Delivery challan
What is a Delivery Challan and why do we use it?
A Delivery Challan is a document given when goods are delivered. We use it when goods are sent to a customer but the invoice is not created immediately or payment is not taken right away. It contains details of the goods, quantity, and delivery date.
Example:
If you send a sample or an item for repair, you issue a Delivery Challan as proof that the goods have been delivered.
It helps keep a record and makes it easier to create invoices and receive payment later.
Follow these steps to create a Delivery Challan:
Step 1. In the left-hand navigation panel, click on “Sales”. Then, select “Delivery Challans” from the dropdown list.
Step 2. Click the blue “+ New” button on the top right to begin creating a new delivery challan.
The “New Delivery Challan” form will open.
Step 3. Fill out the Delivery Details. Select the Customer Name from the dropdown menu. The Delivery Challan Number will be auto-generated, but you can customize it if needed. Set the Delivery Challan Date, enter a Reference Number (optional), and choose the Delivery Type: either ‘Goods’ or ‘Services’.
Step 4. Add Item and select products from the list. Enter quantity, the Rate and Tax fields will auto-populate based on your item settings.
Note: The Organic T-shirt is just an example. You can create Items accordingly to your preferences and requirements.
Organic T-shirt
Quantity: 10
Rate: ₹500
Tax: 5% GST
Step 5. You can include a short note such as “Handle with care” or specific delivery instructions.
Terms and conditions can also be added.
Step 6.
Click “Save” to save as draft.
Click “Save and Send” to email it to the customer.
Click “Save and Print” to get a physical copy.
Once saved, the delivery challan is created and shown on screen.
