Published 17 Feb 2023
What is a Delivery Note?
A delivery note is used to capture information relevant to the delivery of goods. It acts as a proof of delivery form and helps set the recipient’s expectations. Upon completion of the delivery, a copy of the delivery note with the recipient’s signature is sent back to the merchant or seller.
Delivery Note Template
Use this delivery note template to enter the delivery details before assigning the delivery job. The courier will present the delivery note to the customer for confirmation of the delivery. This template contains the following sections:
- Seller details
- Order information
- Shipping details
- Item description
- Customer confirmation - apart from the mandatory signature, there is a question field that asks the customer if items are correct and received in good condition
In this article
- What are the Elements of a Good Delivery Note?
- Disadvantages of using paper-based delivery notes
- FAQs About Delivery Notes
- Why Use SafetyCulture (formerly iAuditor) for Delivery Notes?
- Top Delivery Note Templates
What are the Elements of a Good Delivery Note?
A properly filled out delivery note template can help with the smooth delivery of goods. Upon delivery, the courier should ensure that it contains:
- Seller information, such as company name, phone number, and address
- Buyer information, such as name and phone number
- Reference number, such as invoice, delivery, and order numbers
- Item details, such as description and quantity
- Delivery date and address
- Signature of the buyer/recipient
- What Should be Captured on a Delivery Note?
- The recipient’s signature is vital on a delivery note because it signifies acceptance of the delivery and that the items received are correct and in good condition. There are also delivery notes that allow entry of comments to gather feedback from the customer.
A complete and accurate delivery note template can help facilitate a hassle-free transaction between the seller, shipper, and buyer because it helps streamline the delivery process. Ultimately, delivery notes can contribute to a positive customer experience and encourage repeat business.
Disadvantages of using paper-based delivery notes
Delivery note templates are used with the intent to promote convenience and establish a more seamless transaction for all parties involved. Preview a sample delivery note pdf here. Using paper-based delivery notes, however, can have its own challenges. Here are some of the issues that come with using paper-based delivery notes:
Inaccurate information
The accuracy of information on paper-based delivery notes can be affected by human error or by something as simple as illegible handwriting.
Missing copies
Delivery notes or their copies, like any paper-based document, can be prone to getting misplaced or damaged before it can reach the intended recipient.
Delays
Inaccurate information will need verification while lost or damaged physical copies will need manual intervention that can lead to delays in transactions that will then impact other deliveries and customer satisfaction.
FAQs About Delivery Notes
A delivery note is typically prepared by the sender of goods and is included in the shipment. It may be used by the recipient to confirm that the goods received match the information provided on the note. If any damages are observed, the package courier can then annotate the delivery note on behalf of the customer.
A delivery note, also known as a packing slip or delivery order, is a document that accompanies a shipment of goods and provides details about the contents of the shipment. An invoice, on the other hand, is a document that focuses more on requesting payment for those goods or services.
Although a delivery note is not considered a legal document on its own, it is an essential supporting record that can be used in case of disputes. It provides confirmation that goods or services have been delivered and that they were delivered according to the expectations set out in the note.
Why Use SafetyCulture (formerly iAuditor) for Delivery Notes?
SafetyCulture is a powerful mobile app that can help conveniently capture information vital to delivery completion. You can use our digital forms as is or edit them in SafetyCulture without using excel spreadsheets to better fit the needs of your team. Install SafetyCulture for free on your mobile device and take advantage of the following features:
- Paperless records – No more paperwork! Delivery notes are secure in the cloud and can be easily shared via mobile or desktop.
- Notes and photos – Customer comments can be recorded as well as photos when needed.
- Digital signatures – Digitally sign delivery receipts and save copies in the cloud.
- Geotagging – SafetyCulture records the location of deliveries for future reference.
- Mandatory fields – Decide which fields should be mandatory on your delivery note template.
- Real-time updates – Delivery note updates made by field staff can be viewed instantly at the base of operations.
Top Delivery Note Templates
Delivery Receipt Template
Courier managers can use this delivery receipt template to assign delivery tasks, either for complete or partial deliveries. The customer’s signature signifies that all the items received are in good condition. Copies of delivery receipts, like any SafetyCulture report, can be shared via web link or PDF.
Delivery Receipt Form
This form can be used for the delivery of bulk orders. Dispatch managers can fill out this delivery receipt form to indicate the content, quantity and weight of packages being delivered. The recipient’s signature confirms that the packages received are in good condition.
Proof of Delivery Template
A simple and straightforward delivery note template to enter the quantity and description of items. Include the invoice number and the consignor/seller’s name and phone number on this template. The customer can provide comments about the delivery and will sign to confirm.
Proof of Delivery Form
This proof of delivery form has the basic fields to indicate delivery address, purchase order number, and the recipient’s contact details. It also has a text field to enter more details about the items being delivered. A field indicating total number of pieces is included on this form and a signature field for the recipient.
