{"id":1532,"date":"2021-07-30T05:43:28","date_gmt":"2021-07-30T05:43:28","guid":{"rendered":"https:\/\/help.nafhaa.com\/?docs=nafhaa\/sales\/challan"},"modified":"2021-08-17T06:37:29","modified_gmt":"2021-08-17T06:37:29","slug":"challan","status":"publish","type":"docs","link":"https:\/\/help.nafhaa.com\/?docs=nafhaa\/sales\/challan","title":{"rendered":"Challan"},"content":{"rendered":"\n
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Sales Challan is an agreement to sell the goods in which property\/ownership of the goods is not passed to the buyer till an Invoice is prepared. The customer has only the possession of the goods but he is not the owner of the goods. Before closing the year, you will be required to prepare bills from challans. You can\u2019t have any challans for which bill is not made.
Sale Challan does not create any impact on accounts but it affects Inventory. Creation of Sale Challan results in deduction of stock. This voucher can be as a whole, in part or in multiple be retrieved in the sale voucher.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n

Modules included in this module. We haven\u2019t shown Product as it is a default sub-section without which Proforma is incomplete.<\/strong><\/em><\/p>\n\n\n\n

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Here user can see the list of records already present in that form. Some common options like Excel export, PDF export, Filters, Detail view of Challan, bulk delete are provided here. These buttons\/options are visible only when the permissions or settings are enabled.<\/p>\n\n\n\n

Some fields in list are editable from list also, such as Status, source, Stage, Branch, Assigned to. Even these fields are editable only when certain permissions related to the fields are granted to the user else these are non-editable fields.<\/p>\n\n\n\n

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Product <\/strong>field will allow you to select a Product from Product Master which is already defined. This will also populate the required fields and yes, you modify that too.<\/p>\n\n\n\n

Code <\/strong>field will also work in the same way. Product and Code can used interchangeably. The action to this field is very much similar.<\/p>\n\n\n\n

Barcode <\/strong>field will allow you to add the product using a Barcode attached to a product. This will reduce your mouse clicks and tabs. This will perform the same action as that of Product and Code field.<\/p>\n\n\n\n

Reset of the fields like Quantity, MRP, Base price, Fright, Fin, Disc. %, Amt,  Tax details, Currency details, Warranty details can be set by the user based on his\/her business needs. These fields will be visible only when the settings or permissions are allotted to the user.<\/p>\n\n\n\n

Along with this, in this dialog, you have option for Currency Conversion, Purchase History for the selected product, Godown details of selected product, options are provided.<\/p>\n\n\n\n

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In this block, you have all the reference fields for module like Quotation, Sales Order. These fields will be automatically populated when you move an entry to Challan. Say, if you move an entry from Quotation to Challan, then Quotation Number and Date will auto populated. Quotation Number or any other numbers related to modules are setting dependent. If the Custom number setting is enabled in respective settings of module then, based on the setting the number will be populated.<\/p>\n\n\n\n

Rest all the fields are pretty self-explanatory.<\/p>\n\n\n\n

Nafhaa has provided you 4 attachment fields where you can upload required files.<\/p>\n\n\n\n

In this block, you have all the reference fields for module like Enquiry, Quotation, Challan, Sales Order and Purchase Order. These fields will be automatically populated when you move an entry to Proforma. Say, if you move an entry from Enquiry to Proforma, then Enquiry Number and Date will auto populated. Enquiry Number or any other numbers related to modules are setting dependent. If the Custom number setting is enabled in respective settings of module then, based on the setting the number will be populated.<\/p>\n\n\n\n

Next the Cashbook tab using which you add and entry to Cashbook regarding the Payment received by the customer against the Challan and the same can be done by enabling the switch as Link with Transaction. Cashbook dialog or window is very much the same as we have seen in actual Cashbook module.<\/p>\n\n\n\n

Generalized flow of Challan Module<\/em><\/strong><\/p>\n\n\n\n

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