Van wise Sale/Dispatch management.

YouTube: Van Wise Sale / Dispatch Management

🚚 Van Sale and Dispatch Management in Logic ERP

Managing field sales through vans or mobile units presents unique challenges in inventory tracking📈, sales monitoring, and 🔄stock reconciliation. Logic ERP addresses these challenges with its powerful Van Sale and Dispatch Management feature💻✨.

This module helps businesses:

• 🧾Track stock sent out for delivery.

• 🛍️Record actual sales made in the market.

• 🔙Manage returns of undelivered goods.

• 📊Maintain accurate, real-time inventory across multiple locations (vans, warehouses, stores).

This step-by-step tutorial demonstrates how to use this feature effectively to manage daily dispatches, update delivery records, and ensure precise inventory reconciliation🔍✅.

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🛠️ Use Case Scenario

Imagine your business dispatches goods via 🚐Van No. 3 each morning to various market locations. Throughout the day, some products are sold📤, and some are returned❌ due to customer refusals. You need to:

• ✍️Record what was sent.

• 📜Update what was actually sold.

• 🔄Transfer the undelivered stock back to the main store.

Logic ERP provides an end-to-end workflow to manage this entire process seamlessly🌟.

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🎯 Tutorial Objectives

• Create and issue a sale bill to a van for dispatch🧾.

• Track and report the quantity dispatched and sold📊.

• Update bills based on actual delivery status✍️.

• Reconcile undelivered stock🧮.

• Generate reports to monitor field sales performance📈.

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📚 Step-by-Step Workflow

Step 1️⃣: Create the Sale Bill

Start by preparing a bill for the items being dispatched:

1. Navigate ➡️to the Billing Module in Logic ERP.

2. ➕Create a New Sale Bill.

3. 🧾Enter customer and item details.

4. 💾Save the bill.

💡 This sale bill acts as a dispatch note for the van—recording all items planned for delivery.

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Step 2️⃣: Issue the Bill to the Van

Once the bill is created, issue it to a specific van (treated as a virtual godown in Logic ERP):

1. Navigate to➡️: Transfer Daily Dispatch /Sale to Godown under Billing option.

2. 📅Enter the Dispatch Date.

3. 🚐Choose the Godown (Van)—e.g., Van No. 3.

4. 🗂️Select the relevant Bill Series.

5. Under the “Issue/Sale” option, choose Issue.

6. 💾Click Save.

⚠️ A prompt may appear: “This will delete all issues for godown Van-3 from your records. ” Click Yes to proceed.

📝 The system now considers the stock🛻 as physically issued to Van No. 3, and it's no longer available in the main godown.

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Step 3️⃣: View Dispatch Status via Reports

To review what was issued to the van:

1. Navigate to➡️: Reports/Queries, Expand the Sale Registers📂 option, then click➡️ on Go Down Wise Dispatch and Sale Report

2. Apply relevant filters:

   • 📅Date

   • 🚐Van (godown)

   • 📦Item or category

📊This report displays:

• Quantity issued to each van

• Quantity sold

• Remaining balance (undelivered items)

📊 This provides a clear snapshot of daily van activities and helps identify pending deliveries✅.

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Step 4️⃣: Update Bill with Actual Delivery Details

After the van returns, check if all items were successfully delivered. If some items were refused or undelivered:

1. 🧾Open the original Sale Bill.

2. ✍️Modify the quantity for undelivered items:

   • E.g., Change 2 cases to➡️ 1 case for any item partially delivered.

3. 💾Save the bill.

✅ This step ensures that actual field sales match with ERP records, maintaining data accuracy.

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Step 5️⃣: Finalize the Sale Record

Now, register the actual sale made by the van:

1. Go to➡️: Transfer Daily Dispatch /Sale to Godown under the Billing option.

2. 📅Enter the same date used for dispatch.

3. 🚐Select the same Godown (Van No. 3).

4. 🗂️Select the same Bill Series.

5. Under “Issue/Sale”, choose Sale.

6. 💾Save the document.

🧾 This tells the system that the sale is now finalized based on actual deliveries.

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Step 6️⃣: Recheck the Dispatch Report

Return to➡️ the Go Down Wise Dispatch and Sale Report:

• You'll now see:

  • 📦Issued Quantity (what was sent)

  • 🛒Sold Quantity (what was delivered)

  • 📋Balance (what was not delivered)

📦 For instance, if 2 cases were issued ➡️and 1 case sold, the remaining 1 case appears➡️ in the Balance column.

This makes it easy to track📈 unsold stock still held in the van.

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Step 7️⃣: Return Undelivered Stock to the Main Store

To complete the reconciliation:

1. Use the Stock Transfer➡️ feature in Logic ERP.

2. 🔄Transfer the Balance stock from the van (godown) back to the main godown.

3. 💾Save the transaction.

🎯 This step resets the van’s inventory to zero and returns undelivered goods to your main warehouse for future sales or redistribution.

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🚀 Benefits of Van Sale and Dispatch Management

Feature	Benefit
📦Dispatch Tracking	Know exactly what stock was sent with each van.
⏱️Market Sale Reconciliation	Update ERP records to reflect actual sales made in the field.
📋Undelivered Stock Handling	Seamlessly return and restock undelivered items.
📊Detailed Reporting	Track performance by van, date, item, or route.
🔥Inventory Accuracy	Prevent discrepancies and stock shortages due to poor tracking.

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🏁 Conclusion

The Van Sale and Dispatch Management module in Logic ERP is a total game-changer! By digitizing the entire workflow—from morning dispatch 🚚 to evening reconciliation 🔄—you can:

• Minimize errors ✏️

• Maximize efficiency and increase visibility ⚡

• Boost sales strategy 📈

• Keep customers happy 😊

Every movement is tracked, recorded, and reported — all within Logic ERP’s powerful system! 🧠💻

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