Complete Delivery Note fields on a new invoice
Enter every supported delivery field using the meanings defined in the module form and JavaScript.
Exact navigationAdmin Area → Invoices → New Invoice → Delivery Note Details
What this guide covers
Enter every supported delivery field using the meanings defined in the module form and JavaScript. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Exact step-by-step process
- Set Delivery Date to the actual or planned delivery date used by your process.
- Enter a Delivery Method such as courier, hand delivery, collection or email fulfilment.
- Identify Delivered By as the responsible staff member, driver, courier or team.
- Enter a Tracking / Job Reference only when applicable.
- Enter the intended Recipient Name.
- Enter a valid Recipient Email when automated dispatch is required.
- Confirm the full Delivery Address.
- Add delivery-specific Notes, then choose Use These Details.
Fields, choices and supported possibilities
- delivery_date: date input, today by default
- delivery_method: free text
- delivered_by: free text
- tracking_reference: optional free text
- recipient_name: free text
- recipient_email: email input
- delivery_address: multiline text
- notes: multiline text
Code-backed validations and workflow rules
- The code does not impose a predefined method list.
- Recipient Email is optional in the model; no email is sent when blank.
- Do not place invoice price changes in delivery notes.
- Submitted text is passed through the CRM’s cleaned POST input in admin controller flows.
- The HTML date/email input types provide browser checks, but the model itself mainly trims submitted text, defaults a blank creation date to today and does not perform independent email-format or date-format validation.
Expected result and verification
- The created note contains the selected delivery data and can notify the intended recipient when an email is provided.
Checks, security and troubleshooting
- Confirm spelling and address accuracy before the recipient signs because signed notes are locked.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.