Delivery Challan in Accoxi

Delivery challan in Accoxi enables the user to create challan while goods are delivered from one place to another.

Delivery Challan

Delivery Challan

A Delivery challan or Delivery Slip is a document that is created while sending goods between places which may or may not results in actual sales. It contains the details of the items shipped, the number of goods, delivery address, etc. e.g. sending goods from one godown to another then we issue a Delivery Challan

Delivery challan in ACCOXI

Delivery challan in Accoxi enables the user to create challan while goods are delivered from one place to another. Delivery challan is not an actual sales invoice but if ACCOXI user wants to convert it into sales invoice then it can be done so easily.

Delivery Challan in Accoxi

Key Features

  • ACCOXI enable the user for easily generation of Delivery Challan
  • Once the Delivery Challan is created, the user can convert it into sales invoice
  • If the goods are delivered then user can mark Delivery Challan as DELIVERED and in case of return user can mark as RETURNED
  • If there is any terms and conditions for delivery it can also be added in Delivery Challan
  • User can also edit or can see the History of a Particular Delivery challan

Delivery Challan - Navigation
  • Click on sales Section
  • Select Delivery Challan

Delivery Challan Search:

 

Data Available In Delivery Challan Search Table

Field

Description

#

Serial number of Delivery Challan

Party Name

Name of the party to whom the Delivery Challan is created

Ref. No

Reference number of the Delivery Challan

Date

Date of creation of Delivery Challan

Status

Current status of the Delivery Challan

Invoice Status

Current invoice status of Delivery Challan whether it is Active or cancelled

Amount

The total amount of Delivery Challan

 

 

Menus Available In Delivery Challan Search:

Menus Available in Delivery Challan

1. Filter Option:

  • Users can filter Delivery Challan using two options. Firstly user can type customer name, reference number, status, date & amount directly on the search bar
  • Secondly, click on the filter option and then the user can select a required filter from the drop-down list by customer name, status, reference number, date & amount and click on Apply option

2.  Refresh Option:

  • If the latest data is not displayed then click on the refresh button

3. New delivery Challan

  • The new delivery challan option helps the user to create a new one

 

4. Export Option

  • If the user wants to export Delivery Challan details into PDF format, then the export option is available, after clicking export to PDF a save as directory option will appear and the user can opt for the PDF file saving location

5. View option

  • This icon redirects to Delivery Challan View Page

6. More option

User can Edit, View, Export to PDF, Print the Delivery Challan using More Option

  • Edit Option: redirects to Delivery Challan page
  • View option: redirects to Delivery Challan View page
  • Export To PDF option: If the user wants to convert the Delivery Challan to PDF format, then the export to PDF option is available.
  • Print option: Print menu helps the user to print the created Delivery challan if required.

7. Cancelled

  • Cancelled Delivery Challan is highlighted in Red color

8. Pagination Control

  • It controls the page navigation and the page size. Page size can be set to 10, 20, 50, or 100. By giving the page number in the box and clicking on the Go button, the user can jump to the intended page.

 

Steps to create delivery Challan:

  • Go to the Sales Section and click Delivery Challan
  • Then a Delivery Challan Search page will appear from there click new Delivery Challan
  • Then it will be redirected to Delivery Challan
  • Select Date & Item Rate
  • Select the Customer
  • Provide any Customer Note or Terms and Conditions
  • Select the product by entering on the product or services menu
  • Enter the required quantity of Goods
  • Provide Discounts if any
  • Click on the Save button

Steps to Create Delivery Challan

Data Available In delivery Challan Form

Field

Description

Ref. No

Reference Number Of Delivery Challan It Will Be Generated Automatically

Date

Date Of Delivery Challan, By Default The Current Date Will Be Displayed

Item Rates

It Shows The Rate Of The Items Whether Tax Inclusive Or Tax Exclusive

Customer

Select The Customer

Phone Number

Phone Number Of selected Customer. It Will be Automatically Generated While Selecting Customer

E-Mail

E-Mail Address Of Concerned Customer. It Will Also Generate Automatically While Selecting Customer

GSTIN

GST Identification Number Of Customers. It Will Be Generated Automatically

Type

It Shows The Customer Type. Whether Global Or Local

Ship To

It Shows The Shipping Address Of The Concerned Customer. It Will Be Generated Automatically

Customer Note

If there is Any Customer Note, It Can Be Provided  here

Terms & Conditions

If there are Any Terms & Conditions For Delivery Challan, User Can Mention it Here

Product Or Service

Product Or Service Name Can Be Provided In Here. By Pressing Enter Key User Can Select The Required Product/Service

HSN/SAC

It Is The HSN Code In the Case Of Goods And SAC Code In the Case Of Services. It Will Be Generated Automatically

Batch

Select The Batch Of The Product By Pressing Enter Key

Qty

Enter The Quantity Of The Product

MRP

It Is The Maximum Retail Price Of The Product. It Will Be Generated Automatically

Rate

Select Item rates

GST %

GST Rate Of That Particular Product. It Will Be Generated Automatically

Discount

The User Can Enable Discount Allowed On Delivery  In This Column. These Discounts May Be Discount After Tax, Before Tax, Item Level Or The User Can Restrict The Discount. For Doing This User Should Enable These Options From Settings > Preferences > Sales Invoice > You Give Discounts Option.

