Quotation, sales order, delivery challan and invoice

You do not need every document. Use the ones that fit how you sell.

What each is for

• Quotation (Sales > Quotations): an offer of prices. It creates no sale and does not touch stock.
• Sales order (Sales > Sales Orders): what the customer has ordered. A confirmed order reserves stock, so the counter cannot sell those units.
• Delivery challan (Sales > Delivery Challans): a record of goods that left before you issue the invoice.
• Invoice (Sales > Invoices): the sale itself, with tax.

Convert instead of retyping

1. Open Sales > Quotations. On the quotation's row, open the actions menu and choose Convert to Invoice. This is only offered while the quotation can still be converted.
2. Open Sales > Delivery Challans. A challan also has a Convert to Invoice action.
3. Check the customer, items and quantities on the new invoice before you save. If only part was delivered, fix the quantities.