Delivery notes - NO PLACE FOR A SIGNATURE OR CUSTOMER PURCHASE ORDER NUMBER
- June 17, 2023
- 3 replies
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Is it just me or are other users of the desktop version, that have been "forced" to migrate to the online version, finding that it is like going from a fully spec'd BMW 7 Series to a base Ford Fiesta in lots of aspects, there seems to be so much missing from the online version that the desktop version did brilliantly.
Case in point,
The Delivery note that the QB online has, is not customizable and doesn't even have the basic requirements of a signature panel for the person receiving goods to Sign, Print Name & Date. It also doesn't even bring the customer purchase order number over from the invoice (which by the way you have add to the invoice as 1 of your 3 miserly custom fields to your invoice). But hey we get the permanent addition of a tracking number box...... fandabidosi!
However my business actually delivers to major construction sites across the south east. Part of our contract with each customer is that we MUST provide signed POD's with all Invoices submitted (not even worked out how we are going to do that yet either) and all paperwork (Invoice, delivery note, order confirmation) must clearly show the site delivery address, customer purchase order number, and delivery notes must be signed by one of their employees (some customers even give us a list of authorised people that must sign the delivery note).
In one foul swoop QB has just rendered our ability to comply with our customer requests impossible, its ridiculous!
Anybody got any bright ideas on how to sort a delivery note out with these requirements that doesn't involve loads of extra work. In desktop, it was simple, I designed templates that covered all the needs, from one invoice I could produce the following forms with just a few mouse clicks and about 30 seconds of time.......
Delivery Note, with Signature panel, Customer PO Number and site personnel name & contact details.
Customer Collection Note, with Signature panel, Customer PO Number.
Covid Delivery Note, No Signature panel, but with contact free panel for our drivers to write the persons details down who is receiving the delivery. also still has Customer PO Number and site personnel name & contact details, Copy was placed on the goods before dispatch for their records.
Picking Note - For our warehouse to pick the goods and record batch numbers of products being dispatched for our ISO9001 QA system.
Order Confirmation - Sent back to customer to confirm acceptance of order, delivery date, Purchase order number, rates, etc. NO VAT elements on this.
Pro-Forma Invoice - For those that don't have a credit account
See attachment of what desktop forms we have designed and use on a daily basis.
No doubt I will come across more woefully lacking online features that need resolving / sorting a work around.
Brexit, Covid, Cost of living crisis and now QB online migration.......oh what fun to be in business for yourself!
