Show Sale Order for Transfer To Branch As Current Branch
YouTube: How to Filter Sales Orders by “Transfer to Branch” for the Logged-In Branch in Packing Slips?
How to Filter Sales Orders by “Transfer to Branch” for the Logged In Branch in Packing Slips ?
In this tutorial, we will learn how to configure Logic ERP to display only those Sales Orders transferred to the currently logged-in branch while creating a Packing Slip. This helps users quickly identify and retrieve the relevant Sales Orders for their branch.
Objective of This Feature
Display only relevant transferred Sales Orders
Filter Sales Orders based on the current branch
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, including:
Sales Orders created in the current branch
Sales Orders transferred to other branches
Sales Orders transferred to the current branch
Enable Branch-Wise Sales Order Filtering
Open the Packing Slip Configuration window.
Navigate to the Other Options Two section.
Locate and enable the option labeled as:
"Show Sale Order for Transfer To Branch As Current Branch"
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 have been transferred to the currently logged-in branch.
Example
If the currently logged-in branch is HO, only Sales Orders transferred to HO will be displayed in the selection window.
Key Benefits
Branch-Specific Filtering: Displays only relevant transferred Sales Orders.
Faster Selection: Makes Sales Order retrieval quicker.
Reduced Clutter: Removes irrelevant Sales Orders from the search list.
Improved Accuracy: Helps users select the correct Sales Order for their branch.
Efficient Packing Slip Entry: Streamlines the Sales Order retrieval process.
Final Outcome
After enabling "Show Sale Order for Transfer To Branch As Current Branch", Logic ERP filters the Sales Order selection list and displays only the Sales Orders transferred to the currently logged-in branch, making Packing Slip entry more focused and efficient.
Last updated