Link Retail Customers with Sales 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 with 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 or select the product.

• Proceed with billing without entering any retail customer details.

• Enter the payment information.

• Save the bill.

Result:

The sales bill is generated successfully without a retail customer linked.

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Link a Retail Customer to an Existing Bill

For a faster and more efficient process, use the dedicated linking feature:

• Open the Link Retail Customers with Bills module.

• Select the bill number to which you want to link a retail customer.

• Click OK.

• Select the bill and click Link Retail Customer.

• Choose the appropriate retail customer from the list.

• Click OK.

• Confirm the action by clicking Yes on the update confirmation message.

Result:

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

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Verify the Update

• Open the same Sales Bill.

• Review the customer details section.

You will notice that the retail customer information has been updated correctly in the bill.

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Summary

• Retail bills can be generated without customer details

• Existing bills can later be linked to retail customers

• Dedicated module ensures quick and accurate linking

• Customer details are updated instantly in the sales bill