Search Retail Customer by Mobile Number in Sale Bill

YouTube: How to Search Retail Customer by Mobile Number in Sale Bill?

How to Search Retail Customer by Mobile Number in Sale Bill?

In this tutorial, we’ll show you how to quickly search for a customer using their phone number in Logic ERP.

Search Options in the Dropdown

In the Sales Bill Window, you’ll notice a dropdown menu that provides multiple options to search and identify existing retail customers.

The fastest and most reliable method is by using the mobile number.

Set Mobile Number as Default Search Filter

• Click on the Search option.

• Go to Configuration.

• Under Search For Dropdown, the default is set to First Name.

• Change it to Mobile Number.

• Close and reopen the Sales Bill window to refresh the changes.

• Now, the filter is set to Mobile Number by default.

Search for an Existing Customer

• Enter the mobile number in the search field.

• If the customer exists, their details will automatically populate in the respective fields.

• Proceed to generate the bill for the customer.

Add a New Customer

• If no record appears for the entered number, it means the customer is new.

• Simply enter their details and save them to the database.

• Proceed with bill creation for the new retail customer.

That’s how you can speed up customer searches using mobile numbers in Logic ERP.