Filter Sales Orders Created from Branch Wise SO Allocation
YouTube: How to Filter Sales Orders Created by Branch-Wise SO Allocation in Packing Slips?
How to Filter Sales Orders Created by Branch - Wise SO Allocation in Packing Slips?
In this tutorial, we will learn how to configure Logic ERP to display only those Sales Orders created through Branch-Wise Sales Order Allocation while creating a Packing Slip.
Objective of This Feature
Filter Sales Orders created through branch-wise allocation
Display only relevant Sales Orders
Simplify Sales Order selection
Reduce unnecessary entries in the search list
Improve Packing Slip entry efficiency
Observe the Default Behavior
Initiate a new Packing Slip entry.
Select the required Customer.
Open the Sales Order Selection window.
Result:
The search list displays all available Sales Orders associated with the selected customer, regardless of how they were created.
Enable Branch-Wise SO Allocation Filter
Open the Packing Slip Configuration window.
Navigate to the Other Options Four section.
Locate and enable the option labeled as:
"Filter Sales Orders Created from Branch Wise SO Allocation"
Save the configuration changes.
Verify the Configuration
Initiate a new Packing Slip entry.
Select the required Customer.
Open the Sales Order Selection window.
Result
The search list now displays only those Sales Orders that were created from Branch-Wise Sales Order Allocation.
Key Benefits
Focused Search: Displays only relevant Sales Orders.
Faster Selection: Makes Sales Order retrieval easier.
Reduced Clutter: Removes unrelated Sales Orders from the list.
Improved Accuracy: Helps users select the appropriate allocated Sales Order.
Efficient Workflow: Streamlines Packing Slip creation.
Final Outcome
After enabling "Filter Sales Orders Created from Branch Wise SO Allocation", Logic ERP filters the Sales Order selection list and displays only the Sales Orders created through Branch-Wise Sales Order Allocation, making the Packing Slip entry process faster and more efficient.
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