Knowledge Base

Introduction for delivery notes

Our JoforceCRM Delivery Notes lets you create delivery notes right away from Sales Order and Invoice modules. You can deliver products and also cancel the Delivery Note when you need.

Module Installation #

Install Delivery Notes in JoforceCRM by following the below steps:

  • Go to User Profile icon → Settings → Modules.
  • Click on the ‘Import Module from Zip’ button. Use the ‘Select from My Computer’ button and upload the downloaded module.
  • Make sure you enable the ‘accept with disclaimer and would like to proceed’.
  • Select Import then check the ‘accept license agreement’ checkbox.
  • Then select Import Now to start importing.

Configure the Module #

Once you install the SmackDeliveryNotes module you can find it under Extensions in JoforceCRM Settings.

  • Click on the module.
  • Here you can enable or disable the module to make it active or inactive in JoforceCRM.