1. Kladana
  2. Sales & Purchases
  3. Sales Workflow

Delivery Challan

A Delivery Challan is a document created during the transportation of goods, which may not necessarily result in a sale. There are two ways to create a Delivery Challan:

  • Delivery Challan based on Shipment — use it if you are shipping job work outside the company or transporting goods on a sale or return basis.
  • Delivery Challan based on Transfer — use it if you are transferring job work or products from one warehouse to another, which you are tracking in Kladana.

First, create custom fields in transactions:

  1. In the Kladana workspace, click on the user icon and select Settings.
  2. Click +Lists to create a new list.
    add a new list.png
  3. Enter the name of the list — Challan type. Click Save. Kladana will automatically reboot.
    create Delivery Challan list.png
  4. Navigate to the Challan type list and add as many challan types as you need. Click +Challan type. Enter the name of the type, SKU, and description if necessary. Click Save.
    create challan types.png
  5. Select Sales → Shipments or Inventory → Transfers, click Screenshot 2024-05-21 at 10.17.24.png, and create custom fields — Challan type and Reference number:
    • In the Custom Field section, click +Field, specify Type — Dataset, and select Challan type.
      create Challan type field.png
    • In the Custom Field section, click +Field, specify: Name — Reference number, Type — Integral number.
      create Reference number field.png
    • Click Save. Kladana will automatically reboot.
  6. Click +Shipment or +Stock Transfer. Now you can specify the challan type and its reference number in Shipments and Transfers.
    shipment with new custon fields.png

Then, add the Delivery Challan print templates to the Shipments or Transfers.

  1. Download the print templates — for a Shipment or for a Transfer.
  2. In the Kladana workspace, select Sales → Shipments or Inventory → Transfers.
  3. Select any transaction in the list.
  4. Click Print, select Template Settings in the dropdown menu, and click Add template in the Print Forms for Shipment/Print Forms for Stock Transfers section.
    add template.png
  5. Upload the templates from your computer.
  6. Click Save.

To print a Delivery Challan based on a Shipment or Stock Transfer:

  1. In the Kladana workspace, select Sales → Shipments or Inventory → Transfers.
  2. Select the transaction in the list.
  3. Click Print and select a Delivery Challan in the dropdown menu. print delivery challan.png