 

Save

By Clicking On Save button User Can Save The Delivery Challan And it  Redirects To Delivery Challan View Window

Clear

This Option Enables The User To Clear The Data Entered In The Delivery Challan

Exit

User Can Exit From This Window By Clicking This Button

 

 

Menus Available In Delivery Challan View

Data Available In Delivery Challan View Page

Data Available In Delivery Challan View Page

Field

Description

1. New Delivery Challan

User Can Create New Delivery Challan By Clicking On This Option

2. Filter

User Can Filter Delivery Challan By Means Of All, Open, Delivered, Returned, Invoiced Or  Cancelled

3. Refresh

If Your Latest Data Is Not Displayed, Click On The Refresh Icon On The Top Left Corner Of The Page To Fetch The New Data.

4. History

This Menu Help The User To See The History Of Delivery Challan Like Comment & History And Created Invoice

5.  Zoom In & Zoom Out

This Menu Helps The User To Zoom In And Zoom Out A Delivery Challan

6. Page Size

There Are Three Types Of Paper Size Menus Available On The Top Side Of The Sales Invoice Form And The User Can Select Appropriate Paper Size Format From Paper Size A4, Paper Size A5 Or Paper Size Letter.

7. Edit

User Can Easily Edit The Delivery Challan By Clicking On This

8. Export To PDF

If The User Wants To Export Challan To PDF Format, Then Export Option Is Available After Clicking Export To Pdf A Save As Directory Option Will Appear And The User Can Opt The Pdf File Saving Location

9. Print

User Can Easily Print Delivery Challan

10. Email

If The User Wants To Send An Email By Attaching This Delivery Challan Then There Is an Email Option For This. It Will Be Attached Automatically

11. Convert To Invoice

 

It can be used to convert Delivery Challan into Sales Invoice

Steps to follow

  • Click ‘Convert To Invoice’ in Delivery Challan View
  • Then it will be redirected to the Sales Invoice page
  • Here users can change Payment Method, Payment Term, Order Number, Salesperson, Description, Item Rate.
  • Users can Add or Delete a Particular Product/ service
  • Provide discount if any
  • Then click the Save button then it will be redirected to the Sales Invoice View menu

 

12. More feature options

It gives access to more feature options like mark as delivered, mark as returned & cancel

  • Mark As Delivered:

While confirming this option users can mark their Delivery Challan as Delivered. After confirmation, a watermark will appear as ‘DELIVERED’ in that particular challan.

  • Mark As Returned:

While confirming this option users can mark their Delivery Challan as Returned. After confirmation, a watermark will appear as ‘RETURNED’ on that particular Delivery Challan.

  • Cancel:

If the user wants to cancel a particular Delivery Challan, then it can be done here. After cancellation, a watermark will appear as ‘CANCELLED’ on that particular Delivery Challan.

13. Pagination Control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50, or 100. By giving the page number in the box and clicking on the Go button, the user can jump to the intended page.

 

 

 

Frequently Asked Questions?

01How can I filter Delivery Challan?

  • Click on sales Section →Select Delivery Challan → Delivery Challan Search page will open
  • Filter option is available on the top of the left side of Delivery Challan search page
  • User can filter Delivery Challan by means of Customer Name, Ref. No, Status, By Date, Amount. Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter down arrow option you can give the details into the fields directly.

02How can I Create a new Delivery Challan?

  • Click on sales Section → Select Delivery Challan
  • Click on the ‘+New Delivery Challan’ on the top right side of the search page
  • Select the customer name from the drop down option or user can create a new customer directly by clicking on the ‘+’ button
  • Select the Date
  • Phone number, GSTIN, EMAIL and type will be automatically created when we select the customer
  • Provide Customer Note, Terms And Conditions of Delivery Challan if any
  • Enter the product details that you want to deliver then enter the quantity and save

03How Can I Export the Details of Delivery Challan?

  • Click on sales Section →Select Delivery Challan → Delivery Challan Search page will open
  • Click on the export button at the top right corner near the +new button.
  • Select the file location and click on save

04How can I see the History of Delivery Challan Transactions?

  • Click on sales Section →Select Delivery Challan → Delivery Challan Search page will open
  • Click on the eye button on the corresponding Delivery Challan which is located in the right end side. Eye button represents the view of created Delivery Challan
  • Then User will be redirected to Delivery Challan View page from there select History Button
  • This Help Button helps the user to view the details of a particular Delivery Challan
  • ‘Comment & History’ shows the edits made in a Delivery Challan and ‘Created Invoice’ displays the history of Delivery Challan if it is converted into Sales Invoice

05How can I Mark a Delivery Challan as ‘Delivered’ or ‘Returned’ or ‘cancel’?

  • Click on sales Section →Select Delivery Challan → Delivery Challan Search page will open
  • Click on the eye button on the corresponding Delivery Challan which is located in the right end side. Eye button represents the view of created Delivery Challan
  • Then User will be redirected to Delivery Challan View page from there select More Option
  • Select ‘Mark As Delivered’ or ‘Mark As Returned’ or ‘Cancel’

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