Other Actions in Delivery Challans
Let us take a look at some of the actions that can be performed on a delivery challan in Zoho Books.
Edit Delivery Challan
You can edit the details of a delivery challan. Here’s how:
- Go to Sales > Delivery Challans.
- Select the delivery challan you want to edit.
- Click the pencil icon on top of the page.
- Make the required changes.
- Click Save.
Download as PDF
You can download a delivery challan as a PDF. Here’s how:
- Go to Sales > Delivery Challans.
- Select the delivery challan you want to download.
- Click the PDF icon on top of the page.
Print Delivery Challan
You can print the details of a delivery challan. Here’s how:
- Go to Sales > Delivery Challans.
- Select the delivery challan you want to print.
- Click the print icon on top of the page.
- Check the preview and click Print.
Attach Files to Delivery Challan
You can attach files to your delivery challan. This can be done through:
- Drag & Drop: Upload files from your device’s local storage (a maximum of 5 files, each of 5 MB).
- Cloud: Upload from cloud storage services like Zoho WorkDrive, Google Drive, Dropbox, One Drive, etc.
To attach files to a delivery challan:
- Go to Sales > Delivery Challans.
- Select the required delivery challan.
- Click the attach icon on top of the page.
- Select the desired option and attach your file(s).
Delete Delivery Challan
You can delete a delivery challan recorded in Zoho Books. Here’s how:
- Go to Sales > Delivery Challans.
- Select the delivery challan to delete.
- Click More > Delete.
- Click Delete again to confirm.
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