Manage Delivery Challans

Let us take a look at the various actions you can perform on a delivery challan.

IN THIS PAGE…

Mark as Delivered

Once your goods are successfully delivered to the destination, you can mark the associated delivery challan as delivered. Here’s how:

Go to Delivery Challans under Sales.
Select the delivery challan associated with the goods that were delivered.
Click Mark as Delivered at the top of the page.

Convert to Invoice

If you created a delivery challan to deliver goods for a sale, you can create an invoice for it. Here’s how:

Go to Delivery Challans under Sales.
Select the delivery challan for which you want to create an invoice.
Click the More icon at the top of the page and select Convert to Invoice.
In the New Invoice page, the invoice details will be auto-populated.
Verify the details and click Save & Send to send the invoice to your customer.

Note: To view the invoice associated with a delivery challan, go to Delivery Challans under Sales, select a Delivery Challan, and click the Invoices tab on the details page.

Pro tip: If only some items from your delivery challan were sold, you can create an invoice for those specific items. Then, the delivery challan will be marked as Partially Invoiced.

Mark as Returned

If your goods were not delivered to the destination and had to be returned, you can mark the corresponding delivery challan as returned. Here’s how:

Go to Delivery Challans under Sales.
Select the delivery challan associated with the returned goods.
Click the More icon at the top of the page and select Mark as Returned.
Click Return in the confirmation pop-up that appears. Note that this action cannot be reverted.

Note: To view the returned items of a Delivery Challan, go to Delivery Challans under Sales, select a Delivery Challan, and click the Returned Items tab on the details page.

Record Partial Return

Note: You can record a partial return for delivery challans that have been partially invoiced.

After delivering the items in an order, if your customer accepts and purchases only some of them, you can record a return for the remaining items. Let’s consider a scenario to understand this better.

Scenario: Manish dispatched three boxes of raw materials to a manufacturing firm and issued a delivery challan for their transportation. However, upon delivery, he discovers that the customer needed only two boxes. Therefore, Manish can generate an invoice for two boxes and record a partial return for the remaining box.

To record a partial return for the items in your delivery challan:

Go to Delivery Challans under Sales.
Select the delivery challan associated with the partially returned goods.
Click the More icon at the top of the page and select Record Partial Returns.
Select the items that were returned and enter their quantity in the pop-up that appears.
Click Proceed.

Note: You can record only one return on a delivery challan. To record another return, you must undo the first return and then re-record it.

Undo Partial Return

If you want to undo a partial return that you recorded:

Go to Delivery Challans under Sales.
Select the delivery challan for which you want to undo the return.
Click the More icon at the top of the page and select Undo Partial Returns.

Now, your transaction will be restored to its original state before the partial return was initiated.

Customise Delivery Challan Template

You can customise the PDF template for a delivery challan. Here’s how:

Go to Delivery Challans under Sales.
Select the delivery challan for which you want to customise the template.
In the details page, hover over the delivery challan PDF and click the Customize dropdown in the top right corner to customize the template.

Status of a Delivery Challan

A delivery challan in Zoho Billing can have any one of the following statuses.

Status	Description
Draft	When a delivery challan is created, it will be in the Draft status.
Open	When the goods have been dispatched for delivery, the delivery challan will be in the Open status.
Delivered	When the goods have been delivered to the recipient, the delivery challan will be in the Delivered status.
Returned	When the dispatched goods have been returned, the delivery challan will be in the Returned status.

Filter Delivery Challans

You can filter delivery challans based on their statuses. Here’s how:

Go to Delivery Challans under Sales.
Click the Filter dropdown in the top left corner of the page.
Select the type of delivery challan you want to view from the dropdown.

Sort Delivery Challans

You can sort delivery challans based on their columns. Here’s how:

Go to Delivery Challans under Sales.
Click the More icon in the top right corner of the page and select Sort by.
From the dropdown, select the column based on which the delivery challans should be sorted.
The sorting can be done based on ascending or descending order (indicated by the arrow). Click the column name again to change the sorting order.

Refresh List

To refresh the customizations made to the list page of the Delivery Challan module:

Go to Delivery Challans under Sales.
Click the More icon in the top right corner of the page.
Click Refresh List.

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