Kindly open Delivery challan form given in sheet named with DELIVERY CHALLAN FORM and Fill mandatory details of customer and product in Pickup Challan Making Form (Refer to screenshot)
While making the Delivery Challan Form we need to keep in mind some things such as
1.Delivery Challan No :- It Must be in serial number as per your challan filling numbers for e.g Nitin Parmar is filling 3rd challan in lifelong then Nitin need to write in Delivery Challan No :- NP03 here "NP" stands for Nitin Parmar and 03 stand for thired challan in lifelong .
2.Challan Date :- Need to fill Challan making date i.e the date on which you are creating the challan.(Today Date)
3.Customer Name :-
4.Customer Product Pickup address :-
5.State :-
6 Pin code :-
7.Customer Mobile Number :-
8. Item Model Number :-
9. Itm Description :- Need to copy from Invoice of customer product (Reffer Image)
10. HSN :- Need to copy from Customer invoice.
11.Quantity :-
12. Amount :- Taxable Amount That mentioned in invoice
13. IGST Percentage (%) :- Need to update from Invoice that how much % IGST is in Invoice.It could Be (12%,18%) as per invoice.
14.IGST :- No need to change/Edit this feild (AutoChange).
Whenever the agent will file the details of the product and the customer in this form, all the details will automatically appear in the second form shown.
Agent need to save this form as a challan.
After making of challan covert that challan in PDF Form.
Choose PDF in Save as type for PDF Conversion.
After filling DELIVERY CHALLAN FORM
Please Fill Pickup form :- https://docs.google.com/forms/d/e/1FAIpQLSd-JaFT92bX5WlwRho2G3HSlTVCV2CHpFoDYA_NsQHZiK_WSA/viewform
Fill all mandatory fields. Also add Challan in PDF form that we made and saved in step 5.
Need to update on FD Fields :-
pending on pickup
status :- Pending on Pickup
Mail to customer for pickup. Also need to inform to the customer that pickup will be done within 7 to 10 working days.
We can also track Challan that we made via Sheet :-
https://docs.google.com/spreadsheets/d/1AX_XCAXp4P5zWanRdejGNiy6Vr-0SQ5uzhgkRh1JYog/edit#gid=0
we can check the status of the pick up from this sheet.