Link Retail Customers with Bills

YouTube: How to Link Retail Customers with Sales Bills After Saving?

How to Link Retail Customers with Sales Bills After Saving?

In this tutorial, we will learn how to link a retail customer to an already generated sales bill in Logic ERP.

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Generate a Retail Bill Without Customer Details

• Open the Sales Bill module.

• Scan the product and proceed with billing without selecting or entering any retail customer details.

• Enter the payment information.

• Save the bill.

The sales bill is now generated without any retail customer linked to it.

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Link a Retail Customer with an Existing Bill

You can link a retail customer either by modifying the bill or by using a faster and more efficient method.

Recommended Method: Link Retail Customer with Bills Module

• Open the Link Retail Customers with Bills module.

• Select the bill to which you want to link a retail customer and click OK.

• Select the bill again and click on Link Retail Customer.

• Choose the required retail customer from the list.

• Click OK.

• Click Yes on the confirmation message to update the retail customer.

The retail customer is now successfully linked to the selected sales bill.

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Verify the Updated Sale Bill

• Open the Sales Bill module.

• Search and open the updated bill.

As observed, the retail customer details are now correctly reflected in the sales bill, confirming that the linking process has been completed successfully.

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Conclusion

This feature allows you to:

• Generate quick retail bills without customer details

• Link customers later for accurate reporting and tracking

• Maintain clean customer-wise sales records in Logic ERP