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How to Create a Delivery Note (Delivery Challan) in Catalystk

A delivery note, also called a delivery challan (DC), goes with the goods when you dispatch an order. With Catalystk's free delivery challan software you can create a delivery challan online from a sales order in a few clicks: the items, quantities, taxes and addresses fill in automatically, and you add the mode of transport, vehicle number and delivery date. Deliver the full order or a partial delivery – stock is updated when you save. Then print the delivery challan in a ready delivery challan format (or save it as a PDF from the print window), free, and generate an e-way bill when you need one.

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A printed delivery challan – ready to send with the goods.

A printed delivery challan – ready to send with the goods.

Before you start: save the sales order first, and make sure the items are in stock – Catalystk checks the available stock when you save the delivery note.

Step 1 · Open the form

Open Delivery Notes and click New Delivery Note

Every delivery challan starts from the Delivery Notes list.

  1. 1

    Go to Sales → Delivery Notes

    In the left menu, open Sales and click Delivery Notes.

  2. 2

    Click New Delivery Note

    Click the green New Delivery Note button. The form opens with Search Options at the top.

Sales → Delivery Notes, then New Delivery Note (highlighted in red).

Sales → Delivery Notes, then New Delivery Note (highlighted in red).

Step 2 · Load the order

Load the sales order into the delivery challan

Pick the sales order and Catalystk copies the items for you.

  1. 3

    Search the Sales Order No.

    In Search Options, type the sales order number in Sales Order No. and select it. You can also search by Work Order No. or Job Orders No.

  2. 4

    Check the quantities

    The items, quantities, taxes and billing and shipping addresses fill in. Lower a quantity to make a partial delivery – Catalystk stops you if you try to deliver more than is left on the order.

Step 3 · Delivery details

Add the delivery date and transport details

Record how and when the goods are sent.

  1. 5

    Fill in the delivery details

    Check the DC Number and Date, then add the Delivery Date, Mode of Transport, Vehicle No, transporter name and any Special Instructions.

  2. 6

    Click Save

    Click Save. The delivery challan is created and the delivered quantity is updated on the sales order.

Delivery note details – mode of transport and billing details (highlighted in red).

Delivery note details – mode of transport and billing details (highlighted in red).

Step 4 · Print

Print the delivery challan or save it as PDF

Your delivery note looks like the sample at the top of this page.

  1. 7

    Preview and print

    Click Preview to check it, then Print. To keep a copy, choose Save as PDF in the print window. Use Print Settings to choose what appears on the printed challan.

  2. 8

    Generate the e-way bill (if needed)

    For goods that need an e-way bill, click E-Way Bill on the saved delivery note. The way bill number is added to the challan.

Delivery challan format

Delivery note vs delivery challan vs invoice

Three documents that are easy to mix up – here is what each one is for.

Difference between a delivery note, a delivery challan and an invoice
DocumentWhat it is forShows prices & tax?
Delivery noteGoes with the goods so the customer can check and sign for what was deliveredNot required
Delivery challan (DC)The usual name for a delivery note in India – same document in CatalystkNot required
InvoiceThe bill you raise to get paid, with GSTYes

Ready to bill? See how to create an invoice from a sales order.

Tips

Tips for faster deliveries

  • Deliver in parts? Make one delivery note per dispatch – the sales order's Pending Details tab shows what is still to be sent.
  • Use Print Settings once to choose the layout of every printed delivery challan.
  • Add the vehicle number and transporter so your team can trace any delivery later.
  • Generate the e-way bill from the saved delivery note to avoid typing the details again.
FAQ

Frequently asked questions

What is a delivery challan?

A delivery challan (DC) is the document that goes with the goods when you dispatch them, listing the items and quantities delivered. It is also called a delivery note.

Can I create a delivery challan from a sales order?

Yes. In a new delivery note, search the Sales Order No. and the items, quantities, taxes and addresses fill in automatically.

Can I deliver only part of an order?

Yes. Lower the quantity before saving. Catalystk keeps track of what is still pending and does not let you deliver more than was ordered.

Does a delivery note reduce stock?

Yes. Saving the delivery note updates the stock of the delivered items, and Catalystk checks that enough stock is available.

Can I download the delivery challan as a PDF?

Yes. Click Print and choose Save as PDF in the print window to keep a PDF copy of the delivery challan.

Can I generate an e-way bill from a delivery challan?

Yes. Open the saved delivery note and click E-Way Bill. The way bill number is then shown on the challan.

Is the delivery challan software free?

Yes. Delivery notes are part of Catalystk's free plan – nothing to download or install.

What's next: bill the customer – create an invoice from the sales order.

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