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🚚 Delivery Challans Overview
A Delivery Challan is a document that accompanies goods being transported. It records what was dispatched, to whom, by which vehicle, and for what purpose — without necessarily involving a sale.
Navigate to Delivery Challan from the main menu to see all your challans.
Page Actions
| Button | Description |
|---|---|
| + New Challan | Open the challan creation form (keyboard shortcut: Alt+N) |
Search
Use the Search by challan number, customer, or status... bar to filter challans in real time.
Summary Cards
| Card | What It Shows |
|---|---|
| Total | Total count of all challans |
| Draft | Count of challans not yet dispatched |
| Dispatched | Count of challans currently in transit |
| Delivered | Count of challans confirmed as delivered |
Table Columns
| Column | Description |
|---|---|
| Challan # | Auto-generated challan number (e.g., DC-2026-001) |
| Customer | Customer name and phone number |
| Date | Challan date |
| Purpose | Reason for goods movement (e.g., Supply of Goods) |
| Items | Number of line items |
| Total | Total amount (₹) |
| Status | Current status — selectable via dropdown (except Invoice Generated) |
| Actions | Per-row action icons |
Row Actions
| Icon | Action | Condition |
|---|---|---|
| Eye (View) | Open read-only popup with full challan details | Always visible |
| Pencil (Edit) | Edit the challan | Hidden when Cancelled or Invoice Generated |
| Print the challan | Always visible | |
| Receipt (Generate Invoice) | Convert challan to a tax invoice | Hidden once Invoice Generated |
| Trash (Delete) | Delete the challan | Only visible for Draft status |
Challan Statuses
| Status | Description |
|---|---|
| Draft | Being created, not yet dispatched |
| Dispatched | Goods are en route |
| Delivered | Goods received at destination |
| Cancelled | Challan cancelled before delivery |
| Invoice Generated | A tax invoice has been raised for these goods |
Change the status directly from the list using the Status dropdown on each row. Once Invoice Generated, the status shows as a fixed badge and cannot be changed.
Challan Purpose Options
The Purpose field indicates why goods are being moved:
| Purpose | Description |
|---|---|
| Supply of Goods | Standard sale delivery |
| Job Work | Goods sent for processing or manufacturing |
| Goods on Approval | Customer examines before purchase decision |
| Exhibition / Trade Fair | Demo or display at an event |
| Others | Any other reason |
Viewing a Challan
Click the View icon (eye) to open a read-only popup showing:
- Customer name, phone, and email
- Challan date and purpose
- Delivery address, transport mode, vehicle number, driver name (if set)
- Line items: Product, HSN, Qty, Unit Price, Discount, Tax %, Total
- Totals: Subtotal, Discount, Tax, Grand Total
- Notes and Terms & Conditions (if set)
Converting to Invoice
Click the Generate Invoice icon (receipt) on any challan row to create a tax invoice with the goods details pre-filled. The challan status changes to Invoice Generated and the button is removed.
A challan can only be converted to an invoice once.