How to Create Delivery Challan?
How to open Delivery Challan?
Sales -> Delivery Challan
In this page, you will be able to see list of all Delivery Challan that you have already added into the software and you can also create Delivery Challan.
After clicking on Delivery Challan, delivery challan listing page will appear.
You can view Delivery Challan which are:
- Draft
- Approved
- Partially Adjusted
- Partially Reversed
- Partially Invoiced
- Fully Adjusted
- Fully Reversed
- Fully Invoiced
- Void
From the listing page you can check the following information about each delivery challan that have been entered into the software:
- Branch
- Number
- Consignee
- Date
- Amount
- Doc Type
- Status of Delivery challan i.e. Draft, Approved, etc.
How to Create Delivery challan?
You can create Delivery challan one by one by clicking “+ Delivery challan”.
After clicking on "+ Delivery challan" - New Delivery challan form will be opened.
You are required to fill following fields:-
- Company GSTIN
- Branch
- Category
- Delivery Challan Date
- Delivery Challan Number
- Delivery Challan Type
- Consignee
- Consignee GSTIN
- Place of Supply
- License No
- Price Group
- Discount Scheme
- Shipping Address
- Reference
- Vendor Code
- L.R. No
- Purchase Order Number
- Purchase Order Date
- Buyer Order Number
- Buyer Order Date
- Vehicle Number
- E-way Bill Number
- E-way Bill Date
- Carrier Identification Number
- Other Reference
- Terms of Payment
- Delivery challan Custom Fields
- Currency
- Default Account
- Agent
- Margin Scheme
- Amounts Are
Fill the Item Details such as:-
- Item
- Description
- Item Code
- Batch Number
- Expiry Date
- Item Type
- HSN/SAC
- Quantity
- Conversion UOM
- Equivalent Qty
- Unit of Measurement
- Unit of Conversion
- MRP
- Unit Price/Rate
- Discount (%, Flat)
- PTR/Unit
- Add. Discount (%, Flat)
- PTS/Unit
- Subsidy
- Freight/Unit
- Delivery/Unit
- Item Custom Fields
- Account
- Cost Centre
- Service Charge
- Packing Charge
- Making Charge
- Taxable Amount
- Tax Rate
- Tax Amount
- GST Rate
- IGST
- CGST
- SGST/UGST
- Cess (%, Flat)
- Add. Cess
- Nil/Exempt Rate
- Total
Advanced Settings Details such as:-
- Reverse Charge
- Document Level Discount
- Apply Rounding
Fill Bank Details such as:-
- Bank Name
- Account Number
- Branch Name
- IFSC Code
Other Information such as:-
- Customer Notes
- Terms and Conditions
What Mandatory fields are required?
For creating the Delivery challan you are required to fill some mandatory fields such as:-
- Delivery challan Number
- Date
- Due Date
- Consignee
- Place of Supply
- Unit Price
- Account
- GST Rate
How to set Auto-fields?
How to set Auto-fields?
You can set some auto-fill functionalities for creating the Delivery challan. Such Auto-Fields are:-
- Delivery challan date: By default current date will be the Delivery challan Date. You can also change the same.
- Delivery challan Due Date: By default Delivery challan due date is also given by the software. However, you can change the same.
- Branch (Auto): You are required to Add Branch in Management Tracking. Those added Branch list will appear at the time of creation of Delivery challan.
- Category (Auto): You are required to Add Category in Management Tracking. Those added Category list will appear at the time of creation of Delivery challan. For adding Category - Navigate to Settings -> Organization Settings -> Location -> Add Category.
- Delivery challan Number (Auto): Delivery challan Number will auto populate from series as set by you in Document Series Settings. However, you can change the same. For Setting series - Navigate to Settings -> Custom Configuration -> Document Series -> Select Delivery Challan Delivery challan.
How to Hide/Unhide fields?
You can Hide/Unhide some fields from the Custom Configurations. By default, fields are unchecked in Document Customization. You can check those fields which you want to show in Delivery challan.
Navigate to Settings -> Custom Configurations -> Document Customization -> Select Delivery Challan Delivery challan.
How to Save Delivery challan?
You can save the Delivery challan into following three types:
- Save as Draft
- Save as Approve
How to change the status of Delivery challan from Listing?
- Navigate to Draft listing from All Delivery challan listing and select the Delivery challan which you want to move in "Approve", "Void" or "Delete".
- Navigate to Approved listing from All Delivery challan listing and select the Delivery challan which you want to move in “Convert to Invoice”, “Void” or “Delete”.
- Navigate to Partially Adjusted listing from All Delivery challan listing and select the Delivery challan which you want to move in “Convert to Invoice”.
- Navigate to Partially Reversed listing from All Delivery challan listing and select the Delivery challan which you want to move in “Convert to Invoice”.
- Navigate to Partially Invoiced listing from All Delivery challan listing and select the Delivery challan which you want to move in "Convert to Invoice".
- Navigate to Void listing from All Delivery challan listing and select the Delivery challan which you want to "Delete".
How to add Agent?
Create a Delivery challan and select the Agent check box then Agent column is enabled in Item table. You can select the Agent from drop-down list.
How to add Margin Scheme?
Create a Delivery challan and select the Margin Scheme check box then Sale Price, Purchase Price, Rate/Margin, & Account(Exempt) column is enabled in Item table. You can enter the details.
How to manage Advanced Settings?
There are 3 types of Advanced settings, out of which 2 i.e. Reverse charge and Document Level Discount will auto appear while creating delivery challan and Apply Rounding will appear after checking the same in Customization Settings.
- Create a Delivery challan and click on Reverse Charge then it is auto calculating the reverse charge amount
- Create a Delivery challan and click on Document Level Discount then Description, Account, Rate & Discount Amount input fields are enabled.
- Create a Delivery challan and click on Apply rounding then it will round off the Total amount.
Table of Contents
- How to open Delivery Challan?
- How to Create Delivery challan?
- What Mandatory fields are required?
- How to set Auto-fields?
- How to Hide/Unhide fields?
- How to Save Delivery challan?
- How to change the status of Delivery challan from Listing?
- How to add Agent?
- How to add Margin Scheme?
- How to manage Advanced Settings?
