Delivery Dockets

Marlin GTX enables products to be brought into stock before recording supplier invoices.

Delivery dockets can be used in the Purchases module, which can be accessed by selecting Main > Data Entry > Purchases from the menu bar.

Note

The Purchases module can also be used with supplier Invoices to receive stock before invoicing.

See the Purchase Invoices help guide for further information.

Main > Data Entry > Purchases

Delivery dockets can be used to bring products into stock before receiving or entering a supplier invoice for them.

To enter a delivery docket:

Click on Delivery Docket in the New Transactions section on the left

The Enter Delivery Docket screen will open:

Select the Supplier
Enter the Delivery Docket Number
Select the Salesperson
Enter the Date

Use the Line Details list below to add products:

Click on the picker (magnifying glass) icon to select the product (or press F4)
Enter the Quantity
Leave the Cost blank (unless you know what the exact cost will be)
- This will be entered later when invoicing
- Until then, GTX will automatically apply the last cost
Click the Add button at the top to add a new line and repeat, if required
Click Finalise and confirm

The products have now been brought into stock and can be sold as usual.

Tip

Entire purchase order details can be quickly added to supplier invoices by clicking on the down-arrow next to the Add button and selecting Import Purchase Order.

Invoicing Delivery Dockets

Main > Data Entry > Purchases

After you receive the invoice from the supplier:

Click on Supplier Tax Invoice in the New Transactions section on the left
Select the Supplier

If there are open delivery dockets for that supplier, the Select Delivery Docket pop-up will open:

Select the desired docket
Click Import (bottom-right)

Warning

If you enter this as a new invoice without selecting the linked delivery docket, you will bring in the products twice and your inventory will be incorrect.

Delivery dockets can be added to supplier invoices after selecting the supplier by clicking on the down-arrow next to the Add button and selecting Import Delivery Docket.

The delivery docket details will automatically be added to the Line Details list.

In the section at the top, enter the Supplier Invoice Number and select the Salesperson as usual.

Additional products can be added by clicking on the Add button at the top to add new lines, if required.

The Invoice can then be finalised, as usual.

Reversing Delivery Dockets

Main > Data Entry > Purchases

Delivery dockets cannot be deleted.

However, they can be removed from your system by invoicing them and then reversing them, using a credit note.

To reverse a delivery docket:

First, invoice the docket, as usual:
- Select supplier
- Select or import delivery docket
- Enter details, reference number, amount and tax (if required)
- Finalise the invoice

Then, reverse the invoice using a credit note:
- Click Credit Note on the left
- Select the supplier
- Use the Original Reference picker to select the invoice
- Double-check the details
- Finalise the credit note