Sale Order with Sections and Notes

Build a quotation the usual way and use Add a section and Add a note next to Add a product. Headers like Sale Section and a closing note such as Sale Section End! sit between the product rows. Once you confirm, the Delivery smart button takes you straight to the picking that will inherit the same layout.

Purchase Order with Sections and Notes

The same controls appear on Purchase Orders. Group the vendor's items under a Purchase section header and close with a note line — when the order is confirmed, the Receipt smart button leads to the inbound document that already carries the structure.

Sections & Notes Carried into Delivery Orders

Open the Delivery Order linked to the Sale Order. The Sale Section header, every product, and the closing Sale Section End! note arrive in the Operations tab in the same order — pickers see the exact context the salesperson built, with no manual copying.

Sections & Notes Carried into Receipts

Inbound documents work the same way. The Receipt linked to the Purchase Order opens with the Purchase section header, the vendor's items, and the closing note all aligned to what the buyer entered — so the goods-in team reads exactly what purchasing intended.

Add or Reorder Lines on the Delivery

Need a one-off split for a particular shipment? Add fresh section headers — Sale 1, Sale 2, Sale 3, a closing Sale End! note — straight on the picking, and drag-and-drop any row by its handle to fine-tune the sequence without touching the Sale Order.

Add or Reorder Lines on the Receipt

The same flexibility applies to inbound. Add Purchase 1, Purchase 2, Purchase 3 headers and a closing Purchase End! note directly on the Receipt, then drag-and-drop to match the way you actually receive the goods at the dock.

Section-Aware Delivery Slip

Print the Delivery Slip for an outbound picking and the PDF arrives already grouped: section headers in bold, the closing note in italics, and Ordered versus Delivered quantities lined up next to each product — ready to hand to the picker.

Section-Aware Receipt PDF

The same treatment applies to Receipts. The printed document shows each Purchase group, the items beneath it, and the closing note — so the goods-in operator reads the buyer's layout on paper exactly as it appears on screen.