Delivery note
With batch.
Production feature
Shipping: delivery note, QR-bill and payment tracking
Preparing shipping documents and invoices by hand causes errors and delays. The system creates the delivery note from the completed work order, then the QR-bill invoice, adds the batch number and matches the payment.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Documents
When the work order is completed the delivery note is prepared with product, quantity and batch. The invoice is created in QR-bill format in CHF or foreign currency and sent by e-mail.
Customs documents and export declarations are handled separately with the forwarder.
Follow-up
When the bank file is uploaded paid invoices are marked and staged reminder e-mails go out for overdue ones. An open-receivables list per customer is ready.
Accounting entries are passed to the accounting system; this system is not an accounting program.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
In Switzerland B2B invoices are widely paid with the QR-bill and the customer’s language may be DE, FR or IT; the document is prepared in the customer’s language. VAT rates and export rules are clarified with the accountant or customs advisor.
Frequently asked questions
Are delivery notes and invoices separate per language?
Yes; the document template is chosen by the language in the customer record.
Can partial shipments be made?
Yes; a separate delivery note and remaining quantity tracking is kept for each partial shipment.
Related topics
Orders and work orders
Order and work order management: customer orders, bills of materials, work orders, status tracking and delivery. For Swiss manufacturers. Quote by e-mail.
Learn moreBatches and traceability
Batch and traceability: forward and backward tracing from raw material batch to finished product and customer, searching affected batches. Quote by e-mail.
Learn moreCosting and calculation
Production costing: material, labour, machine hours and overheads; estimate versus actual comparison and quote price. For Switzerland. Quote by e-mail.
Learn more