Area wise Billing for accurate Customer Selection

YouTube: Area wise Billing for Accurate Customer Selection

🌍📋 Area-Wise Billing in Logic ERP – Smarter Customer Selection!

Logic ERP offers an awesome Area-Wise Billing feature that helps businesses accurately select customers based on predefined account groups 🧾🔍. This boosts your billing speed ⚡ and accuracy 🎯! This feature enhances efficiency by narrowing down customer searches during billing.


🔓Enable the 'Group Name' Column

To activate area-wise billing, you first need to enable the Group Name column in the sale voucher configuration:

  1. 🧭Open Sale Voucher Configuration.

  2. 🧾Choose the Sale Bill Series that you are using for billing.

  3. ⚙️Navigate to Other Settings 1 to access advanced settings.

  4. 🔐Locate the section for Column Locks in the settings.

  5. ✅From the list, unlock the "Group Name" column.

  6. 💾Save the changes to apply this setting.

Now you're ready to use area-based customer filtering in your billing workflow! 🌐🧍‍♂️🧍‍♀️


🧾Using Area-Wise Billing in the Sale Bill Window

Once the Group Name column is unlocked, you can use it while billing:

  1. 📂Open the Sale Bill Window.

  2. 👀You will now see the Group Name field in the Header Details section.

  3. 🗂️While creating a bill, choose the respective group/area/category (e.g., North Zone, VIP Clients, etc.).

  4. 🧠After selecting the group, the account search list will only display customers belonging to that group.

✨ This feature ensures that your search is advanced and precise, this means no more scrolling through hundreds of names, allowing you to quickly find and select the right customer!


Conclusion:

The Area-Wise Billing feature in Logic ERP:

🚀 Streamlines customer selection. 🎯 Ensures accurate billing. 🧹 Minimizes errors and improves transaction management. 🧠 Simplifies account filtering.

By enabling the Group Name column, you make your billing process smarter, faster, and more efficient 💼📈!

Last updated