Challan POS
Challan POS lets a salesman bill shops from the goods on his open challan, so van stock turns into proper invoices with payment recorded.
Why and when you use it
In van sales the bill must be made at the shop counter, and it must come out of the stock the salesman is carrying, not the godown. Challan POS ties each bill to the open challan, so the evening settlement can compare what was taken, sold and returned. Salesmen use it on the route.
Before you start
- A challan issued to you (Challans / My Challans)
- Customers on your route added (Customers)
Step by step
- Open Challan POSOpen Challan POS from the sidebar under Stockivio ERP, on your phone or tablet.
- Pick your open challanChoose the challan you are selling from today.
- Choose the shopPick the customer you are billing. Check the name and GSTIN so their bill is correct.
- Add itemsAdd the products and quantities the shop is buying. You can only sell what is on your challan.
- Record paymentRecord how the shop paid: cash, UPI or on credit. On credit, the amount is added to the shop's balance.
- Save and share the billSave the bill and print it or send it to the shop, so they have the invoice.
- Repeat at each shopMove to the next stop and bill again from the same challan.
Worked example
At Gupta Kirana Store on 13 Nov 2026, Mr Gupta buys 30 tea, 15 detergent and 2 biscuit cartons from Ravi's van and asks for credit until the 25th.
- Ravi opens Challan POS and picks today's challan.
- He picks Gupta Kirana Store.
- He adds tea 250 g × 30, detergent 1 kg × 15 and biscuits carton × 2 (₹10,380 before GST).
- The bill comes to ₹12,000 including GST; payment: credit.
- He saves the bill and sends it to Mr Gupta.
Result: The bill is an invoice to Gupta Kirana Store for ₹12,000, the shop's balance goes up by ₹12,000, and the quantities are counted as sold from Ravi's challan.
💡 Tips
- Bill at the shop, not in the evening from memory.
- Record UPI as UPI, not cash; the settlement checks each mode separately.
- Give credit only within the shop's agreed terms; check its balance if unsure.
⚠️ Common mistakes
- Billing from Sales Invoices in the office for van goods. The challan will then show the goods as unsold.
- Picking the wrong shop with a similar name. Check the customer before saving.
सवाल
How is this different from Quick POS?
Quick POS sells from shop or godown stock at a counter. Challan POS sells from the stock on a salesman's challan.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Challan POS and pick the open challan.
- Scene 2: Choose Gupta Kirana Store.
- Scene 3: Add three items from the challan.
- Scene 4: Record payment as credit.
- Scene 5: Save and send the bill.