Basic Functions in Delivery Challans

You can create and edit delivery challans in Zoho ERP to record the movement of goods in your business.

Create Delivery Challan

To create a new delivery challan:

• Navigate to Sales on the left sidebar.

• Select Delivery Challans under Invoices from the top module bar.

• Click + New in the top right corner of the page.

• Fill in the required details.

  • Customer Name: Select the customer for whom you are creating this delivery challan.
  • Delivery Challan#: The delivery challan number will be auto-generated. However, you can change the auto-generation series or enter a unique number by clicking the Gear icon.
  • Reference#: Enter a reference number for your delivery challan.
  • Delivery Challan Date: Select the date on which this delivery challan is created.
  • Challan Type: Select the purpose for which this challan is being created.

• Select the required items.

• You can also enter the Customer Notes and Terms & Conditions to be displayed in the delivery challan.

• Click Save as Draft.

Edit Delivery Challan

You can edit the details of a delivery challan. Here’s how:

• Navigate to Sales on the left sidebar.
• Select Delivery Challans under Invoices from the top module bar.
• Select the delivery challan that you want to edit.
• Click Edit.
• Make the required changes and click Save.