🚚 Delivery notes in the Portal
Level: 🟢 Easy
For customers who receive documented merchandise with delivery note
🎯 When to use this section?
Activate Delivery Notes in the portal settings if your business model includes:
- Delivery of products with delivery note prior to invoice
- Customers who want to see what they have been served in each delivery
- Signature of receipt (in warehouse, with the technician or from the portal)
- Billing grouped by delivery notes
The client path is /portal/delivery-notes.
📋 What the client sees
List of delivery notes issued in your name with:
- Delivery note number
- Date
- Status:
- Signature pending (
PENDING_SIGNATURE) — the compliant receipt is missing - Delivered (
COMPLETED) — signed or closed without requiring a signature - Cancelled
- Signature pending (
In detail:
- Lines delivered
- Signature block (if already signed): image, date and client reference
- Sign receipt button (if pending and the option is active)
- Download PDF (includes “Received in compliance” block if there is a signature)
✍️ Sign a delivery note from the portal
If the administrator activated Sign delivery notes in portal:
- The client opens the delivery note in Pending signature status.
- Press Sign receipt.
- Draw the signature (finger or mouse).
- If required by the company, fill in the customer reference (e.g. internal hotel order number).
- Confirm → the delivery note becomes Delivered and the signature remains in the PDF.
Customer reference
In Settings → Company → Customer Portal → Digital signatures you can mark the reference as optional, mandatory or not request it.
📱 Same experience as the rest of the documents
Portal 2.0 unified interface:
- Cards on mobile, table on desktop
- Detail panel with visible signature when it exists
- PDF on demand with “Delivery accepted” stamp
⚙️ Settings (admin)
Settings → Company → Customer Portal:
| Option | Effect |
|---|---|
| Delivery notes | Show or hide /portal/delivery-notes |
| Sign delivery notes in portal | Allows the client to sign pending items from the portal |
| Require signature on delivery notes | The new delivery notes are pending until signed |
| Customer reference | OFF / Optional / Mandatory upon signing |
Capture in the warehouse or with the technician is documented in Delivery Notes (ERP) and Signing Station.
❓ Frequently asked questions
"Do all customers need to see delivery notes?"
No. It's optional. Clients with only a maintenance fee usually have it disabled.
"Can the client sign days later?"
Yes, if the delivery note is still Pending signature and the portal allows it.
"Does the signature appear on the PDF?"
Yes. “Received in accordance” block, image, date and customer reference if it exists.
"Can I charge online from the delivery note?"
No. The portal does not process payments; The invoice and collection continue in the usual ERP flow.