Show Sales Orders of all branches
YouTube: How to Display Sales Orders from All Branches in Packing Slips?
How to Display Sales Orders from All Branches in Packing Slips?
In this tutorial, we will learn how to use the "Show Sales Orders of All Branches" option in Logic ERP to retrieve Sales Orders created across all branches while generating a Packing Slip.
Objective of This Feature
View Sales Orders from all branches
Retrieve orders created outside the current branch
Improve order accessibility during Packing Slip entry
Simplify branch-wise Sales Order retrieval
Provide centralized access to Sales Orders
Observe the Default Behavior
Initiate a New Packing Slip entry.
Select the required customer.
Click on the Sales Order Selection option.
Result
By default, the search list displays only the Sales Orders created in the currently logged-in branch.
Sales Orders belonging to other branches are not displayed.
Access to the Packing Slip Configuration
Open the Packing Slip Configuration window.
Navigate to the Other Options 2 section.
Locate and enable the option labeled as:
"Show Sales Orders of All Branches"
Save the configuration changes.
Retrieve Sales Orders from All Branches
Initiate a New Packing Slip entry.
Select the required customer.
Click on the Sales Order Selection option.
Result
The Sales Order search list now displays Sales Orders from all branches, allowing you to retrieve orders created in branches other than the currently logged-in branch.
Key Benefits
Centralized Order Access: View Sales Orders from multiple branches in one place.
Improved Flexibility: Retrieve orders created in any branch.
Faster Order Processing: Eliminates the need to switch branches to locate Sales Orders.
Better Branch Management: Simplifies order fulfillment across branches.
Easy Configuration: Enable the feature whenever cross-branch order retrieval is required.
Important Note
When "Show Sales Orders of All Branches" is disabled, only Sales Orders from the current branch are displayed. Once enabled, the Sales Order selection list includes orders from all branches.
Final Outcome
After enabling "Show Sales Orders of All Branches", Logic ERP allows users to view and retrieve Sales Orders from all branches while creating a Packing Slip, providing greater flexibility in cross-branch order processing.
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