Customized Billing Formats can be defined

YouTube: Designer Printing Tutorial

🧾 Designing a Professional Sale Bill Print Format in Logic ERP 🎨🖨️

Designing a professional sale bill print format is essential for maintaining a structured and organized billing system🧑‍💼📋. This tutorial will guide you step by step on how to configure, design, and format your print layout using the Sale Bill Print Designer tool. By following these instructions, you will be able to create a customized and professional billing document tailored to your business needs💼🧠.

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🚀Accessing the Sale Bill Print Designer

1. 🖨️Under Continuous Printing➡️ option in the menu, you can find the option of Sale Bill - Print Designer and Printing.

2. ⚙️Navigate to the Configuration menu within the billing software.

3. ➕Click on Add New Print Format to create a custom template.

4. 📝Enter a Configuration Name for easy identification and save it.

5. 📋Select the configuration from the list and choose a Sale Bill format.

6. 🔄Click Refresh Data to update the available fields and proceed➡️to the Design🖌️option located next to the refresh button.

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📄Setting Up the Page Format

1. Open the File 🗂️menu and select Page Setup.

2. Define key attributes of the page, including:

   • 📏Page Size (A4, Letter, Custom, etc.)

   • ↔️Margins (Top, Bottom, Left, Right for proper alignment)

   • 🖼️Borders (Frame settings for a structured layout)

3. ✅Save the settings before proceeding to the design phase.

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🖼️Adding Headers and Footers

1. Under the View menu🔍, locate and enable the Header and Footer option.

2. Insert necessary information such as:

   • 🏢Company Name and Logo

   • 🧾Invoice Title (e.g., “Tax Invoice,” “Sale Bill”)

   • 📅Date, 🔢Invoice Number, and 👤Customer Details

3. 🎨Align and format the text using font customization tools.

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📊Inserting Tables & Adding Fields

1. 📋Navigate to the Table menu and click Insert Table.

2. Define the required number of rows and columns based on invoice elements.

3. ➕To add fields to the table:

   • 🧩Open the Properties menu.

   • 🔽On the right side, you will see fields related to the invoice details.

   • 🏢On the left side, you will find fields related to the firm’s details.

   • 🖱️Right-click on the desired field and select➡️ Insert Field to add it into the table.

4. 🔧Adjust the column widths and row heights to ensure clarity and alignment.

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✍️Customizing Fonts & Styles

1. 🎨Modify text appearance using font customization tools to adjust:

   • 🅰️Font Family (Arial, Times New Roman, etc.)

   • 🔠Font Size (To enhance readability)

   • Bold, Italics, and Underline (For emphasis on important details)

2. 🖼️To insert a company logo or image:

   • 🖱️Open the Insert menu.

   • 📂Select Image and browse for the company logo file.

   • 📐Adjust the image size and position as needed.

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🔲Formatting Table & Fields

1. ⚙️Right-click on a field and choose Field Properties to customize its format:

   • 📅Date formats (Preview available before finalizing selection)

   • 💰Numeric formats (Currency, decimal places, percentage, etc.)

2. 🧾To apply table borders and grid styling:

   • 🖱️Select the entire table.

   • Right-click and choose Table Properties.

   • 🧱Choose the preferred border thickness and style.

   • Confirm and apply the changes.

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📦Adding Item Details Section

1. 🧾Insert a new table under the Table menu.

2. ⚙️Enable the Bound Table option and access Settings.

3. Choose Bound Table: Item Detail.

4. ➕Click Add Columns and configure🔢 each column:

   • Serial Number: Set column type as "Serial Number" under Column Properties.

   • Add other necessary fields like 🧮 Quantity, Price, Item Name, etc. from the Bound Columns List.

   • ✏️Rename column headers and adjust column widths manually.

🧠Defining Column Types for Accuracy

• Columns can be enlarged and reduced simply by dragging it.

• It is also mandatory to define column type of each and every column according to the value they hold.

• All the fields expect the ones that hold a measurable value will be marked as following -:

• 🧾Dimension: Use for fields without measurable values (e.g., descriptions, item names, remarks).

• 💹Measure: Use for numeric fields (e.g., quantity, price, total amount).

• 📚Under Other Settings tab, you can find various options which will help you customize:

  • Background color🎨.

  • Border styles🧱.

  • Text alignment (horizontal/vertical)🧷 .

  • Fonts, styles, and sizes

• Enable Grand Total option🧮 by marking it as true and the grand total row will start appearing in the grid to display a summary at the end of the item list.

• Enable↔️ Fit to Page Width/Height✅ by marking it as true to adjust column sizes automatically according to the page size.

• Click on Ok button to save the grid settings.

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💰Adding Tax Details Table

1. ➕Insert another Bound Table📊 and select Tax Details🧾.

2. Add required columns following the same method as the item details table🎨 .

3. Customize the tax summary layout for better clarity.

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🖨️ Print Preview & Optional Settings

1. Under the Options menu⚙️, enable Preview Settings to optimize the print output.

2. Activate settings such as:

   • ✅Allow Optional Lines in Printing (For selective content display)

   • 🚫Skip Blank Values:

     • Click🖱️on any field, then go to Options to Enable "Skip the line if the value is blank" option to avoid empty lines in the final print.

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🧮Using Expression Designer for Custom Fields

1. 🔧Open Expression Designer to create custom calculated fields.

2. There are various functions🧰available to design a field or perform minor calculations. Choose from pre-defined functions such as:

• 🔤Convert to Words (Automatically converts numerical values into words, useful for total amounts in words)

• ➕Concatenation Functions (Combine multiple fields into one string)

• 📈Mathematical Calculations (Apply tax, discount, or other formulas dynamically)

1. Insert📝 the necessary field inside the function braces and execute it.

2. Save the expression with a unique name and insert➕ it into the table.

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✅Finalizing the Layout

1. 📋Add a table at the bottom for Terms & Conditions.

2. 🎯Ensure all sections are well-aligned and formatted for clarity.

3. 💾Save the layout before exiting to prevent data loss.

4. 🖨️Preview the print format to verify design accuracy and completeness.

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🎉 Conclusion

By following these steps, you can design a professional and customized sale bill print format in Logic ERP that:

✅ Customizable tables. 📊 Improves structure and formatted fields. 🖨️ Delivers print-ready, error-free invoices. 📈 Tailors every bill to your business needs!

We hope this comprehensive tutorial assists you in achieving a seamless and structured billing format.