🗂️ 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 Changing status Status is changed directly in the challan list — click the status badge on a row to open a dropdown and pick a new status. Once a challan is dispatched or delivered it can't go back to Draft. A Cancelled or Invoice Generated challan is closed — the Invoice Generated row shows a fixed badge with no dropdown. :::

✏️ Editing a Challan

What Can Be Edited?

The Edit action is available for every status except Cancelled and Invoice Generated.

Status	Editable?
Draft	✅ Yes
Dispatched	✅ Yes
Delivered	✅ Yes
Cancelled	❌ Edit hidden
InvoiceGenerated	❌ Edit hidden

🚚 Dispatching Goods

When goods are loaded and the vehicle departs:

1. Make sure the transport details (mode, vehicle number, driver) and delivery address are filled in — Edit the challan if needed
2. On the challan's row, click the status badge and choose Dispatched
3. Use the Print action to 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. On the dispatched challan's row, click the status badge
2. Choose Delivered

📄 Generating an Invoice

When a tax invoice is needed for the goods:

1. On the challan's row, click the Generate Invoice action (receipt icon) — or pick ⚡ Invoice Generated from the row's status dropdown
2. The New Invoice form opens pre-filled with the challan's customer and items (notes and terms are not carried over)
3. Review the invoice and click Save Invoice
4. After saving, the challan is marked Invoice Generated

The Generate Invoice action is available on any challan that hasn't already been converted — it's not limited to Delivered challans.

info

This 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. On the challan's row, click the status badge
2. Choose Cancelled

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

The Delete action only appears on Draft challans. Once a challan is dispatched, delivered, cancelled or converted, it can't be deleted — use the Cancelled status instead to keep the audit record.

📋 List Actions

Each challan row has: View, Edit, Print, Generate Invoice and Delete — plus the clickable status badge. Which actions show depends on status (e.g. Delete only on Draft; Edit hidden once cancelled/converted).

🔍 Filtering and Searching

From the Delivery Challan list you can:

• Filter by a date range (From / To)
• Search by customer name or challan number

📂 Related Topics

• Creating a Delivery Challan