Displaying Item Columns in the Delivery Template
Usually, only item names and quantities are included in the delivery note. However, you can display additional data, such as the item description in the delivery note, by adding some of the data from the invoice to the delivery note template you are using.
In this guide, we will show you how to display the desired invoice item columns in the delivery note.
Displaying Item Columns in the Delivery Note Template
If you have used the delivery note template before on the system, you will find it under the “Invoice/Estimate Layouts” templates. If this is your first time, you should follow these steps.
Click on “Printable Templates” under “Templates” in the main menu, then click on “Invoice/Estimates Layouts.”
Then, click on the “New Layout” button.
Then, click on the “Delivery Note” template so that you can later find it under the “Invoice/Estimates Layouts,” templates once you click on it.
Preview the Delivery Note's Default Fields
To view the default layout of the delivery note fields without any modifications, follow these steps:
Click on “Manage Invoices” under “Sales” in the main menu. Then select the invoice for which you want to display the delivery note fields. Next, click on “Vouchers” and choose from the drop-down menu the delivery note template that you have not made any modifications to.
In our current example, we have named it “Standard Delivery Note.”.
The delivery note will appear, including only the item name and quantity, without displaying any other details related to the items.
Displaying Additional Field in the delivery note
Create a new invoice by clicking on “Create Invoice” under “Sales” in the main menu, or preview a previous one by clicking on “Manage Invoices” under “Sales” in the main menu, then click on the three dots next to the invoice and select “Edit.”
Notice the items section, where you will find the “Item” field, which is numbered (1), followed by the “Description” field, which is numbered (2), and so on in order.
You need to identify the column number of the field you want to display according to this order. In our example, we want to display the “Description” field in the delivery note, and this column number is (2).
Then, go to “Printable Templates” under “Templates” in the main menu, click on “Invoice/Estimates Layouts,” click on the three dots next to the delivery note template where you want to display the additional field (column), and click on “Edit.”
Click on “Style” from the sidebar, then go to the “CSS Code” field and paste the following code:
.col-2{display:table-cell}
Then click the “Save” button.
2 represents the second column when creating the invoice, which is the “Description” field. You can change it according to the column number you want to display on the delivery note. For example, change it to 3 if you want to display the “Unit Price” field.
To display the delivery note after modifying it and showing the “Description” field, click on “Manage Invoices” under “Sales” in the main menu, then click on the invoice you want to print the delivery note template for. Click on “Vouchers,” then click on the name of the delivery note template to which you added the CSS code. In our example, we click on “Delivery Note 2.”
You will find the delivery note displaying the “Description” field within the item columns.
In the case that the invoice contains the field (column) intended to be displayed in the delivery note, but the field itself is missing from the delivery note template, the Css code added to the delivery note template to display the field present in the invoice will be ignored.
In the following image, a delivery note template is shown that does not include the description column. We added the variable related to displaying the second column of the invoice which is the description in the Css field in the delivery note template. However, even though the variable is present in the template Css field, the description column will not appear in the delivery note.
