Functions in Delivery Challans

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

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 Sales on the left sidebar and select Delivery Challans.
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 Sales on the left sidebar and select Delivery Challans.
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 Sales > Delivery Challans, 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 Sales on the left sidebar and select Delivery Challans.
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 Sales > Delivery Challans, 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 Sales on the left sidebar and select Delivery Challans.
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 Sales on the left sidebar and select Delivery Challans.
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 Sales on the left sidebar and select Delivery Challans.
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.

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