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Default Doc Prefix

YouTube: How to Configure the Default Document Prefix in Packing Slip–Delivery Orders?

How to Configure the Default Document Prefix in Packing Slip–Delivery Orders?

In this tutorial, we will learn how to define a Default Document Prefix for Packing Slip entries in Logic ERP. This feature allows users to configure multiple document prefixes and select the required prefix while creating a Packing Slip.


Objective of This Feature

  • Define a default document prefix

  • Configure multiple document prefixes

  • Select the required prefix during Packing Slip entry

  • Maintain organized document numbering

  • Simplify document identification and tracking


Observe the Default Behavior

By default, the system automatically displays the DO document prefix in the Packing Slip Number field.

  • Default Document Prefix: PS

  • The system automatically uses this prefix while generating a new Packing Slip.


Configure the Document Prefix

  • Open the Configuration Window.

  • Navigate to the Other Options 1 section.

  • Locate the option labeled as:

"Default Doc Prefix"

  • Enter the required document prefix.

  • To define multiple prefixes, enter them separated by commas.

Example

  • You can define multiple prefixes such as:

    • PS, DO & PSD

  • Save the configuration changes.


Create a New Packing Slip

  • Initiate a New Packing Slip Entry.

  • Check the Document Prefix field.

Result

  • The Document Prefix field now displays a dropdown list containing the configured prefixes.

  • You can select the required prefix while creating the Packing Slip.


Key Benefits

  • Flexible Numbering: Define multiple document prefixes as required.

  • Easy Selection: Select the appropriate prefix directly during entry.

  • Better Organization: Helps categorize and identify Packing Slips.

  • Reduced Manual Effort: Configured prefixes are readily available.

  • Improved Document Tracking: Makes document numbering more structured.


Final Outcome

After configuring the Default Document Prefix, Logic ERP provides a dropdown list of the defined prefixes during Packing Slip entry, allowing users to select the appropriate prefix and maintain organized document numbering.

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