How to Create a Delivery Challan for Dispatch
In short
Go to Dispatch → Challans → New Challan, choose the Challan Type and Project, add items (load the project's pending items, pick from the item master or type them), fill transport and e-way bill details, and click Create Challan. Marking it Dispatched emails the customer.
| Where | Dispatch → Challans |
|---|---|
| Steps | 5 |
Step by step
- 1
New challan
Go to Dispatch → Challans and click New Challan.
- 2
Type and project
Choose the Challan Type — Sales Delivery, Job Work, Sample or Return — the Challan Date and the Project (all required).
- 3
Items
Click Load Project Items to bring in everything still pending, or Add Item per line and pick from This project's items or the Item master, or type the material. Add serial no., quantity, package and packing details.
- 4
Transport
Fill Vehicle Number, Driver, Transporter, LR Number, Freight Paid By and Amount, and the E-Way Bill Number and Date.
- 5
Create and dispatch
Click Create Challan. Setting the status to Dispatched or In Transit emails the customer and updates the project's progress.
Common questions
What does Load Project Items do?
It adds every project line that still has quantity to dispatch, with the pending quantity filled in, so a partial dispatch carries on from where the last one stopped.
Does the customer get notified when goods are dispatched?
Yes. Setting the challan's status to Dispatched or In Transit emails the customer and updates the project's progress.
Can I add an item that is not in the project or item master?
Yes. Type the material in the box under the picker on any line; it is saved as the line's description.
Related
More in Dispatch & accounts
Not a customer yet? Book a demo and we will walk you through this on your own data.