Sales Challan / Convert Challan Flowchart in SwilERP

Sales Challan / Convert Challan Flowchart in SwilERP

Overview:

A Sales Challan is used when goods are delivered, but the invoice is to be generated later. This is common for bulk orders, B2B deals, or deliveries done in parts. SwilERP helps you generate a sales challan and later convert it into a proper sales invoice with just a few clicks.


Steps to Create a Sales Challan in SwilERP:  

Go to the Sales menu → Select Sales Challan → Enter the Customer Name, Product Details, and Delivery Location → Click Save once the goods are dispatched.

 

Steps to Convert Sales Challan to Invoice in SwilERP: 

Go to the Sales menu → Select Convert Challan to Invoice → Choose the Customer and select the relevant Challan(s) → Review and make any required edits → Click Save to generate the Sales Invoice.

 

Form Name: Sales Challan / Convert Challan to Invoice


Prerequisites:
  • The product must be ready for delivery before creating a challan

  • The challan must be properly saved to show up in the conversion screen

  • Any pending challans for the same customer will be shown for easy selection



Image of Create Challan Invoice:


Image of Convert Challan Invoice:





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