Delivery Challan
Click on Create:
Buyer Details
Customer: Select the buyer/customer for whom the delivery challan is being created.
Suppliers
Suppliers: Select the supplier associated with this delivery challan. Supplier details (name and address) will be displayed automatically.
Transportation Details
POC Name: Enter the contact person’s name for delivery.
POC Contact No: Enter the contact number of the POC.
Transporter Name: Select the transporter’s name.
Transporter GST Number: Enter the GST number of the transporter.
Transportation Document Number: Enter the transporter’s challan/bill number.
Transportation Document Date: Enter the date of the transportation document.
Vehicle Number: Enter the vehicle number used for transport.
Driver Name: Enter the driver’s name.
Driver Contact No: Enter the driver’s contact number.
Inco Terms: Select the agreed Incoterms (e.g., FOB, CIF).
Primary Document Details
Customer: Select the customer linked to this challan.
SO Number: Select the corresponding Sales Order Number.
SO Date: Displays the date of the selected Sales Order.
Document Series: Select the document series under which the challan will be recorded.
Delivery Challan Date: Select the date when challan is issued.
PO Number: Enter the purchase order number if provided by customer.
PO Date: Enter the purchase order date.
Pay to Transporter: Enter amount payable to transporter (if any).
Delivery Note: Enter delivery note reference.
Notes: Add additional notes related to delivery.
Items
Item: Select the product to be delivered.
Variation: Choose product variation if applicable.
UOM (Unit of Measure): Select unit of measurement.
Alternate UOM: Enter alternate UOM if applicable.
HSN/SAC: Enter HSN/SAC code.
SO Quantity: Displays the sales order quantity for reference.
Quantity: Enter the delivery quantity.
Price: Displays item price (for reference, not for billing).
Discount: Enter discount if applicable.
Discount Type: Select % or Fixed.
Total Before Tax: Auto-calculated item value.
Total Tax: Auto-calculated tax based on applicable tax class.
Click + Add Item to add multiple products.
Extra Other Charges
Description: Enter description of extra charges (e.g., Packaging, Loading).
Amount: Enter the charge value.
Tax: Select applicable tax.
Total Tax: Auto-calculated.
Click + Add Item to add multiple charges.
Additional Details
Attachments: Upload related files/documents.
Attach Signature: Add digital/authorized signature.
Comment: Add remarks.
Terms & Conditions: Add relevant delivery terms and conditions.
Actions
Draft: Click on Draft to save the Delivery Challan as a draft for later editing.
If in Draft, the Delivery Challan can be updated.
Submit: Once you click Submit the Delivery Challan is finalized.
If in Submit, the Delivery Challan cannot be updated.
View: Click on the View button to view Delivery Challan details.
Print: Click on the Print button to print the Delivery Challan.
Update:
Allowed only when the Delivery Challan is in Draft status.
Not allowed once it is in Submit status.
Workflow Approval
If Approval Workflow is enabled in setup, only assigned members can approve the Delivery Challan.
Other members cannot approve it.
Cancellation
Delivery Challans can be cancelled if they are no longer required.
If cancellation rules are enabled in setup, only authorized members can cancel the Delivery Challan.
Last updated