Adding, Editing, Deleting, Cancelling & Printing Delivery Challan (DC) - Against Reservation

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Adding, Editing, Deleting, Cancelling & Printing Delivery Challan (DC) - Against Reservation

 A DC (Delivery Challan) is a document created during the transportation of goods from one place to another which may or may not result in sales. This is sent along with the shipped goods. It contains the details of the items shipped, quantity of those goods, buyer and delivery address. 

Sometimes goods need to deliver from previously reserved items. When goods need to deliver to the destination site against Sales Order and Confirmed Pick List, then Delivery - Against Reservation need to be created. 

This article describes the process of manage Delivery - Against Reservation in Ginesys Web.


The workflow for Delivery Against Reservation

Once GRC and Put Away are done, The following workflow must be followed for Delivery Against Reservation -

Create the Sales or Transfer Order which has Reservation Required checkbox enabled.

Create a Reservation

Create a Pick List

Confirm Pick List

Create a Delivery Against Reservation

Prerequisites

  1. The users' role must have access to the Add app operation in the Delivery-Against Reservation feature in Sales & Distribution - Operation - Packing through Roles in Ginesys Web - Admin - Security.

  2. Document Numbering Scheme must be present for the module.

  3. The masters must be present - Item, CustomerAgent, etc.

  4. Pick List must be created.

Step-by-step guide

The process is divided into the following steps:



Prerequisites

  1. The users' role must have access to the Edit app operation in the Delivery-Against Reservation feature in Sales & Distribution - Operation - Packing through Roles in Ginesys Web - Admin - Security.

  2. Delivery Challan must be created.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web > Sales & Distribution - Operation - Packing > Delivery - Against Reservation through 

  2. Delivery Challan (Against Reservation) will open.

  3. List of already created Delivery Challan will appear.

  4. Select the one Delivery Challan you want to edit.

  5. You can use Filter to search particular Delivery Challan(s).

  6. Go to Action > Edit.


  7. Edit Delivery Challan (Against Reservation) window will open.

  8. All the details will be populated.

  9. You can Change Destination Site. According to the destination Site, others details will be populated.

  10. You can Add new Item and Item Set in the Delivery Challan in Edit Mode same as Add Mode.

  11. You can Delete Items from Delivery Challan in Edit Mode.

  12. Click on the Save button to save the modified Delivery Challan.

Prerequisites

  1. The users' role must have access to the Delete app operation in the Delivery-Against Reservation feature in Sales & Distribution - Operation - Packing through Roles in Ginesys Web - Admin - Security.

  2. Delivery Challan must be created.

  3. Delivery Challan must not be canceled.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web > Sales & Distribution > Operation > Packing > Delivery - Against Reservation through 

  2. Delivery Challan (Against Reservation) will open.

  3. List of already created Delivery Challan will appear.

  4. Select the one Delivery Challan you want to edit.

  5. You can use Filter to search particular Delivery Challan(s).

  6. Go to Action > Delete

  7. You will get a message - "Document once deleted cannot be retrieved. Do you want to delete this document?"

  8. If you click on Yes, you will get a confirmation message "<Delivery Challan No:> - Successfully deleted".



Prerequisites

  1. The users' role must have access to the Cancel app operation in the Delivery-Against Reservation feature in Sales & Distribution - Operation - Packing through Roles in Ginesys Web - Admin - Security.

  2. Delivery Challan must be created.

  3. Delivery Challan must not be canceled.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web > Sales & Distribution > Operation > Packing > Delivery - Against Reservation through 

  2. Delivery Challan (Against Reservation) will open.

  3. List of already created Delivery Challan will appear.

  4. Select the one or more than one Delivery Challan you want to cancel.

  5. You can use Filter to search particular Delivery Challan(s).

  6. Go to Action > Cancel.

  7. You will get a warning message - "Do you want to Cancel the Delivery entry?"

  8. If you click on Yes, the Delivery Challan will be canceled and you will get a message - "<Delivery Challan No:> - Successfully cancelled."



Prerequisites

  1. The users' role must have access to the Print Packet Barcode app operation in the Delivery-Against Reservation feature in Sales & Distribution - Operation - Packing through Roles in Ginesys Web - Admin - Security.

  2. Delivery Challan must be created.

  3. Delivery Challan must not be canceled.

  4. Printer must be installed and attached to the network.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web > Sales & Distribution > Operation > Packing > Delivery-Against Reservation through.

  2. Delivery Challan (Against Reservationwill open.

  3. List of already created Delivery Challan will appear.

  4. Select the one or more than one Delivery Challan you want to print.

  5. You can use Filter to search particular Delivery Challan(s).

  6. Go to Action > Print Packet Barcode.

  7. Barcode Print window will open.

  8. Select Printer from the drop down list.

  9. Select the Type of the Printer

  10. Put in the Config Name.

  11. Select the Print Quantity.

  12. Click on the Print button.

  13. The Barcode of the selected Delivery Challan items will be printed in the selected printer.

Prerequisites

  1. The users' role must have access to the Print app operation in the Delivery-Against Reservation feature in Sales & Distribution - Operation - Packing through Roles in Ginesys Web - Admin - Security.

  2. Delivery Challan must be created.

  3. Delivery Challan must not be canceled.

  4. Printer must be connected to the device.

Step-by-step guide

The steps are as follows:

  1. Go to Ginesys Web > Sales & Distribution > Operation > Packing >  Delivery-Against Reservation through 

  2. Delivery Challan (Against Orderwill open.

  3. List of already created Delivery Challan will appear.

  4. Select the one or more than one Delivery Challan you want to print.

  5. You can use Filter to search particular Delivery Challan(s).

  6. Go to Action > Print.

  7. The Delivery Challan(s) will be printed.