Sales Orders & Delivery Challans

Between a quotation and an invoice, YSUITE offers two intermediate documents: Sales Orders for a confirmed but not-yet-invoiced order, and Delivery Challans for dispatching stock without invoicing yet.

Requires the MoneyPro module.

Sales Orders

A Sales Order confirms a customer's order — useful when there's a gap between confirming a sale and fulfilling or billing it.

1. Go to Sales Orders → + New Sales Order, or convert an accepted quotation directly into one.
2. Add line items, quantities, and pricing.
3. Save.

Converting a sales order

• Convert to Invoice — when ready to bill.
• Convert to Delivery Challan — when dispatching stock ahead of invoicing.
• Both support bulk conversion, for converting several sales orders at once.

Cancelling

Cancel a sales order that won't proceed; undo cancel to reverse that if needed.

Delivery Challans

A Delivery Challan records goods dispatched to a customer, moving stock immediately without raising an invoice.

1. Go to Delivery Challans → + New Delivery Challan, or convert a sales order into one.
2. Add the items being dispatched.
3. Save — stock reduces immediately.

Converting to invoice

Convert to Invoice once you're ready to bill for the dispatched goods — individually, or in bulk across several challans.

Content overrides

Both document types support a content override — adjust terms, notes, or header/footer text on an individual document without changing the shared template everyone else uses. See Document Templates.

Tips

• Use a Sales Order when a customer has confirmed but delivery or billing will happen later — it gives you a document to track against without inflating your invoice register early.
• Delivery Challans are what keeps "dispatched but not invoiced" visible in your stock and reports — see Stock Adjustments.