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: