A Delivery Challan is a document that is issued when goods are being transported from one place to another, which may or may not result in a sale. Delivery Challans are sent along with the shipment of goods. 

When is a Delivery Challan issued?

• When the quantity of goods delivered is not known at the time of dispatch. For example, a supply of liquid gas.
• When transporting goods for reasons other than sales. For example, when transferring goods from one warehouse to another.
• When supplying goods for Job Work.
• When goods are transported in a semi-assembled state or completely in parts.

Let’s see how delivery challan works in Xserp.

Create Delivery Challan

To create a new delivery challan:

• Go to Stores >> Delivery Challan.
• Click the + Create button in the top right corner of the page.
• Fill in the required details.

Fields	Description
Tags	Enter the keyword here
Project	You can create and choose the project to which this material belongs to or choose internal as default
Type	Select the purpose for which the challan is being created. Either delivery challan or Job work DC
Party	Select the customer for whom you want to create a Delivery Challan
Return date	Select the date when the material has to be returned to your firm
OA number	Enter the Order Acknowledgement number for reference if available
PO No or JO No	Enter the Purchase Order or Job order number of the customer/vendor for reference, if available
PO Date	Choose the date of the customer’s PO
Delivery address	If the delivery address is different from the billing address then enter here
Material	Select the items for which you want to create the delivery challan
Hsn code	HSN code will auto-populate from the material masters
Quantity	Enter the quantity
Rate	Enter the rate of the material
Payment terms	Enter the payment terms if needed
Tax	Enter the tax if needed
Remark	Enter remark if needed
Notes	Information that you enter here will reflect in your DC

Note : Fields with (*) marks are mandatory.

Note: Material can be added base on the maximum issue level.

• Click Save.
• Saving will redirect to DC page. 
• The entry made will be initially in the Pending status and a draft number will be generated.
• Click Pending, PDF file of the Delivery challan will be displayed.
• Check the DC and click Approve to proceed  or Reject to delete the  DC permanently. 

Other Actions in Delivery Challans.

Let us take a look at some of the actions that can be performed on a delivery challan in Xserp.

Edit Delivery Challan

You can edit the details of a delivery challan. Here’s how:

• Go to Stores >> Delivery Challans.
• Select the delivery challan you want to edit.
• Click the Pencil icon.
• Make the required changes.
• Click Save.

Download as PDF

You can download a delivery challan as a PDF. Here’s how:

• Go to Stores >> Delivery Challan.
• Select the delivery challan you want to download.
• Click its Status, PDF file will open.
• Click the Download icon on top of the page.

Print Delivery Challan

You can print the details of a delivery challan. Here’s how:

• Go to Stores >> Delivery Challans. 
• Select the delivery challan you want to download.
• Click its Status, PDF file will open.
• Click the Print icon on the top, select the copy type, click Print icon.
• Check the preview and click Print.