=== DokumentenPilot - Delivery Notes, Quotes & Credit Notes for WooCommerce === Contributors: lernmitki, moduldeck Tags: delivery-note, woocommerce, packing-slip, credit-note, quote Requires at least: 6.0 Tested up to: 7.0 Requires PHP: 8.0 Stable tag: 1.0.1 License: GPLv2 or later License URI: https://www.gnu.org/licenses/gpl-2.0.html WC requires at least: 8.0 WC tested up to: 9.5 Delivery notes, quotes, credit notes, proforma invoices and packing slips for WooCommerce. Partial deliveries supported. == Description == DokumentenPilot generates all common business documents directly from your WooCommerce orders. It supports partial deliveries, a full B2B quote workflow, and legally compliant credit notes – all from a single interface. = Five Document Types = * **Delivery Notes** – Including partial delivery notes: select which items and quantities are shipped per parcel, and DokumentenPilot tracks the delivery status automatically * **Quotes / Estimates** – Create quotes, generate a PDF, send it to the customer, and convert it to a WooCommerce order with one click * **Credit Notes** – §14 UStG-compliant with negative amounts and invoice reference * **Proforma Invoices** – For customs and advance payments * **Packing Slips** – Warehouse-optimized with large font, checkboxes and order number in large print = Partial Delivery Notes = When you ship an order in multiple parcels, you can create a separate delivery note for each shipment. Select which items in which quantities are shipped – DokumentenPilot tracks what has already been delivered. = B2B Quote Workflow = 1. Create a quote in the admin area (add products from the catalogue or enter line items manually) 2. Generate a PDF and send it to the customer by email 3. On acceptance: convert to a WooCommerce order with one click 4. All further documents (delivery note, packing slip) are generated automatically = Highlights = * **Partial delivery notes** – Per-shipment PDFs with position-accurate tracking * **Quote → Order** – Full B2B workflow: create → send PDF → convert with one click * **Legally compliant credit notes** – §14 UStG, with negative amounts and invoice reference * **RechnungsPilot integration** – Shares company data, logo and colour automatically * **Automatic generation** – Triggered by order status changes or refunds * **PDF email attachments** – Automatically attached to WooCommerce emails * **Customer download** – Available in the "My Account" area * **ZIP export** – All documents with SHA-256 integrity log * **HPOS compatible** – Supports WooCommerce High Performance Order Storage * **Small business mode** – §19 UStG (Kleinunternehmer) * **Made in Germany** – Built for the DACH market = Technical Details = * PDF engine: dompdf * Thread-safe document numbers (race condition safe) * SHA-256 hashes for integrity verification * Security: nonce verification, capability checks, path traversal protection == Installation == 1. Upload the plugin to the `/wp-content/plugins/` directory or install it through the WordPress plugin installer 2. Activate the plugin through the "Plugins" menu in WordPress 3. The setup wizard starts automatically – follow it to configure your company data 4. Done! Documents will be generated automatically from now on. = RechnungsPilot Integration = If RechnungsPilot is installed, DokumentenPilot automatically uses: * Company data (name, address, tax numbers) * Logo and primary colour * Small business (Kleinunternehmer) setting * Invoice number reference in credit notes == Frequently Asked Questions == = Do I need RechnungsPilot? = No. DokumentenPilot works completely standalone. If RechnungsPilot is installed, company data is shared automatically – this saves you entering it twice. = What are partial delivery notes? = When shipping an order in multiple parcels, you can create a separate delivery note per shipment. You select which items in which quantities are being shipped – DokumentenPilot automatically tracks the delivery status. = How does quote conversion work? = You create a quote in the admin area, add items (from the WooCommerce product catalogue or manually), generate a PDF and send it to the customer. When the customer accepts, you convert the quote to a WooCommerce order with one click. = Is the plugin GoBD compliant? = DokumentenPilot uses gapless document numbers and calculates SHA-256 hashes for all PDFs. The audit log can be exported. GoBD-compliant invoicing is handled by RechnungsPilot. = Does it work with HPOS? = Yes, DokumentenPilot is fully compatible with WooCommerce High Performance Order Storage. == External Services == This plugin does not connect to any external services. All document generation (PDF rendering via dompdf) is performed locally on your server. No data is sent to third-party services. == Screenshots == 1. **Dashboard** – All documents at a glance, filterable by type: delivery notes, quotes, credit notes 2. **Partial delivery note** – Select items and quantities, create a separate PDF per shipment 3. **Quote editor** – Add items from the WooCommerce catalogue, generate PDF, convert to order with one click 4. **Credit note PDF** – Professional German-market layout with negative amounts and invoice reference 5. **Settings** – Number format per document type, automation, email attachments 6. **Setup Wizard** – Configured in 2–3 steps (automatically detects RechnungsPilot) 7. **WooCommerce integration** – Create and manage all documents directly in the order view == Changelog == = 1.0.1 = * Fix: Company data, number formats and prefixes entered in the settings screen and setup wizard are now saved correctly (form field names matched the storage keys) * Fix: Automation toggles (auto delivery note, credit note, email attachments) are no longer reset when saving settings * Fix: Trigger order statuses are no longer cleared on every settings save * Fix: Added wp_unslash() in the setup wizard handler so company names with apostrophes are stored without backslashes = 1.0.0 = * Initial release * 5 document types: delivery note, credit note, proforma, quote, packing slip * Partial delivery notes with position-accurate tracking * Quote system with full lifecycle and one-click conversion * Legally compliant credit notes (§14 UStG) * Proforma invoices for customs and advance payments * Warehouse-optimised packing slips with checkboxes and large order number * Automatic generation on order status change * PDF attachment to WooCommerce emails * Customer download in "My Account" * ZIP export with SHA-256 audit log * RechnungsPilot integration (company data, colour, logo) * Setup Wizard (2 or 3 steps) * HPOS compatibility * Small business regulation (§19 UStG) == Upgrade Notice == = 1.0.1 = Important fix: settings and setup wizard now save company data and options correctly. Recommended for all standalone users. = 1.0.0 = Initial release. Install and complete the Setup Wizard.