Sales Delivery Notes#

A Sales Delivery Note (SDN) records that you physically shipped goods to a customer. Every dispatch is an SDN. In Indian practice this is also called a delivery challan — Neriyam's SDN serves the same purpose.

An SDN always references a sales order (or lines from one). Posting an SDN:

• Reduces stock at the warehouse the material ships from
• Updates the linked SO line's Delivered Qty
• Moves the SO's overall Delivery Status toward Fully Delivered

Where it sits in the flow#

Sales Order (approved)  →  Sales Delivery Note(s)  →  (optional) Sales Return

You can post multiple SDNs against a single SO as shipments happen in parts.

How it is built#

Under the hood, an SDN is a stock entry with transaction type SPD. It looks and behaves like other stock entries — a header with customer and reference details, and one or more lines each drawing from an SO line.

Creating a sales delivery note#

1. Navigate to Sales › Sales Delivery
2. Click + New Sales Delivery
3. Pick the Customer
4. Pick one or more Sales Order lines to draw from (Neriyam helps you filter by customer)
5. For each line, enter the Quantity being shipped now and confirm the Warehouse (source).
6. Add any Remarks for the dispatch.
7. Click Save as Draft — you land on the detail page.
8. On the detail page, review and click Submit for Approval when you are ready to post — only a submitted SDN affects stock and updates SO status.

The create page only has Cancel and Save as Draft buttons; the Submit for Approval action lives on the detail page once the draft exists.

Line fields#

What happens when you submit#

• An outward stock ledger entry is posted in the source warehouse, reducing balance quantity and balance value
• The SO line's Delivered Qty increases by this SDN's quantity
• The SO's Delivery Status recomputes (ND → PD → FD)
• The SDN gets its own code from the SDN numbering series

Who can do what#

Ownership and valuation#

SDN ships your own material only — the line reduces your stock value at the current moving-average cost. Customer-supplied material (returning job-work output to the customer) does not flow through SDN; it has a dedicated Job Work Delivery path planned for a future release. See Stock ownership.

Cancelling an SDN#

Submitted SDNs can be cancelled. Cancellation reverses:

• The outward stock entry (stock flows back in at its original rate).
• The SO line's Delivered Qty.
• The SO's Delivery Status.

Cancellation requires permission and leaves a clean audit trail in the stock ledger (the original posting remains, with a reversal entry).

If a Sales Return (SPT) references this SDN's lines, cancellation is blocked until the SPT is cancelled first. The error names the dependent SPT(s). Cancel from the leaves up.

Partial and multiple deliveries#

You can post any number of SDNs against a single SO. Typical pattern:

The SO's overall delivery status moves along as lines progress.

List page#

• Search by SDN code or customer
• Filter by date range, warehouse, status
• Click through to the detail page
• Row menu includes View PDF, Edit (if Draft), Submit, Cancel (if Submitted)

Printing#

Click View PDF to generate a delivery challan PDF. It shows:

• Your company header (with logo and GSTIN if applicable)
• Customer billing/shipping addresses
• Line items with quantities, rates, and tax (if applicable)
• Reference SO code
• Dispatch date and driver / vehicle notes (if captured in remarks)

Related#

• Sales Orders — the parent document
• Sales Returns — if goods come back
• Stock ownership
• Stock valuation — what the SDN does to your cost basis

FAQ#

Can I ship more than the SO ordered?
No — quantity on an SDN line is capped at the pending quantity of the SO line. If you legitimately need to ship extra, increase the SO line first (only possible if SO is still in Draft, or by cancelling and recreating).

Can I ship from a different warehouse than the SO's line shipping location?
Yes — the warehouse on the SDN line is the actual source, which can differ from the SO line's planned shipping location. This handles last-minute reallocation.

What if the SO is cancelled after I have shipped some of it?
Submitted SDNs stay — you cannot "un-ship" material that has physically left. The cancelled SO keeps the delivery history. You would typically issue a credit for anything not paid.

Where does stock actually leave from?
From the warehouse chosen on each SDN line. That warehouse's balance drops. The customer takes physical custody.

Validation rules#

A Sales Delivery Note (SDN) entry can only be created/submitted when these rules are met:

Item requirements

• All items must be sellable (is_sellable = true) AND stockable (is_stockable = true).

Quantity

• Positive entered by the user; the system records as outward (stock decreases).
• Available stock for (item, warehouse, owner) must be ≥ quantity — the entry blocks if it would push a balance negative.

Document linkage

• A Sales Order link is required. Every SDN must come from an SO; there is no free-form SDN path.

Header

• Customer is required and matches the SO customer.

Ownership

• Own only. Customer-owned material returns to the customer via Job Work Delivery (planned), not via SDN.

Approval state

• The customer and all items must be Approved to be selectable.

If a rule is violated, submission fails with a specific error naming the line and the problem.