Free Delivery Note Template

A delivery note is a simple but crucial document that confirms what goods have been delivered to a customer. It includes details like product names, quantities, and the delivery date. Whether you're in retail, online sales, or services, a well-organised delivery note template helps keep everything clear and accurate.

A delivery note accompanies goods when they’re delivered to customers. It lists the items shipped, the quantities, and sometimes the condition of the goods. Unlike invoices, which ask for payment, the delivery note serves as a receipt confirming that the goods were delivered.

Why is a delivery note important?

A delivery note ensures that both the business and the customer know exactly what’s been delivered. It acts as proof of delivery and can help resolve any disputes if the items don’t match what was expected. Using a delivery note template saves time and helps avoid mistakes, ensuring that deliveries are recorded accurately.

The Value of a Delivery Note Template

Writing a delivery note from scratch can take time and lead to errors. Using a delivery note sample or template guarantees consistency and accuracy with each delivery. It’s much quicker to generate and allows you to maintain a professional look by adding your company logo to the delivery note template.

Creating a delivery note with Refrens

Creating a delivery note is quick and easy with Refrens. Choose from a variety of delivery note templates, enter the details, and you’re all set. Whether you need a delivery note sample format for retail or bulk shipments, Refrens lets you customise the details to fit your business. You can even download your delivery note template for easy sharing.

Create a Custom Delivery Note with Refrens

Making a delivery note with Refrens is quick and simple. You don't need complicated tools or templates; just use your phone or computer to create a fully customized delivery note. Here’s how you can do it:

Step 1: Add the Delivery Note Header Start by entering the delivery note number, issue date, and delivery date. You can add your business logo for a professional look. If you want, Refrens will auto-generate the note number for you. Don’t forget to mention the related invoice number for easy tracking, ensuring you know which items are linked to each delivery.

Step 2: Enter Your Business Details Fill in your company name, address, phone number, and email. This will appear in the “Billed By” section of the delivery note.

Step 3: Add Recipient Information Enter your client’s business name, address, and contact details. You can store this information for future deliveries, saving you time on future notes.

Step 4: List the Items Delivered Clearly mention each item being delivered. Include product names, quantities, descriptions, and units. You can also add batch numbers, weights, or packaging details for more precision.

Step 5: Specify the Delivery Purpose Select the purpose of the delivery, whether it’s for a sales order, stock transfer, job work, or sample dispatch. This helps keep your records organized.

Step 6: Add Transport Details Provide information about the delivery transport, such as the vehicle number and driver’s name. This is useful for tracking the movement of your goods and ensuring smooth delivery.

Step 7: Set Terms and Conditions Include any relevant terms, such as return policies or delivery acceptance conditions. This clarifies expectations with your client and avoids misunderstandings.

Step 8: Include Extra Notes Use this section for any additional instructions, like delivery windows, handling notes, or references to purchase order numbers. You can also attach any related documents here.

Step 9: Preview and Generate Once all the details are in place, review everything. When you’re ready, generate the delivery note as a PDF. You can print it or share it via email or WhatsApp with just one click.

Step 10: Save Your Template for Easy Use Save your layout as a template for future delivery notes. Next time, just update the item-level details, and you’re good to go, no need to rebuild the note from scratch.

Creating a delivery note with Refrens makes the process efficient and hassle-free, helping you keep your deliveries organized and professional.

Delivery notes are essential for managing inventory, providing businesses with a clear record of what has been delivered and what is still in stock. These simple documents help businesses stay organized and ensure that their inventory records are accurate.

A delivery note typically includes key details such as the product name, quantity delivered, and the delivery date. By comparing these details with the inventory records, businesses can confirm that they received the correct items in the right quantities. This verification helps prevent stock discrepancies, ensuring that businesses don’t have too much or too little of an item.

Delivery notes also help track the movement of goods. For businesses with multiple warehouses or locations, they serve as proof that goods have moved from one place to another. This makes it easier to monitor stock levels across different sites and ensure nothing goes missing.

In cases where there’s a mismatch whether it's a missing product, damaged goods, or a surplus, delivery notes provide a starting point for investigating and resolving the issue. By referencing the note, businesses can quickly address any problems with the supplier or update their records accordingly.

Delivery notes help businesses maintain accurate stock levels, reduce errors, and keep their inventory organized. They play a vital role in simplifying inventory management, ensuring that businesses always know exactly what they have in stock and what needs to be restocked.