Delivery challans
Send stock to a dealer or customer without selling it — issue a numbered challan, record what comes back, convert what they kept into an invoice, and see what is still out with parties.
Delivery Challans (/app/challans) — Stock sent to dealers without a sale — returned, billed or still out. Use a challan when goods leave the shop before they are sold: pieces sent to a dealer on approval, fabric sent to a customer to choose from, or stock lent to another shop.
Everyone with access can view challans. Issuing, recording returns, converting and cancelling need the Manager role or above. Challans have their own row, Delivery Challans, in module access.
Issue a challan#
- Click New challan — or, in Inventory, Stock out → To a party (dealer) (Opens a delivery challan — not a sale yet).
- Pick the Party (dealer / retailer) from your customers.
- Add product for each line and enter the quantity. Metre, yard and kilo products take part quantities such as 12.5.
- Click Issue challan.
The challan is numbered DC-00001, DC-00002 and so on. Issuing takes the goods out of stock, recorded in stock history as a challan going out.
Print it#
| Button | Prints |
|---|---|
| Print challan (PDF) | An A4 challan with your shop details, the party, the lines (plus the sales order number, transport and LR number for a challan dispatched from an order) and two signature blocks |
| Print on 80mm printer | The same challan on a thermal printer, or as an 80 mm PDF |
Both are marked DELIVERY CHALLAN — NOT A TAX INVOICE.
Record what comes back#
Record return takes back some or all of the goods; Everything came back fills in every line. Save return puts the stock back. When everything is back the challan becomes Returned.
Bill what the party kept#
Convert to invoice makes a draft invoice for whatever is still out, with GST worked out as on any other bill. The challan becomes Converted.
- Issuing that invoice does not take the stock out again — it already left with the challan.
- Its products and quantities are locked; price and discount can still be changed.
- Cancelling the draft invoice reopens the challan.
Challans do not count towards your plan's monthly invoice limit. The converted invoice does.
Cancel#
Cancel challan brings back everything still out and marks the challan Cancelled. Only an open challan can be cancelled, and only a cancelled challan can be deleted.
Statuses#
| Status | Meaning |
|---|---|
| Open | Goods are with the party (some may have come back) |
| Returned | Everything came back |
| Converted | Billed — see the linked invoice (Open invoices) |
| Cancelled | Called off; stock brought back |
The list#
Search by challan number or party name or phone, and filter by status. The list shows Challan, Party, Items, Status and With party — what is still out. Metres and pieces are listed separately, never added together. Pages show Page X of Y · N total with 10, 25 or 50 per page.
Stock with parties report#
Reports → More reports → 🚚 Stock with Parties (also linked from the Delivery Challans page) shows what is still out on open challans, by party, valued at selling price — the quickest way to see which dealer is holding what before you chase them.
Related#
Last updated 11/11/2026