Materials on site
Delivery notes to site
Send panels and materials from the factory store to the project's site store on a delivery note, and have the site confirm what arrived from the phone.
2 min readLast updated
In this article
A delivery note moves finished panels and materials from one store (usually the factory's finished-goods store) to the project's site store. The stock stays the project's: it is held for the project at site until it is issued to the work.
Prepare and dispatch
Go to Projects > Delivery Notes and select New delivery note.
Choose the project, the date, From store and To store, and the Vehicle and Driver if you want.
Add the lines: the item, unit and quantity, and the panel when the line is one of the project's panels.
Save, then select Dispatch. The stock leaves the factory store and enters the site store at its cost, and the project manager and the site storekeeper are told.
When your company turns on Factory test before completion and dispatch, a panel can be dispatched only after its FAT certificate. See Panels and the FAT.
Confirm on site
The site storekeeper opens the delivery note and selects Confirm receipt. Enter what arrived on each line; if anything is short, say what is missing. When your company turns on Confirm deliveries with the phone location, the phone's location is recorded with the confirmation. The panels then show as delivered.
Common questions
Who can confirm? The storekeeper of the destination store, or anyone with permission to manage delivery notes.