Complete Delivery Note fields on a new invoice

Enter every supported delivery field using the meanings defined in the module form and JavaScript. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

What you’ll accomplish

Enter every supported delivery field using the meanings defined in the module form and JavaScript. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.

Follow these steps

1. Set Delivery Date to the actual or planned delivery date used by your process.
2. Enter a Delivery Method such as courier, hand delivery, collection or email fulfilment.
3. Identify Delivered By as the responsible staff member, driver, courier or team.
4. Enter a Tracking / Job Reference only when applicable.
5. Enter the intended Recipient Name.
6. Enter a valid Recipient Email when automated dispatch is required.
7. Verify the full Delivery Address.
8. Add delivery-specific Notes, then choose Use These Details.

Fields and options to review

• delivery_date: date input, today by default
• delivery_method: free text
• delivered_by: free text
• tracking_reference: optional free text
• recipient_name: free text
• recipient_email: email input
• delivery_address: multiline text
• notes: multiline text

Rules the system enforces

• The code does not impose a predefined method list.
• Recipient Email is optional in the model; no email is sent when blank.
• Do not place invoice price changes in delivery notes.
• Submitted text is passed through the CRM’s cleaned POST input in admin controller flows.
• The HTML date/email input types provide browser checks, but the model itself mainly trims submitted text, defaults a blank creation date to today and does not perform independent email-format or date-format validation.

How to confirm it worked

• The created note contains the selected delivery data and can notify the intended recipient when an email is provided.

Safety checks and troubleshooting

• Verify spelling and address accuracy before the recipient signs because signed notes are locked.

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