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Delivery Challan

A Delivery challan or Delivery Slip is a document that is created while sending goods between places which may or may not results in actual sales. It contains the details of the items shipped, the number of goods, delivery address, etc. e.g. sending goods from one godown to another then we issue a Delivery Challan

Delivery challan in ACCOXI

Delivery challan in Accoxi enables the user to create challan while goods are delivered from one place to another. Delivery challan is not an actual sales invoice but if ACCOXI user wants to convert it into sales invoice then it can be done so easily.

Key Features

ACCOXI enables the user to easily generate Delivery Challan
Once the Delivery Challan is created, the user can convert it into sales invoice
If the goods are delivered then the user can mark Delivery Challan as DELIVERED and in case of return user can mark it as RETURNED
If there are any terms and conditions for delivery they can also be added to Delivery Challan
Users can also edit or can see the History of a Particular Delivery challan

Click on sales Section
Select Delivery Challan

Delivery Challan Search:

Data Available In Delivery Challan Search Table

Field	Description
#	Serial number of Delivery Challan
Party Name	Name of the party to whom the Delivery Challan is created
Ref. No	Reference number of the Delivery Challan
Date	Date of creation of Delivery Challan
Status	Current status of the Delivery Challan
Invoice Status	Current invoice status of Delivery Challan whether it is Active or cancelled
Amount	The total amount of Delivery Challan

Menus Available In Delivery Challan Search:

1. Filter Option:

Users can filter Delivery Challan using two options. Firstly users can type customer name, reference number, status, date & amount directly on the search bar
Secondly, click on the filter option and then the user can select a required filter from the drop-down list by customer name, status, reference number, date & amount, and click on Apply option

2. Refresh Option:

If the latest data is not displayed then click on the refresh button

3. New delivery Challan

The new delivery challan option helps the user to create a new one

4. Export Option

If the user wants to export Delivery Challan details into PDF format, then the export option is available, after clicking export to PDF a save as directory option will appear and the user can opt for the PDF file saving location

5. View option

This icon redirects to Delivery Challan View Page

6. More options

Users can Edit, View, Export to PDF, and Print the Delivery Challan using More Option

Edit Option: redirects to Delivery Challan page
View option: redirects to Delivery Challan View page
Export To PDF option: If the user wants to convert the Delivery Challan to PDF format, then the export to PDF option is available.
Print option: Print menu helps the user to print the created Delivery challan if required.

7. Cancelled

Cancelled Delivery Challan is highlighted in Red color

8. Pagination Control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50, or 100. By giving the page number in the box and clicking on the Go button, the user can jump to the intended page.

Steps to create delivery Challan:

Go to the Sales Section and click Delivery Challan
Then a Delivery Challan Search page will appear from there click new Delivery Challan
Then it will be redirected to Delivery Challan
Select Date & Item Rate
Select the Customer
Provide any Customer Note or Terms and Conditions
Select the product by entering on the product or services menu
Enter the required quantity of Goods
Provide Discounts if any
Click on the Save button

Data Available In delivery Challan Form

Field	Description
Ref. No	Reference Number Of Delivery Challan It Will Be Generated Automatically
Date	Date Of Delivery Challan, By Default The Current Date Will Be Displayed
Item Rates	It Shows The Rate Of The Items Whether Tax Inclusive Or Tax Exclusive
Customer	Select The Customer
Phone Number	Phone Number Of selected Customer. It Will be Automatically Generated While Selecting Customer
E-Mail	E-Mail Address Of Concerned Customer. It Will Also Generate Automatically While Selecting Customer
Ship To	It Shows The Shipping Address Of The Concerned Customer. It Will Be Generated Automatically
Customer Note	If there is Any Customer Note, It Can Be Provided here
Terms & Conditions	If there are any Terms & Conditions For Delivery Challan, User Can Mention it Here
Product Or Service	Product Or Service Name Can Be Provided In Here. By Pressing Enter Key User Can Select The Required Product/Service
HSN/SAC	It Is The HSN Code In the Case Of Goods And SAC Code In the Case Of Services. It Will Be Generated Automatically
Batch	Select The Batch Of The Product By Pressing Enter Key
Qty	Enter The Quantity Of The Product
MRP	It Is The Maximum Retail Price Of The Product. It Will Be Generated Automatically
Rate	Select Item rates
GST %	GST Rate Of That Particular Product. It Will Be Generated Automatically
Discount	The User Can Enable Discount Allowed On Delivery In This Column. These Discounts May Be Discount After Tax, Before Tax, Item Level Or The User Can Restrict The Discount. For Doing This User Should Enable These Options From Settings > Preferences > Sales Invoice > You Give Discounts Option.
Save	By Clicking On the Save button User Can Save The Delivery Challan And it Redirects To Delivery Challan View Window
Clear	This Option Enables The User To Clear The Data Entered In The Delivery Challan
Exit	User Can Exit From This Window By Clicking This Button

