if you want this Delivery Invoice to not be able to used as the base for a Billing invoice.

⑱ If needed, add a Shipping Fee.

⑲ If needed, add an Other Fee.

⑳ Once done, click ‘Create‘.

Click on ①’Transactions‘ followed by ② ‘Delivery Management‘.

Click on ①’Bulk Create New Delivery Invoices‘.

You will be redirected to the following screen.

① Select the items you wish to create Delivery Invoices for.

② Select the Buyers you wish to create Delivery Invoices for.

③ The items selected will be automatically split up by Orders. For each order, select the amount of each item to deliver.

Click on ④‘Mark as Edited‘ to mark this item as edited, a ③● mark will appear next to the item name. If you un-check this box, you will be once again able to adjust this item.

⑤⑥ Use this button to change the quantity to「０」or「All」

⑦ Adjust the quantity here.

⑧ Here you can set a Delivery date for all the above selected items.

⑨ Here you can apply all available return delivery notes to the below Buyers.

⑩ From here you can set the Delivery Invoice No. and Address.

⑪ If needed, add Custom Items. (This will apply to all orders/items selected above)

⑫ If needed, add a Shipping Fee. (This will apply to all orders/items selected above)

⑬ If needed, add an Other Fee. (This will apply to all orders/items selected above)

Once you are finished, click ⑭’Create‘.

Click on ①’Transactions‘ followed by ② ‘Delivery Management‘.

You will be redirected to the following screen.

Click on ①【Edit】for the relevant delivery invoice.

You will be redirected to the following screen.

① Click here to adjust the amount of items in this invoice.

② Custom items can be added here.

③ Here you can select any return delivery notes applicable to this Buyer to attach to the Delivery invoice.

④ Select or enter a delivery address.

⑤ Select a Delivery Date

⑥ This a free text area for you to enter a Description. The information will be put on the last page of the Delivery invoice. (There is no character limit)

⑦ This Note section is to add a internal note for your company regarding this delivery invoice.

⑧ Enable this if you want this Delivery Invoice to not be able to used as the base for a Billing invoice.

⑨ If needed, add a Shipping Fee.

⑩ If needed, add an Other Fee.

⑪ Once done, click ‘Create‘.