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🗂️ Managing Delivery Challan

Manage a delivery challan from creation through dispatch, delivery confirmation, and optional invoice generation.

📊 Status Transitions

From	To	Action
Draft	Dispatched	Goods loaded and vehicle dispatched
Draft	Cancelled	Cancel before dispatch
Dispatched	Delivered	Goods received at destination
Dispatched	Cancelled	Cancel after dispatch (return shipment)
Delivered	InvoiceGenerated	Generate tax invoice for the goods

info

A challan in InvoiceGenerated or Cancelled status is considered closed. No further status changes are allowed.

✏️ Editing a Challan

What Can Be Edited?

Status	Editable?
Draft	✅ All fields
Dispatched	⚠️ Limited (transport details can be corrected)
Delivered	❌ Read-only
Cancelled	❌ Read-only
InvoiceGenerated	❌ Read-only

🚚 Dispatching Goods

When goods are loaded and the vehicle departs:

1. Open the challan
2. Verify transport details — transportMode, vehicleNumber, driverName
3. Confirm deliveryAddress is correct
4. Change status to Dispatched
5. Save and print the challan for the driver

tip

Print the challan before dispatch. The driver needs a physical copy to present at checkpoints and to leave with the recipient for signature.

✅ Marking as Delivered

When the recipient confirms goods have been received:

1. Open the dispatched challan
2. Change status to Delivered
3. Optionally add a note with delivery confirmation reference
4. Save

📄 Generating an Invoice

When a tax invoice is needed for the delivered goods:

1. Open the challan with Delivered status
2. Click "Generate Invoice"
3. A new invoice is created with goods details pre-filled
4. Challan status changes to InvoiceGenerated
5. Review and finalize the generated invoice

info

This feature is useful when goods are dispatched first and invoiced later (common for job work, project billing, or credit customers).

❌ Cancelling a Challan

To cancel a challan before delivery is completed:

1. Open the challan (must be Draft or Dispatched)
2. Change status to Cancelled
3. Add a note explaining the reason
4. Save

warning

A cancelled challan is preserved for audit records. If goods were partially dispatched, document the return in the notes before cancelling.

🖨️ Printing the Challan

Use the Print button to generate the physical delivery challan document anytime. The document includes:

• Challan number and date
• Purpose of movement
• Customer name and delivery address
• Vehicle number and driver name
• Transport mode
• Itemized goods list with quantities
• Terms and conditions / remarks
• Signature lines for receiver acknowledgment

tip

Print 3 copies — one for your dispatch records, one for the driver/transporter, and one for the customer to sign and return as proof of delivery.

🗑️ Deleting a Challan

Challans can be deleted from the list view. This is permanent and removes the transport record.

warning

Do not delete dispatched or delivered challans. For compliance and audit, use Cancelled status instead. Deletion should only be used for challans created by mistake before dispatch.

🔍 Filtering and Searching

From the Delivery Challan list, filter by:

• Status — view all Dispatched, Delivered, or Draft challans
• Purpose — filter by Supply, Job Work, etc.
• Search by customer name or challan number

📂 Related Topics

• Creating a Delivery Challan