Delivery Challan is simply a document that is created during the shipment/transportation of goods, which may not result in sales.
How to enable the Delivery Challan?
To use Delivery Challan in Output Books, Go to Settings > Modules
Under the title “Select your active modules“, click the edit option in the top right corner.
And now, enable the Delivery Challan module and hit Save option.
Delivery Challan Listing
Quotes are listed with its Date, Challan No, Contact, Ref no, Due days, Valid till, Status, Amount of the product and the action to be performed.
How to do the modification on the listing of Delivery Challan?
You can rearrange/sort the Delivery Challan based on Date, Challan no, Contact, Valid till, Status & Amount, by clicking on each column header. You can change the status of the Delivery Challan or do any action such as edit, delete, print or send etc. from listing itself.
How to create a New Delivery Challan ?
- Click on New Delivery Challan button on the top right side of the Delivery Challan page.
- Provide the needed details
- Hit Save
Field Description
| Fields | Description |
|---|---|
| Challan No | Challan no will be either generated automatically or can be put manually based on the option you choose in Settings > Modules. Number should be unique. It cannot be duplicated in a financial year. |
| Challan Date | Today’s date will be shown as default. You can change it using date picker option associated with it |
| Valid Till | Provide a due date. You can select from pre-defined period or custom period. |
| Customer | You can either select the Customer from the drop-down or add new Customer here. On typing New Customer in challan, you will get option to add [+ Add Customer]. By clicking on that option, you can add new customer easily. [required]  |
| GSTIN | For existing customer, it will be displayed on choosing their name. For new customer, you can provide directly. |
| Place of Supply | Choose the State, based on the state chosen, the challan will be counted as intrastate (supply within same state) or interstate (supply to other state). For Intrastate both SGST & CGST Tax applied, whereas IGST for Interstate. |
| Billing Address | For existing customers, the address will be displayed after entering the name of the customer. For new customers, you will be asked to provide details while entering the name in customer field itself. You can also edit using the Edit option associated with it. |
| Item Description | Select the Item from the drop-down or type in the Item name or SKU Code. You can also add new item if not exists in Items Master (Manage > Items) |
| SKU | Stock Keeping Unit-Identification code for the item [Non-editable] |
| HSN / SAC | Provide the Codes for Tax classification of the item |
| Tax | Select the Tax defined for the item |
| Rate | Standard Rate defined in Item Master will be displayed. If you have Rate Sheet defined for the Customer (or tag)/Currency of the transaction, option to choose with Standard rate. |
| Discount | You can provide discount for Individual Item, either providing as percentage or flat amount |
| Amount | For Exclusive Tax: Display only Taxable Value. I.e. Rate x Qty -Discount. Tax will be calculated for this amount. For Inclusive Tax: Editable, where you can define the final amount inclusive of tax. The Rate will be adjusted automatically based on the input amount. |
| Freight/ Packing / Insurance Charges | To include these charges, enable this in Settings > Sales > Sales Charges, for input in Delivery Challan. |
| Round Off | Based on Settings > General > Sales Settings > Round off final total amount, Round Off will be calculated. |
| Attachment | You can also add attachments related to the transaction |
Actions available in Delivery Challan
You can Edit, Copy, Print, Send & Delete the Challan.
If you either print or send any challan, its status will automatically changed from Draft to Sent.
How to edit/copy/print/send/delete a delivery challan?
Click on the drop-down associated with each quote under the Action category.
And, choose the desired action.
