Generate New Sale Order of Items Not Exists in Selected Order
YouTube: How to Scan Extra Items and Generate a New Sales Order in Packing Slips?
How to Scan Extra Items and Generate a New Sales Order in Packing Slips?
In this tutorial, we will learn how to allow the system to automatically generate a new Sales Order for items that are not included in the selected Sales Order while creating a Packing Slip entry.
This functionality allows users to add additional items during Packing Slip entry without being restricted by the items available in the selected Sales Order.
Observe the Default Behavior
Let's first understand how the system works by default.
Initiate a new Packing Slip entry.
Select the required customer.
Search for and select the Sales Order to be retrieved in the Packing Slip.
Proceed to the Item Details section.
Default Behavior
The selected Sales Order contains only one item.
Now, scan an item that is not included in the selected Sales Order.
As soon as you scan the item code, the system restricts the entry.
An error message is displayed:
Invalid Barcode.... Item does Not Exist In Sale Order. Please check.
This occurs because the scanned item does not exist in the selected Sales Order.
Enable New Sales Order Generation
To allow additional items to be entered, Logic ERP provides the Generate New Sale Order of Items Not Exists in Selected Order option.
Open the Packing Slip Configuration window.
Navigate to the Other Options Four section.
Locate and enable the option labeled as:
"Generate New Sale Order of Items Not Exists in Selected Order"
Save the configuration changes.
Add an Item Not Available in the Selected Sales Order
Now, let's verify the functionality.
Initiate a new Packing Slip entry.
Select the required customer.
Select the required Sales Order.
Proceed to the Item Details section.
Scan the required quantity of the item included in the Sales Order.
Now, scan another item that is not included in the selected Sales Order.
System Behavior
The system now allows the additional item to be entered successfully.
Instead of displaying an Invalid Barcode error, the system automatically handles the additional item by generating a new Sales Order.
Verify the Newly Generated Sales Order
Save the Packing Slip entry.
Open the same Packing Slip in Modify Mode.
Check the Sales Order details for the newly added item.
Result
As you can see, a new Sales Order, SO79, has been automatically generated for the item that was not available in the originally selected Sales Order.
Key Benefits
Allows additional items to be added during Packing Slip entry.
Automatically generates a new Sales Order for items not available in the selected order.
Eliminates the need to create a separate Sales Order manually.
Provides greater flexibility during packing operations.
Reduces interruptions caused by item validation restrictions.
Final Outcome
By enabling "Generate New Sale Order of Items Not Exists in Selected Order", Logic ERP allows users to scan and add items that are not included in the selected Sales Order and automatically generates a new Sales Order for those additional items.
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