Delivery notes, exit vouchers, and transfers

Every stock exit and transfer goes through a numbered document you can print and sign.

Document	Number	Use it to
Delivery note	BL-YYYY-NNNN	Deliver a confirmed sales order
Return note	BR-…	Take back goods a customer returns
Exit voucher	BS-…	Take stock out for internal use, a project, a technician, or a gift
Transfer note	BT-…	Move stock between warehouses, with goods in transit

Delivery notes

1. Open Inventory → Delivery notes. Orders to deliver lists confirmed sales orders with reserved stock.
2. Choose Create delivery note on an order (also available from the order detail).
3. Lower a quantity for a partial delivery; 0 removes the line. A draft changes no stock.
4. Choose Validate. The quantities leave stock from the reserved batches and serials, and the note gets its final number.
5. Print it, then Mark as delivered with the delivery date and the name of the person who signed.

Cancel note (reason of at least 10 characters) returns the stock to its location at the same cost and reserves it again for the order. The number is kept. An invoiced delivery note cannot be cancelled: record a customer return instead.

To print delivery notes without prices, untick Show prices on delivery notes in Admin → Organization settings.

For a counter sale, Quick sale creates and validates the delivery note for you.

Customer returns

1. Open a validated delivery note and choose Record a return.
2. Enter the returned quantity per line and what happens: Back in stock or Scrapped.
3. Choose Record return and print the return note.

Goods come back on the batches and serials that were delivered, at their cost. A return lowers what is still to invoice, or, if the line was already invoiced, proposes a draft credit note.

Exit vouchers

1. Open Inventory → Exit vouchers and choose New exit voucher.
2. Pick the location, the reason (Internal use, Project / site, Technician, Gift / sample), the beneficiary, the Cost center, and the products.
3. Tadbir shows an estimated value from the average cost on hand.
4. If the value reaches the approval threshold, choose Submit for approval. An Admin other than the requester approves or rejects it; the storekeeper is notified.
5. Choose Validate. The stock leaves and its cost is charged to the cost center.

Cost centers are managed under Finance → Cost centers. Set the threshold in Admin → Organization settings (Exit voucher approval threshold): empty means never, 0 means always. Cancelling a validated voucher puts the stock back.

Transfer notes

1. Open Inventory → Transfer notes and choose New transfer note.
2. Pick the source and destination warehouses, the products, and optionally the carrier or vehicle.
3. Choose Ship. The goods leave the source and stay In transit until received.
4. At the destination, choose Record receipt and enter what arrived. Partial receipts are allowed.
5. If something never arrives, choose Close with a shortfall to write off what is missing.

Stock in transit keeps its cost; a transfer is not a sale. Admins and storekeepers get a daily alert when a transfer stays in transit for more than 7 days.