Manage Delivery Challan

This section will guide on how to manage Delivery across 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,

  1. Create delivery challan automatically when click Deliver & Create delivery challan from sales orders.
  2. Create delivery challan from the delivery challan screen. The Good issue button is clickable after creating the delivery challan, and the delivery challan is ready to ship.
  3. 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.

Status

Status helps to view all the status like new, shipped etc.,

Status Types

New

Indicates that order is created and no shipment has been created.

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 deliver a single order in multiple shipments.

Cancel

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

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

Go to the Voucher and click Inventory. Then Click and open the Delivery Challan. Click Create Delivery Challan in the top right corner.

Customer Information

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

Deliver From

Select the warehouse of the products want to delivered. Shipment is created after click Save button. If not select none option.

Customer

Search the customer name who can want to placed invoice.

Tip

Click Alt+C - Create a customer at the customer section.

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.

Tip

Click Alt+C - Create a product at the product section.

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

  1. Click Create Delivery Challan button in the top right corner.
  2. Enter the customer name in the customer search box. The available customer list will show the search dropdown related on search.
  3. Select the customer name, then the customer-related information will fill automatically.
  4. After selecting the customer name enter to fill billing address, shipping address
  5. Select product name by entering the product name in a Product Name search box. The available product list will show the search dropdown related on search.
  6. Summary will show at the end of the page. Kindly check the summary before saving the order.
  7. 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 company name, company logo, Address, customer order details.

Create Invoice

See create invoice button, Click Create Invoice button and generate the invoices from delivery challan.

Cancel

If want to cancel the delivery challan Click the Cancel button. Now click OK the order is cancelled and the order status is changed as cancelled. If click Cancel the delivery challan shouldnot be cancelled. It has the option to reopen a delivery challan.

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

  1. Click Goods Issue button.
  2. The product name, UOM, SKU and quantity of the product will be shown.
  3. 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.
  4. Select Location (for more details on how to create Location-Location section).
  5. Enter quantity to ship(Some items need to ship).
  6. Quantity to ship cannot be larger than the order quantity and shipping quantity.
  7. Click Save button.
  8. 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.

Deliver From

Select the location of the products want to delivered. Shipment is created after click Save button. If not select none option.

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

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

Edit delivery challan Detail

Edit order details for customer information and add the products.

How to edit delivery challan details

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

When the items are returned back to the store, which were delivered or shipped via delivery challan - use Return items button to record the returned items.

Tip

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