What Is the Delivery Manager?
Delivery Manager is that part of The Layer, where you manage shipping and generate delivery notes for your packages. It also controls the fulfilment process and updates key order details.
🔹 How Do I Access the Delivery Manager?
Open the Order you want to process.
Navigate to the Deliveries tab in the top navigation.
Click on the hyperlinked delivery date you wish to view.
👉 If no records exist in the Delivery Manager, a delivery has not yet been created for the order.
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How to create a Delivery Record:
Head to the Order Items tab → select the items for delivery → click Deliver.
In the Delivery Candidates pop-up, review items and click Create Delivery.
This will open the Delivery Manager. Review details and click Save.
Your delivery will now appear in the Deliveries tab.
🔹 Editing a Delivery Note
Delivery Notes are hardcoded in a specific format, but you can update their content by editing fields in the Delivery Manager (e.g., address, shipping name, contact). When you save, the Delivery Note document will reflect these updates.
🚨 Important: A Delivery Note cannot be produced until all Purchase Orders (POs) for the order are finalised.
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🔹 What Can You Edit in Delivery Manager?
You can update the following fields:
Delivery Method
Tracking Number (optional, if you use Tracking Numbers for tracking purposes)
Custom Shipping Name (default is 'company name', but you can customise it)
Shipping Address
Shipping Contact
🔹Override Shipping Address
Click Override Shipping Address to:
Changes the Format of the shipping address
Allows you to change the shipping address entirely.
Add both company name and contact name within the address.
These changes will be reflected in the Delivery Note. You do, however, have the option to Revert to Original, should you decide against overriding the details.
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🔹Delivery Note:
🔹 Managing Delivery Note Items
Shipped Items: Once an item is marked as Shipped, it cannot be removed from the Delivery Note unless you follow the Register Return process.
Not Shipped Items: These can be edited or removed from the Delivery Note by clicking the ‘X’ button at the end of the line.
💡 Good to Know: Fulfilment Date
Many users ask how the Fulfilment Date on Data Capture is updated or why it doesn’t appear. The Fulfilment Date appears as Date Issued by default.
Here’s the answer:
The Fulfilment Date updates once you review the Delivery details in Delivery Manager and mark the items as Picked, Packed, and Shipped.
▶️ Ensure the date is correct before completing these steps.
🔹 Delivery Note Reference in Stock Movements
When performing a Stock Movement, you’ll see a field for Delivery Note Reference:
Use this field to record either the Delivery Note reference generated by the system or a supplier reference.
This reference will appear in the Stock Running Total Report, in the Column named: Delivery Note Reference.
Helps maintain accurate audit trails and links between stock adjustments and deliveries.
❓ Delivery FAQs
Q: Why can’t I see my delivery in the Deliveries tab?
A: You need to create a delivery first using the Deliver button on the Order Items tab.
Q: Why can’t I generate a Delivery Note?
A: Ensure all related POs are finalised. Only then can a Delivery Note be generated.
Q: Can I create multiple deliveries for the same order?
A: Yes, you can create multiple deliveries for partial shipments.
Q: Can I change the Delivery Note format?
A: No, the layout is hardcoded, but field values can be edited through Delivery Manager.
Q: Can I remove shipped items from a Delivery Note?
A: No. Once shipped, items can only be removed using the Register Return process.
✅ How to Send SMS from The Layer
Want to send SMS notifications directly from The Layer? You can do this using Twilio integration.
📖 Read this article:
👉 Get Started Sending SMS via Twilio