Business includes purchase order and delivery note workflows for teams that need more operational documents.
Purchase orders
- Create a purchase order when goods, services, or operational work need formal tracking.
- Keep supplier, customer, item, quantity, and price details accurate.
- Use consistent references so purchase records can be found later.
Delivery notes
- Use delivery notes to record what was delivered, supplied, or handed over.
- Link delivery records to related sales or operational documents where the workflow supports it.
- Keep delivery notes with the customer record for later reference.
When these tools are useful
- Agencies, service firms, suppliers, and operational teams that need proof or structure around what was ordered and delivered.
- Businesses where invoices alone do not provide enough delivery detail.
Good to know: Use these documents consistently from the start, otherwise reporting becomes difficult later.