Manage Delivery Challan

This section will guide you on how to manage Delivery across your store.

Delivery Challan

Delivery Challans, are created for deliveries. When goods are being transported from one place to another. A delivery challan is a shipment of goods and provides a list of the products and quantity of the goods being delivered. Go to Back Office, select Inventory in the menu and click and open Delivery Challan

There are different ways to create a delivery challan,

Create delivery challan automatically when click Deliver & Create delivery challan from sales orders.
Create delivery challan from the delivery challan screen. The Good issue button is clickable after create the delivery challan, and the delivery challan is ready to ship.
Create delivery challan using the reference number for the specific customers.

Lists

The page contains a list of all delivery challan.

Number

This is a unique number for a delivery challan.

Order Status

You can update your customer order status. Click Save after selecting the order status. Order Status helps to view all the orders status like new order, payment pending, etc.,

Order Status Types

New

Cash on a delivery comes under the new order. Indicates that order is created and no payment has been captured.

On Hold

This status can only be assigned manually. You can put any order on hold.

Pending Payment

If the order has been created on your website, but no payment initiated. Awaiting payment (unpaid).

Payment Received

If the customer paid the amount for order then the order status is payment received.

Payment Failed

If some technical problem arises while pay the amount or Payment failure happen when credit or debit card information is entered incorrectly or the card is declined by the bank. then the order status is payment failure.

Invoiced

Once the payment is completed set the status is invoiced.

PartiallyInvoiced

Set the status partially invoiced when the payment is pending.

Shipping

Your order has been processed, your method of payment has been approved and the shipper has prepared it for delivery.

Shipped

The seller should set the order to this status once the order has been shipped to the buyer.

Partially Shipped

A partial shipment is when you deliver a single order in multiple shipments.

Complete

This status means that order is created, paid and shipped to the customer.

Over Complete

Update this status when creating an invoice for increased sale orders quantity.

In progress

This status means the number of delivery orders that are in progress in the store.

Canceled

If the customer cancelled their order for any reason then time the order status is order cancelled.

Refunded

You have refunded the transaction.

Closed

An order status of 'Closed' usually means your order has been shipped to you.

Invoice Status

O2vend has the following pre-defined invoice status - Invoiced, over-invoiced and partial invoiced.

Invoiced

Delivery challan invoice status changed invoiced when the invoice has been paid for the full product.

Over Invoiced

Delivery challan invoice status changed over-invoiced when the invoice has been overpaid for the added product.

Partial Invoiced

Delivery challan invoice status changed partially invoiced when the invoice has been partial product paid.

Create Delivery Challan

Create Delivery Challan helps to create any order on behalf of the customer.

Customer Information

Enter the name of the customer and the contact information. This information will appear on sales invoices print.

Customer

Search the customer name who can want to placed invoice.

Credit Days

Credit days is the time frame between when a customer purchases a product and when the customers payment is due. In other words, this is the amount of day a customer has to pay for the product.

Transport

Select the transport name like van, bus or auto etc.

Referrence

Reference numbers are commonly used to identify items for a particular customer, admin can enter the reference number of incomplete or new orders for the specific customer.

Goods issue

The Goods issued items are displayed in this goods issue tab.

Note

Entered order note are displayed in order note tab.

History

The updated order status are displayed in the order history tab.

Product

Search the product customer want to buy. This field allows to add and edit the products. When adding the products it fills the product details in all the field.

Quantity

Enter the minimum or maximum quantity of the product want to sell.

Units

Units of Measure (UOM) are used to define the measurement of the items.

Price

The product price is updated in this field. It allows to edit or change the price of the products.

Discount

Enter the discount amount on this field.

Total Amount

It shows the total amount of products. The total amount is reduced when the product has a discount.

Steps to Create Delivery Challan

Click Create Delivery Challan button in the top right corner.
Enter the customer name in the customer search box. The available customer list will show the search dropdown related to your search.
Select the customer name, then the customer-related information will fill automatically.
After selecting the customer name enter to fill billing address, shipping address
Select product name by entering the product name in a Product Name search box. The available product list will show the search dropdown related to your search.
Summary will show at the end of the page. Kindly check the summary before saving the order.
Finally, Click the top right corner Save or click Ctrl+S button to create order.

Tip

If click Print to download the PDF Order. It includes the details of your company name, company logo, Address, customer order details.

Goods Issue

After creating the order, click Goods issue button goods issue section will open. Stock is reduced after creating the goods issue. Check the reduced stock in stock history and stock inventory.

How to goods issue products

Click Goods Issue button.
The product name, UOM, SKU and quantity of the product will be shown.
Enter Tracking Number of the product. Tracking numbers are useful to customers for knowing now which location ordered product is there and when it will deliver to the customer.
Select Location (for more details on how to create Location-Location section).
Enter quantity to ship(Some items you want to ship).
Quantity to ship cannot be larger than the order quantity and shipping quantity.
Click Save button.
The order of the product is the goods issued.

Tip

After made changes in shipping method should change the status of the order in an order history box. This will help to manage orders.

Delivery Challan Details

This section contains general information like customer information, address information and shipment method, note, status and total.

How to view delivery challan Details

Open Back Office
Go to Inventory Menu.
Click and open Delivery Challan section.
View All Order List in the order section.
If you double click Number it moves to the order details page.
Click Close or ESC button to go order list page.

Edit Order Detail

You can also edit your order details for your customer information and add the products.

How to edit order details

Open Back Office
Go to Inventory Menu.
Click and open Delivery Challan section.
View All Order List in the order section.
If you double click Number it moves to the order details page.
If you want to edit your customer information, enter your customer name and add your customer billing, shipping address.
If you want to add products to enter a product name in a search by product name.

Tip

Use Export Orders and Export Orders With Order Lines options to export the report details into a comma-separated CSV file.