Menus Available In Delivery Challan View

Data Available In Delivery Challan View Page

Field	Description
1. New Delivery Challan	User Can Create New Delivery Challan By Clicking On This Option
2. Filter	User Can Filter Delivery Challan By Means Of All, Open, Delivered, Returned, Invoiced Or Cancelled
3. Convert to invoice	It can be used to convert Delivery Challan into Sales Invoice Steps to follow Click ‘Convert To Invoice’ in Delivery Challan View Then it will be redirected to the Sales Invoice page Here users can change Payment Method, Payment Term, Order Number, Salesperson, Description, Item Rate. Users can Add or Delete a Particular Product/ service Provide discount if any Then click the Save button then it will be redirected to the Sales Invoice View menu
4. History	This Menu Help The User To See The History Of Delivery Challan, and the edits made. User can also comment on the tranasaction.
5. Edit	Users Can Easily Edit The Delivery Challan By Clicking On This
6. Export To PDF	If The User Wants To Export Challan To PDF Format, Then Export Option Is Available After Clicking Export To Pdf A Save As Directory Option Will Appear And The User Can Opt The Pdf File Saving Location
7. Print	User Can Easily Print Delivery Challan
8. Email	If The User Wants To Send An Email By Attaching This Delivery Challan Then There Is an Email Option For This. It Will Be Attached Automatically
9. More feature options	It gives access to more feature options like mark as delivered, mark as returned & cancel Mark As Delivered: While confirming this option users can mark their Delivery Challan as Delivered. After confirmation, a watermark will appear as ‘DELIVERED’ in that particular challan. Mark As Returned: While confirming this option users can mark their Delivery Challan as Returned. After confirmation, a watermark will appear as ‘RETURNED’ on that particular Delivery Challan. Cancel: If the user wants to cancel a particular Delivery Challan, then it can be done here. After cancellation, a watermark will appear as ‘CANCELLED’ on that particular Delivery Challan.
10. Pagination Control	It controls the page navigation and the page size. Page size can be set to 10, 20, 50, or 100. By giving the page number in the box and clicking on the Go button, the user can jump to the intended page.

Frequently Asked Questions?

01How can I filter Delivery Challan?

Click on sales Section →Select Delivery Challan → Delivery Challan Search page will open
Filter option is available on the top of the left side of Delivery Challan search page
User can filter Delivery Challan by means of Customer Name, Ref. No, Status, By Date, Amount. Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter down arrow option you can give the details into the fields directly.

02How can I Create a new Delivery Challan?

Click on sales Section → Select Delivery Challan
Click on the ‘+New Delivery Challan’ on the top right side of the search page
Select the customer name from the drop down option or user can create a new customer directly by clicking on the ‘+’ button
Select the Date
Phone number, GSTIN, EMAIL and type will be automatically created when we select the customer
Provide Customer Note, Terms And Conditions of Delivery Challan if any
Enter the product details that you want to deliver then enter the quantity and save

03How Can I Export the Details of Delivery Challan?

Click on sales Section →Select Delivery Challan → Delivery Challan Search page will open
Click on the export button at the top right corner near the +new button.
Select the file location and click on save

04How can I see the History of Delivery Challan Transactions?

Click on sales Section →Select Delivery Challan → Delivery Challan Search page will open
Click on the eye button on the corresponding Delivery Challan which is located in the right end side. Eye button represents the view of created Delivery Challan
Then User will be redirected to Delivery Challan View page from there select History Button
This Help Button helps the user to view the details of a particular Delivery Challan
‘Comment & History’ shows the edits made in a Delivery Challan and ‘Created Invoice’ displays the history of Delivery Challan if it is converted into Sales Invoice

05How can I Mark a Delivery Challan as ‘Delivered’ or ‘Returned’ or ‘cancel’?

Click on sales Section →Select Delivery Challan → Delivery Challan Search page will open
Click on the eye button on the corresponding Delivery Challan which is located in the right end side. Eye button represents the view of created Delivery Challan
Then User will be redirected to Delivery Challan View page from there select More Option
Select ‘Mark As Delivered’ or ‘Mark As Returned’ or ‘Cancel’

Delivery Challan in Accoxi

Delivery Challan