Workflow

Module setup, access and architecture

Connected Delivery Note guidance for module setup, access and architecture.

12 connected guidesLive filterPermission-aware instructions
12 guides
Guide

Delivery Note module overview

Delivery Note module overviewUnderstand how invoice-linked delivery notes, secure recipient signing, PDFs and compliance events connect.

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Guide

Install and activate the Delivery Note module

Install and activate the Delivery Note moduleCreate the module tables and default options through the supported activation flow.

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Guide

Verify the Delivery Note database installation

Verify the Delivery Note database installationConfirm the two module tables, indexes and installed options required by the code.

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Guide

Assign Delivery Note staff permissions

Assign Delivery Note staff permissionsGrant the least-privilege view, create, edit and delete capabilities registered by the module.

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Guide

Understand the Delivery Note menu and exact routes

Understand the Delivery Note menu and exact routesMap the visible sidebar entry and supported admin, public and client-PDF endpoints.

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Guide

Understand module enabled and invoice UI options

Understand module enabled and invoice UI optionsDistinguish the master module-enabled control from the optional invoice-page interface flag.

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Understand Delivery Note reference numbering

Understand Delivery Note reference numberingExplain the generated `DN-YYYYMMDD-INV{id}-sequence` reference and collision fallback.

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Guide

Understand secure public token generation

Understand secure public token generationUnderstand how the module creates the 64-character public token used by email and QR links.

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Guide

Understand invoice and item snapshot data

Understand invoice and item snapshot dataKnow which invoice, client and item data is copied so the delivery record remains auditable.

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Guide

Understand Delivery Note asset and hook scoping

Understand Delivery Note asset and hook scopingVerify that CSS and JavaScript load only where the module code requires them.

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Guide

Deactivate the Delivery Note module

Deactivate the Delivery Note moduleDisable hooks and invoice integration without dropping module tables.

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Guide

Uninstall the Delivery Note module and understand data loss

Uninstall the Delivery Note module and understand data lossUnderstand the destructive uninstall flow before removing the module.

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