YouTube: How to Enforce Mandatory Selection of Sale Bill Against Sale Return Items ?
Managing sales returns effectively is key to keeping your records accurate ✅ and your operations smooth 🚀. Logic ERP allows you to view the sale history of items during sales returns, ensuring precise and error-free processing 📊.
This tutorial will guide you through the step-by-step process of enabling and utilizing this feature.
🔧Navigate to the Sale Voucher Configuration in Logic ERP.
🧾Select the Relevant Billing Series to apply the setting.
✅Enable the option: Tick the Check box for "Prompt Sale History for Each Item in Sale Return."
💾Save the configuration changes to apply the setting.
Once this setting is enabled, the system will automatically prompt the sale history window during sales return transactions, helping users retrieve historical sales details easily🔍📋.
A valid sales bill🧾must be created before a sales return can be processed. To generate a sales bill:
📦Go to the Sales Module and select the option to create➕ a new sales bill.
✍️Enter the required details, including customer information, item details, quantity, price, and applicable taxes.
✔️Save the sales bill once all details are verified.
This bill will serve as a reference🔗 for future sales return transactions and allow the system to track historical item sales🗃️.
Once a customer requests a return, follow these steps to record it:
Before processing a sales return, a valid sales bill must be generated✅.
🔄 Access the Sales Return module and click "Enter Return."
📦Select the product being returned and choose the corresponding Lot.
👀View the Customer and Item-wise Sales History window that appears.
This window provides a detailed overview of past sales transactions🗂️ related to the selected customer and item. (This feature is enabled by the setting configured in Step 1.)
🔍Select the appropriate Document Number for the original sale to ensure accurate return processing.
🆗Click OK to confirm and proceed with the return.
This feature simplifies the process by providing quick access to past transactions, reducing errors❌, and ensuring the return is properly linked to its original sale📘.
Enabling “Prompt Sale History for Each Item” in Logic ERP:
🛡️ Ensures accurate return processing. 📉 Reduces errors. 🚀 Enhances efficiency. 😊 Improves customer service.
Perfectly streamlined returns, every time! 🔄🧾✨
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