Add Transporter Details in Sale Bill

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How to Add Transporter Details in Sale Bill?

In this tutorial, we’ll guide you through the process of adding transporter details while creating a sales bill in Logic ERP.

Enter Transporter Details During Billing

• Begin by generating a Sales Bill.

• In the Other Details section, you’ll find fields for Transporter Details.

  • If these fields are not visible, Navigate to Sale Voucher Configuration.

  • Select the relevant Billing Series → open Column Locks → unlock the required transporter fields.

Once enabled, the transporter fields will appear on the billing screen.

Select or Create Transporters

• In the Transporter Name dropdown, you’ll see a list of transporters already created in the system.

• To set up new transporters:

  • Navigate to Setup\Setup Accounts and then select "Setup Transporters".

  • Create a new transporter and enter the required details.

• After setup, return to the billing screen and select the transporter.

• Save the sales bill.

You can also directly enter Transporter Mode and Vehicle Number. The dropdown will display previously created entries for quick selection.

Review Transporter Details in Sales Report

• Open the Sales Report to track transporter details against the bill.

• As you can see, the transporter details are now accurately reflected.

Set Default Transporter for Customers

• Instead of selecting a transporter every time, you can set a Default Transporter while creating or editing a customer account.

• Assign the transporter name under the party details.

• During billing, the transporter will automatically appear for that customer.

Add Transporter Details for Multiple Parties

• Navigate to Setup\Set Other Account Details and then select "Enter Customer/Supplier wise Other Details".

• Select the accounts where you want to add transporter details → click Refresh.

• Enter data by pressing the Spacebar on the column.

• To apply the same value to the entire column, press F2, enter the transporter name, and it will auto-fill the column.

• Repeat the same process for Transporter Mode and Vehicle Number.

• Save the details.

During billing, the transporter details will now appear by default for all selected parties.

This is how you can configure, enter, and automate transporter details in Logic ERP for both individual and multiple parties.