Operations7 min read

Delivery note checklist: what to include

Document delivered goods, quantities, order references, delivery details and confirmation notes.

A delivery note records what was physically delivered and can help the supplier and recipient resolve quantity or condition questions.

Connect it to the order

Show the delivery-note number, order or PO reference, sender, recipient and delivery date.

Consistent references make later invoice matching easier.

Record the actual delivery

List item descriptions and quantities delivered rather than simply repeating ordered quantities when they differ.

Use notes for shortages, substitutions or visible condition issues where appropriate.

Plan for confirmation

Some workflows include recipient name, signature, date or delivery-status notes. Requirements differ by organization and jurisdiction.

Retain confirmed copies when they form part of your commercial or accounting records.

Free Docuivo tool

Put this guide into practice.

Create a delivery note

This guide provides general educational information and is not legal, accounting, tax or financial advice. Requirements vary by country, industry and transaction. See how Docuivo tests its tools and calculations.