Adding and Retrieving the Title on the Delivery Note

A. Manually Adding a Title:

• You can add a custom title to any delivery note, whether it is newly created or an existing one.
• For an existing delivery note: Navigate to Sales -> Delivery Notes, edit the desired delivery note.
• At the top of the delivery note page, next to its number, you will see an editable field: "Add Title...".
• Click in this field and enter the desired title (e.g.: "Partial Delivery Order X", "Goods for Project Y").
• Save the changes to the delivery note.

B. Automatic Retrieval of the Title from the Source Document:

• Condition: This feature is activated only if the document from which you generate the delivery note (Invoice or Order) already has a title filled in.
• Example (Generation from Invoice with Title):
  1. Ensure the source invoice has a title (open the invoice details and fill in the "Add Title..." field).
  2. Follow steps 1-5 above to generate the delivery note from this invoice.
  3. On the "New Delivery Note" creation screen, notice that in the "Add Title..." field, the title you set on the invoice will appear automatically. The title has been retrieved.
  4. You can keep the retrieved title or modify it before saving the delivery note.
• Similarity for Orders: The process is identical if you generate the delivery note from an Order that has a title filled in – the order title will be automatically retrieved on the new delivery note.