salesordersalesorderdetailGenerate a delivery note or packing slip from Dynamics 365
A delivery note is an order confirmation with the money taken out. Same record, same items, same ship-to address, printed for the warehouse and the driver rather than the customer's accounts team.
Keep both as separate templates on the salesorder table. The Generate document dialog lists them side by side, and a flow on order fulfilment can produce the note as PDF and file it to the order's SharePoint folder for the despatch team to print.
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From record to delivery note in 3 steps
Copy the order confirmation template
Download it, delete the unit price and amount columns from the line-item row, delete the totals block, and enlarge the ship-to block. Save as delivery-note.docx.
Load it as a second template on salesorder
Same manifest as the order confirmation. Both templates now appear in the dialog on every order.
Generate for the warehouse
Open the order and pick Delivery note, or trigger it from a flow when the order's status changes to Fulfilled.
Start from the order confirmation starter
Add {{salesorder.shipto_contactname}} and {{salesorder.shipto_telephone}} for the driver, and {{#if salesorder.description}} for delivery instructions. A large {{salesorder.ordernumber}} at the top helps the scanner and the human alike.
- Order number, confirmation date and requested delivery date
- Ship-to and bill-to addresses side by side
- Order name, shipping method, payment terms and status
- Line items from order products
- Subtotal, tax, conditional freight and order total
Tokens in the template
DELIVERY NOTE · {{salesorder.ordernumber}}
Deliver to
{{salesorder.shipto_name}}
{{salesorder.shipto_line1}}
{{salesorder.shipto_city}} {{salesorder.shipto_postalcode}}
{{#if salesorder.shipto_telephone}}Tel {{salesorder.shipto_telephone}}{{/if}}
Item | Qty
{{#each salesorder.lines}}{{productid}}{{productdescription}} | {{_raw.quantity:0.##}}{{/each}}
{{#if salesorder.description}}Instructions: {{salesorder.description}}{{/if}}Paste any of this into the template playground with the sample data to see it render in your browser.
- Can the delivery note carry a barcode of the order number?
- Yes, on the flow-driven path: vdocs_BarcodeGenerate produces the barcode image from the order number, and Populate a Word Template with Data embeds it through Options.images where the template says {{image:barcode width=50mm}}.
- Can we print a batch for the day's despatches?
- Select the day's orders in a view and click Generate document, or have a scheduled flow call vdocs_TemplateBatch with batchOutput set to pdf, which returns the whole day as one merged PDF for a single print job.
- Will quantities show as 2 rather than 2.00000?
- Yes. The starter uses {{_raw.quantity:0.##}}, which prints whole numbers without decimals and fractional quantities with up to two.
Rendered in your tenant. Priced per tenant.
VerseDocs is a managed solution of Dataverse plug-ins. Templates, field values and generated files stay in your environment. Try every feature free with a watermark; one licence key removes it for every environment, user and document in the tenant.