3972 views This module is used for creating a delivery challan.
Here you are able to add new customers and new items.
Create delivery challan:
- Go to the Challan module in the left sidebar.
- Click on the Create delivery challan button or press Alt+N key.
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| Field | Description | Note |
|---|---|---|
| Customer | Here select customer for creating sales invoices. here also you are able to add new customers. | Mandatory field |
| Mobile no. | Here write your customer’s mobile number. | |
| Here write your customer’s email. | ||
| Billing address | If you have written the address in the customer account then as you select customer, the Billing address will automatically come here. | Mandatory field |
| Shipping address | If you have written the address in the customer account, then the shipping address will automatically come here as you select the customer. | |
| Challan No. | Challan No is auto-generated. | |
| Challan Date | The challan date is auto-generated, also you are able to change the challan date. | Mandatory field |
| Custom Field | Here you can fill custom fields if you have set them. You can set custom fields from the top right side option. | |
| Transporter Details for E-way Bill | Here, you can input E-way Bill details, either to generate the bill or for informational purposes. | |
| Dispatch from Different Address | Here, you can add details if the dispatch address is different; these details will only be visible in the E-way Bill. | |
| Quotation No | If the user creates the delivery challan using a quotation, the quotation number will be displayed here. | |
| Product/Service | Here select an item, here also you are able to create the item. | Mandatory field |
| Rate | Here you can ad rate of item, if sale rate added in Item master then it will appear. Also you can set Item rate calculation as Inclusive GST or Exclusive GST from dropdown under Rate. | Rate appear if E-way is enabled |
| Disc. | Here you can add if you want to add a discount in item rate | |
| Amount | Here shows the final calculated amount of the item. | |
| Quantity | Here write the item quantity. | Mandatory field |
| Show/Hide Column | Here you can show or hide any column related to Item. | |
| Add Row | Click here to add more Items in delivery challan | |
| Add Quotation Item | If the selected customer has a quotation created, then option enabled and you can add it here. | |
| Discount Before Tax | Here you can add discounts before GST tax calculation. it will item wise dicount | |
| Tax calculation section | Here you can see tax calculations, also add extra charges with/without tax and Discount after tax. Rounoff amount and Total amount will be shown here. | |
| Add Attachment | Here you can add attachments if needed | |
| Special notes | Here write a special note for this delivery challan. | |
| Save & Next | This button is used to save the delivery challan and page redirect on the same page. | |
| Save | This button is used to save the delivery challan and page redirect on the delivery challan listing page. |
| Shortcut | Description |
|---|---|
| Alt+S | Save- This shortcut is used to save the delivery challan. |
| Alt+N | Save & Next- This shortcut is used to save the delivery challan and page redirect on the same page. |
| Alt+P | Save & Print- This shortcut is used to print delivery challan. |
| Alt+D | Discard- This shortcut is used to discard the delivery challan. |
| Alt+A | New- This shortcut is used to add a new row. |
| Alt+R | Remove- This shortcut is used to remove a row. |
| Alt+C | Cancel- This shortcut is used to cancel the delivery challan. ( work as Back button) |
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| Field | Description |
|---|---|
| Export | This button is used to download an Excel sheet of the delivery challan entries. |
| Print Setting | This button will redirect you to Delivery challan Print settings. |
| More Report | Click here to see more preadded filters. |
| Create Delivery Challan | Click this button to create a new Delivery challan. |
| Show/Hide columns | This button is used to show the hidden column. |
| More Filter | This option provides you advance filter option on this list page. |
| Actions | Here multiple types of actions are available, Create an invoice, Edit, View, Print, Delete |
| Create invoice | This action is used to create an invoice for the delivery challan |
| Edit | This action is used to edit delivery challan |
| View | This action is used to view delivery challan |
| This action is used to print the delivery challan | |
| Delete | This action is used to delete delivery challan |
