Delivery Challan in O2VEND

Complete GST-Compliant Goods Management Solution

Master delivery challan creation, tracking, and management with O2VEND's integrated ERP system. Streamline shipment tracking, automate goods issue workflows, generate professional invoices, and maintain real-time inventory accuracy.

What is a Delivery Challan? – The Complete Guide

A Delivery Challan (DC) is a legally recognized shipping document that records goods movement without invoice generation. It captures item details, quantities, dispatch dates, and customer information—serving as proof of shipment for GST compliance, stock transfers, job work, and approval-based deliveries.

Key Benefits:

✓ Ensures accurate goods dispatch with quantity verification
✓ Maintains synchronized inventory and logistics records
✓ Streamlines invoicing and billing processes
✓ Provides audit-ready documentation for compliance
✓ Resolves delivery discrepancies, damages, and returns

Why Use O2VEND Delivery Challan?

O2VEND's combines goods issue tracking, partial shipment support, and GST compliance into one unified platform. Manage shipments efficiently while maintaining accurate inventory records and seamless billing integration.

Quick Access

Go to: Back Office → Inventory → Delivery Challan

How to Create a Delivery Challan – 3 Quick Methods

Method 1: Auto-Generate from Sales Orders

Click Deliver & Create Delivery Challan in any sales order for instant challan generation.

Method 2: Manual Creation

Open Delivery Challan module and create new. The Goods Issue button activates automatically.

Method 3: Customer Reference-Based

Generate challans using customer or internal reference numbers for faster processing.

Delivery Challan Status Tracking Dashboard

Monitor real-time delivery status with O2VEND's intuitive list view showing customer details, reference information, and shipment progress.

Status Types at a Glance

Status	Definition
New	Challan created; no shipment processed
Shipped	100% of items dispatched to customer
Partially Shipped	Multi-batch shipments in progress
Canceled	Challan canceled by customer/admin

Invoice Status Indicators

Status	Meaning
Invoiced	Fully billed and paid
Over Invoiced	Payment exceeds total amount
Partial Invoiced	Balance pending payment

Create Delivery Challan – Step-by-Step

Steps to Set Up Your First Challan

Navigate to Back Office → Inventory → Delivery Challan
Click Create Delivery Challan (top-right corner)
Fill in customer and product details
Review pricing summary
Save or press Ctrl + S

Customer Information Section

Field	Details
Branch	Select source inventory location
Customer Name	Search & auto-fill saved details (Alt + C for new customer)
Customer PO	Link customer purchase order number
Transport	Choose Van, Truck, Auto, or logistics method
Bill/Ship To	Auto-populated; editable if needed

Product Details Section

Field	Details
Product	Search & select (Alt + C to create new)
SKU	Auto-filled
Quantity	Items being delivered
UOM	Unit of Measure (pcs, box, kg, etc.)
Price	Editable line item cost
Discount	Amount or percentage reduction
Total Amount	Final line item value

Action Buttons & Features

Action	Purpose
Goods Issue	Initiate shipment & stock deduction
Print Picklist	Generate warehouse picking list
Return Items	Record item returns
Create Invoice	Convert challan to invoice
Download PDF	Export delivery documentation
Share	Send via link or channels
Clone	Duplicate challan quickly

Goods Issue Process – Automate Stock Deduction

The Goods Issue workflow reduces stock automatically once initiated. Verify changes in Stock History and Inventory reports.

Initiate Goods Issue in 7 Steps

Click Goods Issue button from order screen
Verify product details (SKU, quantity, units)
Select Transport/Courier service
Assign Rider from dropdown
Enter LR/Tracking Number and tracking URL
Confirm Branch/Location
Click Save to complete

Goods Issue Advanced Features

Bulk Entry: Update multiple products simultaneously
Add Package: Define packaging count and grouping
Print Pickup List: Generate warehouse picking sheet

Product Table Reference

Column	Description
Product	Item name
SKU	Stock keeping unit
Quantity	Items to ship
Inspection Quantity	QC verified units
Rejected Quantity	Defective items
Units	Measurement type

Pro Tip: Update order status in Order History after changing shipping methods for accurate tracking.

Allocate Lot Numbers – For Batch/Expiry Tracking

Add Lot in 4 Steps

Click Goods Issue
Click Allot Lot for each product
Enter lot details:
- Lot Number
- Manufacturer Batch
- MFG Date
- Expiration Date
- Adjusted Quantity
Click Save to allocate

View & Edit Delivery Challan Details

How to Open Challan Details

Go to Back Office → Inventory → Delivery Challan
Double-click the Number column
Review all order information
Press ESC to return to list

Edit Challan Information

Update customer name and addresses
Add/modify products via search
Adjust quantities and pricing
Record item returns using Return Items button

Export Options: Use Export Orders or Export Orders With Order Lines to download CSV reports.

Complete Delivery Challan to Invoice Workflow

Convert Challan to Invoice

Open completed delivery challan
Click Create Invoice button
Review invoice details
Confirm and save invoice

Cancel or Reopen Challan

Click Cancel to cancel delivery challan
Select OK to confirm
Use Reopen option to restore canceled challans

FAQ – Delivery Challan in O2VEND ERP

Q: What's the difference between Delivery Challan and Invoice?
A: Challan documents goods movement without billing; invoices include payment terms.

Q: When do I use Delivery Challan?
A: Use for GST stock transfers, job work, approval-based deliveries, or partial shipments.

Q: Does Challan creation reduce stock?
A: No. Stock updates only after Goods Issue is created.

Q: Can I convert Challan to Invoice later?
A: Yes. After goods issue completion, click Create Invoice to generate billing.

Q: What information is required?
A: Customer details, product list, quantities, transport mode, and shipping address.