Troubleshoot a missing Delivery Note menu or invoice buttons

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

Restore visibility by checking activation, options, permissions and page scoping in order.

What this guide helps you do

Restore visibility by checking activation, options, permissions and page scoping in order. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.

Follow these steps

1. Verify the module is installed and active.
2. Check `delivery_note_enabled` is `1`.
3. Check the staff role has Delivery Note View and, where needed, Create.
4. For invoice actions, verify `delivery_note_invoice_ui_enabled` is `1`.
5. Go to the exact admin invoice editor route.
6. Check module CSS/JavaScript loads without browser errors.
7. Check the invoice metadata request for an access-denied or schema error.

Fields and options

• Activation state
• Enabled option
• View/Create capabilities
• Invoice UI option
• Invoice ID/context
• Asset URLs and metadata endpoint

Rules and limits

• The sidebar menu is added only when enabled and then remains subject to role capability visibility.
• Invoice buttons are injected by JavaScript only on recognised invoice pages.
• Customer invoice buttons use separate ownership/hash checks.
• Do not edit the global header or core invoice templates for a module-scoped visibility problem.

Check it worked

• The correct role sees the intended menu/action on supported pages only.

Safety checks and troubleshooting

• Keep the repair inside Delivery Note code/options and the CRM’s normal permission configuration.

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