Delivery challans

Send goods out without an invoice, such as for job work, supply on approval, a branch transfer or samples, and track them until they come back or are billed.

Create a delivery challan

1. Go to Sales › Delivery Challans and click + New Delivery Challan.
2. Choose the customer, or type a name such as your branch.
3. Choose the Challan type: Job work, Supply on approval, Branch transfer, Samples / exhibition or Others.
4. Check the Date and Number, and the Place of supply.
5. Add the Transporter, Vehicle / LR number and Delivery address if the goods are going by road.
6. Add the items and quantities. Choose whether the rates are Without tax or With tax.
7. Click Save challan.

Print or email the challan as a PDF to go with the goods.

What happens to stock

You choose this once under Settings › Business settings › Stock tracking › Goods on delivery challans:

• Stay in stock, reserved: the goods are still yours. They stay in stock, shown as committed so they aren't sold twice, and leave stock when the challan is invoiced.
• Leave stock with the challan: stock on hand matches what's on your shelves. Goods go out when the challan is saved and come back when they're returned.

Either way, each item shows how much is out on challans.

When the goods come back or are sold

Open the challan:

• Record return for goods that came back.
• Create invoice to bill the customer for goods they're keeping.

In Ellibo Accounting

If you also use Accounting, its Sales › Delivery Challans lists these same challans, with their status, so your accountant sees them without an Inventory login. New challans are made here, in Inventory. Challans made in Accounting before you started Inventory are listed at the bottom of this page under Earlier challans.