Create Sales Bill from Sales Order

YouTube: How to Create a Sales Bill by Retrieving a Sales Order?

How to Create a Sales Bill by Retrieving a Sales Order?

In this tutorial, we will learn how to generate a sales bill by retrieving one or multiple sales orders in Logic ERP, along with field mapping between sales orders and sales bills for accurate data transfer.

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Reviewing Existing Sales Orders

Before creating a sales bill, let’s review the sales orders already created.

• Navigate to the Order Processing Module

• Open Sales Order

• Right-click on Modify

• View the list of existing sales orders

• Open and review the orders one by one

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Retrieving Sales Orders into Sales Bill

Now, let’s generate a sales bill using existing sales orders.

• Open the Sales Bill window

• Select the Customer / Party

System Behavior: A reminder message appears indicating that pending sales orders exist for the selected party.

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Retrieve Sales Orders

• In the Item Details section, click Retrieve Order

• Select Sales Order from the list

• All pending sales orders for the selected customer will be displayed

You can retrieve multiple sales orders into a single sales bill.

• Select the required sales orders (e.g., first two orders)

• Click OK

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Select Items from Sales Orders

• All items from the selected sales orders are displayed

• Choose the items you want to include in the sales bill

• Click OK

• The selected sales orders are successfully retrieved into the sales bill.

• Click Save to finalize the sales bill

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Mapping Sales Order Fields to Sales Bill Fields

Logic ERP allows you to automatically map sales order fields to sales bill fields during retrieval.

Configure Field Mapping

• Go to Sales Voucher Configuration

• Select the relevant Sales Bill Series

• Navigate to Other Settings – 1

• Open Defaults – 2

• Click on Map Fields

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Define Field Mapping

• Map Party Order Number → Order Number

• Map CD Percent → CD Percent

• Map TD Percent → TD Percent

Tip: Press the Space Bar in the sales bill field column to select the corresponding sales order field.

• Click Save to apply the configuration

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Creating a Sales Order with Mapped Fields

• Open the Sales Order window

• Enter:

  • Party Order Number

  • Party Name

• Enter item details

• Apply:

  • CD Percent

  • TD Percent

• Save the sales order

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Retrieving the Sales Order into Sales Bill (Verification)

• Open Sales Bill

• Select the relevant Party

• Click Retrieve Order

• Select the required sales order and items

Verification Results:

• CD Percent and TD Percent are automatically reflected in the sales bill

• Party Order Number appears in the Order Number field under Other Details

• Click Save to finalize the sales bill

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Tracking Pending Sales Orders

To monitor order fulfillment:

• Open Pending Sales Order Report

• Review:

  • Ordered Quantity

  • Dispatched Quantity

  • Pending / Balance Quantity

• Track item-wise and order-wise pending status

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Reviewing Sales Transactions

For complete sales analysis:

• Open Sales Register – Detailed Report

• View:

  • Sales bill details

  • Item-wise sales

  • Party-wise transactions

• Use this report for accurate sales tracking and reconciliation

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Conclusion

This completes the Sales Bill generation by retrieving Sales Orders in Logic ERP, including multi-order retrieval, field mapping, order tracking, and detailed reporting, ensuring smooth and accurate sales processing.