Delivery Note
Complete code-inspected guidance for invoice-linked delivery notes, optional invoice creation, secure recipient access, one-time e-signatures, PDFs, QR fallbacks, client invoice access, emails and compliance events.
Module setup, access and architecture
01Delivery Note module overviewUnderstand how invoice-linked delivery notes, secure recipient signing, PDFs and compliance events connect.02Install and activate the Delivery Note moduleCreate the module tables and default options through the supported activation flow.03Verify the Delivery Note database installationConfirm the two module tables, indexes and installed options required by the code.04Assign Delivery Note staff permissionsGrant the least-privilege view, create, edit and delete capabilities registered by the module.05Understand the Delivery Note menu and exact routesMap the visible sidebar entry and supported admin, public and client-PDF endpoints.06Understand module enabled and invoice UI optionsDistinguish the master module-enabled control from the optional invoice-page interface flag.07Understand Delivery Note reference numberingExplain the generated `DN-YYYYMMDD-INV{id}-sequence` reference and collision fallback.08Understand secure public token generationUnderstand how the module creates the 64-character public token used by email and QR links.09Understand invoice and item snapshot dataKnow which invoice, client and item data is copied so the delivery record remains auditable.10Understand Delivery Note asset and hook scopingVerify that CSS and JavaScript load only where the module code requires them.11Deactivate the Delivery Note moduleDisable hooks and invoice integration without dropping module tables.12Uninstall the Delivery Note module and understand data lossUnderstand the destructive uninstall flow before removing the module.
Invoice integration and note creation
13Create a Delivery Note while creating a new invoiceCreate the invoice and its optional delivery note in one supported save flow.14Leave Add Delivery Note untickedSave an ordinary invoice without creating any Delivery Note record.15Open the Delivery Note details modal on a new invoiceUse the optional modal to prepare delivery data before the invoice is saved.16Complete Delivery Note fields on a new invoiceEnter every supported delivery field using the meanings defined in the module form and JavaScript.17Use These Details and save the invoiceUnderstand what the modal confirmation does before the final invoice submit.18Create a Delivery Note from an existing invoiceCreate the note after the invoice already exists.19Understand the Create or View Delivery Note invoice buttonKnow how the dynamic invoice action decides whether to create or open a note.20Use View DN PDF from the invoice More menuOpen the generated delivery-note PDF from the invoice’s existing actions menu.21Understand one active Delivery Note per invoiceUnderstand the model rule that prevents duplicate non-void notes.22Create a replacement Delivery Note after voidingUse the supported replacement branch when an unsigned note must no longer be used.23Create a Delivery Note from the module formUse the invoice-linked create controller reached through the module’s invoice resolver.24Understand the customer billing address defaultKnow how the create form composes the initial delivery address.25Understand Delivery Note invoice-payload isolationExplain how module fields are prevented from entering the core invoice insert or update payload.26Troubleshoot a Delivery Note not created after invoice saveDiagnose the selected add-note branch without changing unrelated invoice or core files.
Register, editing and status control
27Open the Delivery Note registerView the newest module-owned delivery records and open a selected note.28Search the Delivery Note registerUse the live client-side search across the rows already loaded by the register.29Change the Delivery Note register page sizeDisplay 10, 25, 50 or 100 loaded records per client-side page.30View Delivery Note detailsReview the complete delivery record, secure link, item snapshot, signature and events.31Review the delivered-items snapshotInterpret the descriptions, quantities and units copied from invoice items.32Edit an open Delivery NoteCorrect delivery details before the recipient signs.33Understand editable fields and form defaultsKnow which values can be changed and which values remain system-controlled.34Understand open, signed and void statusesApply the complete status model implemented by the module.35Understand the signed Delivery Note lockKnow which actions stop once a valid signature has been stored.36Void an unsigned Delivery NoteWithdraw an open note through the permission-protected status action.37Understand void-action visibility and permissionDistinguish the implemented controller capability from the buttons actually present in the supplied UI.38Review the Delivery Note compliance event logUse the append-only module timeline to trace creation, access, changes, signing and invoice-PDF access.
Secure public access and e-signing
39Open the secure public Delivery Note linkUse the tokenised recipient URL delivered by email or encoded in the PDF QR area.40Understand public token routes and compatibilityKnow which public paths are implemented and why the generated helper URL should be preferred.41Understand invalid, missing and void public-link errorsInterpret each access-denied branch implemented by the public controller.42Sign a Delivery Note on the public pageCapture the recipient’s one-time drawn signature through the code-backed public workflow.43Clear and redraw the public signatureRemove an unfinished canvas signature before confirmation.44Resolve empty-signature validationHandle both the client and server rejection paths when no signature data is submitted.45Understand the one-time e-signature lockKnow how repeated visits and repeat posts behave after the first successful signature.46Understand signature security metadataInterpret the evidence stored with a successful public signature.47View a sealed signed Delivery NoteReopen the public document after signing without exposing another signing form.48Open the Delivery Note PDF from a client invoiceAllow an authorised customer contact to open the linked PDF from the CRM client invoice page.49Understand client invoice access checksKnow every branch that authorises or denies the client-facing PDF action.50Troubleshoot a missing client Delivery Note PDF buttonResolve client-page visibility within the supplied hook and access rules.
PDF, QR, email and audit evidence
51Generate a Delivery Note PDF from the admin areaStream the module-generated PDF for an authorised delivery note.52Understand Delivery Note PDF contentKnow every major section the PDF renders and what it intentionally excludes.53Understand tenant branding in the Delivery Note PDFIdentify the company options and logo file used by the document generator.54Understand Delivery Note PDF footer behaviourDistinguish the installed footer-text option from the footer actually rendered by the supplied PDF code.55Understand QR-code generation and fallbackKnow how the module represents the secure public URL when different QR libraries are available.56Troubleshoot Delivery Note PDF or QR outputDiagnose document generation without changing unrelated CRM, theme or server files.57Understand the dispatch-email automationKnow when the module sends the initial recipient message and what it contains.58Understand the signed-confirmation emailKnow what is sent after the model accepts the one-time signature.59Configure the SMTP dependency for Delivery Note emailUse the core CRM’s approved outbound-email configuration because the module has no separate mail settings.60Troubleshoot Delivery Note email deliveryCheck creation/signing conditions and the global mail dependency without altering note evidence.61Understand Delivery Note event typesUse the exact lifecycle event names written by the supplied model and controllers.
Technical configuration, lifecycle and troubleshooting
62Understand the Delivery Note database tablesMap the module-owned records and fields used by every controller workflow.63Understand Delivery Note route options and safety fallbacksInterpret the installed route options and helper validation without presenting a nonexistent settings screen.64Run the Delivery Note post-install functional testVerify every live branch without changing unrelated CRM code.65Troubleshoot a missing Delivery Note menu or invoice buttonsRestore visibility by checking activation, options, permissions and page scoping in order.66Troubleshoot public Delivery Note signing failureDiagnose token, status, CSRF, browser and signature-data branches safely.67Understand Delivery Note limitations and unsupported possibilitiesIdentify features the supplied version 1.0.0 does not implement so users are not misled.68Understand Delivery Note data retention and uninstall riskPlan retention around invoices, signed evidence, events, public links and module removal.69Run the Delivery Note security and operational checklistConfirm least privilege, link protection, signing integrity and deployment readiness.70Delivery Note technical endpoint referenceList the live controller actions, permission gates and principal side effects for support and integration review.