Delivery Challan Preferences
Let’s have a look at the various preferences you can configure for the Delivery Challans module in Zoho Books.
To configure preferences for your delivery challans:
- Go to Settings in the top right corner.
- Select Delivery Challans under Sales.
Under the General section, you can configure the Terms and Conditions and Customer Notes for your delivery challans.
Terms & Conditions
The terms and conditions that you enter here will be used as default for all your delivery challans. You can also edit it later.
Customer Notes
The customer notes that you enter here will be used as default for all your delivery challans. You can also edit it later.
Field Customization
You can add multiple custom fields for the delivery challans module and assign different data types for each of them.
Validation Rules
Validation Rules in Zoho Books enables you to create new rules that impose restrictions on the recorded data.
Custom Buttons & Links
You can create new custom buttons in the delivery challans module to perform specific actions for your transactions or to open external links. You can create them using deluge script and execute actions based on the functions you add.
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