Create an internal delivery note

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Select source and destination warehouses, transfer date and item lines.

What this guide helps you do

Select source and destination warehouses, transfer date and item lines. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

1. Go to Admin Area → Inventory → Internal Delivery Note → New.
2. Select the record or action required for create an internal delivery note.
3. Complete the displayed fields and choices described in this guide.
4. Save, submit, approve or confirm the action as shown on screen.
5. Refresh the relevant list, record or report and verify the expected result.

Fields and options

Rules and limits

• Only controls rendered by the supplied module are documented; hidden AJAX helpers are mapped to their visible parent workflow.
• Core CRM record permissions and module permissions are both enforced where the code checks them.

Check it worked

• The create an internal delivery note action completes without a validation or permission error.
• The affected record, stock balance, response, session or style reflects the saved state.
• Audit, notification, report or portal evidence appears only where the module code creates it.

Security, privacy and operational checks

• Use a controlled test record before applying changes to live inventory, recipients, visitor tracking or global styling.
• Grant only the minimum module and core CRM capabilities needed for the task.

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