Inventory
Send goods to a customer
Dispatch goods with a Delivery Challan when they leave before the invoice.
Before you start
Who this is for
Dispatch and warehouse staff.
Before you start
- The customer and the items to send.
Steps
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Step 1: Start a Delivery Challan
Open Documents → New document and choose Delivery Challan / Dispatch.
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Step 2: Pick the customer
Choose the customer and the warehouse the goods leave from.
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Step 3: Add the items
Scan or search the items, or paste a list of codes and quantities. You can also copy lines from an earlier challan.
Tip: The checks panel warns you if an item does not have enough stock.
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Step 4: Post and print
Choose Save & post, then print the challan to go with the goods.
What happens next
Stock goes down in that warehouse, and the challan is waiting to be billed to the customer.
Questions
Do I need a challan if I bill straight away?
No. A sale with items in Billing or Smart Books moves the stock itself. A challan is for goods that leave before the bill.
Ready? Try it now.
Open Inventory in a new tab and follow along.