Overview - Delivery Challan
A Delivery Challan is a document that is issued when goods are being transported from one place to another, which may or may not result in a sale. Delivery Challans are sent along with the shipment of goods.
When is a Delivery Challan issued?
- When the quantity of goods delivered is not known at the time of dispatch. For example, a supply of liquid gas.
- When transporting goods for reasons other than sales. For example, when transferring goods from one warehouse to another.
- When supplying goods for Job Work.
- When goods are transported in a semi-assembled state or completely in parts.
Basic Functions in Delivery Challans
Let us have a look at how you can enable and create a Delivery Challan in Zoho Billing.
ON THIS PAGE…
Enable Delivery Challan
To create Delivery Challans in Zoho Billing, you will have to enable the Delivery Challans module first. To do this:
- Go to Settings.
- Select General under Setup & Configurations in the Organization Settings pane.
- Mark Delivery Challans under Select the modules you would like to enable.
- Click Save.
Create Delivery Challan
To create a new delivery challan:
- Go to Delivery Challans under Sales.
- Click +New in the top right corner of the page.
- Fill in the required details.
| Fields | Description |
|---|---|
| Customer Name | Select the customer for whom you want to create a Delivery Challan. |
| Place of Supply | This place will be auto-selected based on the selected customer’s GSTIN. |
| 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 the delivery challan is created. |
| Challan Type | Select the purpose for which the challan is being created. |
- Select the items for which you want to create the delivery challan.
- You can also enter the Customer Notes and Terms & Conditions to be displayed in the delivery challan.
- Click Save as Draft.
Insight: Once you have created a delivery challan, it will be saved in the Draft status. When the goods have been dispatched for delivery, you can click Convert to Open to mark the delivery challan as Open.
Yes
No
Let us know where we can improve
Thank you for your feedback!