Delivery: General Area

Field

Used for

Customer

Select a customer from the list of customers which were previously entered into the system or create a new customer.  

Customers (legal entities and private individuals) are added to the system as companies.

• It is a required field. If a customer is not selected, you will not be able to save the document.

Shipment address

Indicate the customer’s ship-to address to which the items will be delivered.

• The field is completed automatically if the shipping address is indicated for a customer. Still, you can override it.

Field

Used for

Sales manager

Select a salesperson who issued the delivery document from the list of your employees.

Customer contact

Select the customer's contact person from the list of contact persons previously added into the system for this customer or create a new contact person.

• A default contact person defined for the customer is provided automatically onсe you select the customer. You can change it if necessary.

Sales channel

A means of selling to customers. Select the relevant sales channel from the list of created sales channels or add a new one.

• Sales channel is provided automatically once you select the customer being retrieved from the customer record created in the Company directory. You can change it if necessary. 

For more details about sales channel, see Sales channel.

Phone

Contact person’s phone number.

• Phone number is provided automatically once you select the contact person if it is defined in the contact person data. You can change it if necessary.

Field

Used for

Payment terms

Select payment terms for an invoice that will be based on this delivery document or create new payment terms. In Codejig ERP, payment terms comprise the following components: net terms that indicate when the payment of entire invoice amount is required and discount terms that offer discounts for an early payment.

• Payment terms specified for the given customer are provided automatically once you select the customer.  However, you can change them if necessary.

Delivery date

Set the date when the goods or services are to be delivered. 

Field

Used for

Currency

Select a currency in which prices of goods and services are set in the delivery document. 

• Currency of the delivery document is provided automatically once you select the customer being retrieved from the customer record created in the Company directory. You can change it if necessary.
• If no currency is set for the selected customer, currency of the delivery is autocompleted from My company settings.   
• It is a required field. If you delete the autocompleted currency and do not select an alternative one, you will not be able to save the document. 

Total amount

Displays the total amount of all goods and services to be delivered in the specified currency.

• The field is calculated automatically for informational purposes only; it is disabled for editing and cannot be overridden.

Net amount

Displays the total net amount of goods and services to be delivered.

• The field is calculated automatically for informational purposes only; it is disabled for editing and cannot be overridden.
• The field is unavailable if your company is not identified as a VAT payer by the system. For information how to set up your company as being registered for VAT and enable required VAT-related functionality, see VAT Number. 

VAT amount

Displays the total VAT amount charged on the net amount or contained in the total price of items and services to be delivered.

• The field is calculated automatically for informational purposes only; it is disabled for editing and cannot be overridden.
• The field is unavailable if your company is not identified as a VAT payer by the system. 

Price includes VAT

If you want to specify the price for one item without VAT, keep the price includes VAT option turned off.  As a result, VAT amount will be charged on the net amount that, in its turn, will be calculated as price excluding VAT x quantity. The two added together will make up the total amount.

If you want to include VAT at the chosen VAT rate in the stated price for one item, turn on the price includes VAT option. In this case, the total amount will be determined by multiplying the price of one item that is VAT inclusive by the quantity.  

• If your company is not identified as a VAT payer by the system, the price includes VAT option becomes unavailable and is permanently turned off.

Field

Used for

VAT number

Your VAT number. It is the national VAT number issued by a country in which you have registered for VAT. Thus, it always starts with a country code that is two letters that refer to the country of the establishment.

• The VAT number is autocompleted being retrieved from the VAT tab on My Company settings page.
• Right now, the field is used for informational purposes only; it is disabled for editing and cannot be overridden.
• The field is unavailable if your company is not identified as a VAT payer by the system.

Customer VAT number

The customer's VAT number.

• The customer's VAT number is autocompleted being retrieved from the VAT Number page.
• Right now, the field is used for informational purposes only; it is disabled for editing and cannot be overridden.
• No value is provided in the field if the customer is not identified as a VAT payer by the system. For information how to specify VAT numbers, see Company: VAT Tab.
• The field is unavailable if your company is not identified as a VAT payer by the system.

Field

Used for

Profit center

Specify a project or a department that you want to relate to the delivery. Costs are allocated to the profit center. The Profitability report shows the profitability of each profit center.

• It is an optional field.

Field

Used for

Note

Add any extra details or comments about the delivery.

Attachment

 Add any additional files or external links related to the delivery document.

• You can upload images, text files, PDF files, spreadsheets, compressed files and other data files (for example, CSV and XML files).
• You can download uploaded attachments to your device by clicking a file name.