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DELIVERY CHALLAN

A Delivery Challan or Delivery Slip is a document generated when goods are transported between locations, regardless of whether a sale is completed. It includes details such as item specifications, quantity, delivery address, etc. For example, when moving goods from one warehouse to another, a Delivery Challan is issued.

DELIVERY CHALLAN IN ACCOXI

In Accoxi, the Delivery Challan feature allows users to generate a challan when goods are transferred from one location to another. While a Delivery Challan isn't an actual sales invoice, ACCOXI users can effortlessly convert it into a sales invoice if desired.

KEY FEATURES

ACCOXI facilitates the seamless generation of Delivery Challans for users.
Upon creating a Delivery Challan, users have the capability to convert it into a sales invoice.
For delivered goods, users can designate the Delivery Challan as "DELIVERED," and for returns, it can be marked as "RETURNED."
Delivery terms and conditions can be conveniently included in the Delivery Challan.
Users also have the ability to edit the details or view the history of a specific Delivery Challan.

Navigate to the "Sales" section and choose "Delivery Challan."

Delivery Challan Search

Data Available In Delivery Challan Search Table

Field	Description
#	Serial Number on the Delivery Challan
Party Name	Recipient's Name for Whom the Delivery Challan Is Generated
Ref. No	Specify the Reference Number of the Delivery Challan
Date	Delivery Challan Creation Date
Status	Showing the current status of the Delivery Challan
Invoice Status	Present Invoice Status of the Delivery Challan, indicating whether it is Active or Cancelled.

Amount	Total Value of the Delivery Challan

MENU AVAILABLE IN DELIVERY CHALLAN SEARCH

Menus Available In Delivery Challan Search Option

Filter Option

Users have two options to filter Delivery Challans. Firstly, they can directly enter customer name, reference number, status, date, and amount in the search bar. Secondly, they can click on the filter option, choose a filter from the drop-down list (customer name, status, reference number, date, or amount), and then click on the Apply option.

Refresh Option

If the most recent data is not visible, simply click on the refresh button.

New delivery Challan

The "New Delivery Challan" option enables users to generate a new delivery challan.

Export Option

Users can export Delivery Challan details into PDF format by utilizing the export option. Upon clicking "Export to PDF," a "Save As" directory option will appear, allowing the user to choose the location for saving the PDF file.

View option

This icon directs you to the Delivery Challan View Page.

More options

Users have the ability to Edit, View, Export to PDF, and Print the Delivery Challan by selecting the "More Options" menu.

Edit Option: Takes you to the Delivery Challan page for editing.
View Option: Redirects to the Delivery Challan View page for detailed inspection.
Export To PDF Option: Enables the user to convert the Delivery Challan to PDF format.
Print Option: Allows the user to print the created Delivery Challan if needed.

Cancelled

A cancelled Delivery Challan is visually distinguished by being highlighted in red color.

Pagination Control

This feature manages page navigation and page size. The user can set the page size to 10, 20, 50, or 100. By entering the desired page number in the box and clicking the "Go" button, the user can navigate directly to the intended page.

To create a Delivery Challan, follow these steps:

Navigate to the Sales Section and click on "Delivery Challan."
On the Delivery Challan Search page, click on "New Delivery Challan."
You will be redirected to the Delivery Challan page.
Choose the Date and Item Rate.
Select the Customer.
Optionally, include any Customer Note or specify Terms and Conditions.
Choose the product by entering it in the product or services menu.
Enter the desired quantity of goods.
Apply any applicable discounts.
Click on the "Save" button to finalize the process.

DATA AVAILABLE IN DELIVERY CHALLAN FORM

Field	Description
Ref. No	The Reference Number of the Delivery Challan will be generated automatically.
Date	The Date of the Delivery Challan will be displayed as the current date by default. You can also input the date of the DC manually.
Item Rates	It Shows The Rate Of The Items Whether Tax Inclusive Or Tax Exclusive
Customer	You can choose the customer either by searching for an existing customer in the customer search or create a new customer by clicking the "+" icon.
Phone Number	The phone number of the selected customer will be automatically generated upon selecting the customer.
E-Mail	The email address of the selected customer will be automatically generated upon selecting the customer.
Ship To	The shipping address of the concerned customer will be automatically displayed.
Customer Note	You can input any customer notes here if applicable.
Terms & Conditions	You can specify any terms and conditions for the Delivery Challan in this section.
Product Or Service	You can enter the product or service name here. Pressing the Enter key allows the user to select the required product or service.
HSN/SAC	The HSN code for goods and SAC code for services will be displayed while selecting the product/service.
Batch	Press the Enter key to select the batch of the product.
Qty	Input the quantity of the product.
MRP	The maximum retail price (MRP) of the product will be automatically displayed.
Rate	Enter the item rate.
Tax %	Displaying the VAT percentage for the product.
Discount	In this column, the user can enable discounts allowed on delivery. These discounts can be configured as discount after tax, before tax, item level, or the user can restrict the discount. To enable these options, the user should go to Settings > Preferences > Sales Invoice > "You Give Discounts" option.
Save	Clicking on the Save button allows the user to save the Delivery Challan, and it redirects to the Delivery Challan View window.
Clear	This option allows the user to clear the data entered in the Delivery Challan.
Exit	The user can exit from this window by clicking this button.

MENU AVAILABLE IN DELIVERY CHALLAN VIEW

Menus Available In Delivery Challan View Screen

Data Available In Delivery Challan View Page

Field	Description
1. New Delivery Challan	The user can create a new Delivery Challan by clicking on this option.
2. Filter	The user can filter Delivery Challan by selecting from options such as All, Open, Delivered, Returned, Invoiced, or Cancelled.
3. Convert To Invoice	To convert a Delivery Challan into a Sales Invoice, follow these steps: · In the Delivery Challan View, click on 'Convert To Invoice.' · You will be redirected to the Sales Invoice page. · Modify Payment Method, Payment Term, Order Number, Salesperson, and Description, if necessary. · Add or delete a particular product/service as needed. · Provide any applicable discounts. · Click the Save button, and you will be redirected to the Sales Invoice View menu.
4. History	This menu allows the user to view the history of the Delivery Challan, including any edits made. Users can also add comments to the transaction.
5. Edit	Users can effortlessly edit the Delivery Challan by selecting this option.
6. Export To PDF	If the user wishes to export the Challan to PDF format, the export option is available. After clicking "Export to PDF," a "Save As" directory option will appear, allowing the user to choose the location for saving the PDF file.
7. Print	Users can easily print the Delivery Challan.
8. Email	If the user intends to send an email with the attached Delivery Challan, there is an email option available for this. The Delivery Challan will be attached automatically.
9. More Feature Options	This section provides access to additional feature options: v Mark As Delivered: 1. Confirming this option allows users to mark their Delivery Challan as Delivered. 2. After confirmation, a watermark indicating 'DELIVERED' will appear on that specific Challan. v Mark As Returned: 1. Confirming this option allows users to mark their Delivery Challan as Returned. 2. After confirmation, a watermark indicating 'RETURNED' will appear on that specific Delivery Challan. v Cancel: 1. If the user wishes to cancel a particular Delivery Challan, it can be done here. 2. After cancellation, a watermark indicating 'CANCELLED' will appear on that specific Delivery Challan.
10. Pagination Control	This feature manages page navigation and page size. The user can set the page size to 10, 20, 50, or 100. By entering the desired page number in the box and clicking the "Go" button, the user can jump to the intended page.

Delivery Challan in Accoxi