Manage Delivery Challans
The delivery challans you create in Zoho Books can be filtered and sorted in many ways.
IN THIS PAGE…
Status of a Delivery Challan
A delivery challan in Zoho Books can have any one of the following statuses.
Status | Description |
---|---|
Draft | Delivery Challans when created will be in the Draft status. |
Open | When the goods have been dispatched for delivery, the delivery challan will be in the Open status. |
Delivered | When the goods have been delivered to the recipient, the delivery challan will be in the Delivered status. |
Returned | When the goods that were dispatched have been returned, the delivery challan will be in the Returned status. |
Filter Delivery Challans
You can filter delivery challans based on their statuses. Here’s how:
- Go to Sales > Delivery Challans.
- Click the All Delivery Challans dropdown on top of the page.
- Select the type of delivery challan you want to view.
Sort Delivery Challans
You can sort delivery challans based on their columns. Here’s how:
- Go to Sales > Delivery Challans.
- Click the hamburger icon in the top right corner of the page.
- From the dropdown, select the column based on which the delivery challans should be sorted.
- The sorting can be done based on ascending or descending order (indicated by the arrow). Click the column name again to change the sorting order.
Refresh List
- Go to Sales > Delivery Challans.
- Click the hamburger icon in the top right corner of the page.
- Click Refresh List.