> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/inventory/assembling/assembling-configuration/retrieve-document-type.md).

# Retrieve Document Type

**YouTube:** [How to Enable Assembling Using Sales Orders / Sales Bills?](https://www.youtube.com/watch?v=8vBRjt_FN0s)

## How to Enable Assembling Using Sales Orders / Sales Bills?

In this tutorial, we will learn how the **Retrieve Document Type** feature works in the **Assembling Module** of Logic ERP. This feature allows you to control whether users can retrieve data from **Sale Bills**, **Sale Orders**, or both while creating an Assembling entry.

***

### Objective of This Feature

* Control the document source for Assembling entries.
* Simplify the retrieval process.
* Prevent unwanted document selection.
* Improve workflow efficiency.
* Provide flexibility based on business requirements.

***

### Access to the Assembling Configuration

* Go to the **Assembling Module**.
* Open the **Configuration** window.
* Locate the option labeled as:

> **"Retrieve Document Type"**

<figure><img src="/files/ezhKo5ghMLYbDxYdNMTy" alt=""><figcaption></figcaption></figure>

This option provides three parameters that determine which document types can be retrieved during Assembling entry.

> **Note:** The **Retrieve Plan** option is **not affected** by the Retrieve Document Type setting and remains available under all parameters.

***

### Option 1: Default

**Configuration**

* Set **Retrieve Document Type** to **Default**.
* Save the configuration.

**Observe the Functionality**

* Initiate a new **Assembling** entry.
* Open the **Retrieve** menu.

<figure><img src="/files/mtsLdYf5I2zK2kbGnVB6" alt=""><figcaption></figcaption></figure>

**Result**

* **Retrieve Bill** is available.
* **Retrieve Sale Order** is hidden.

You can now retrieve the required **Sale Bill** into the Assembling entry.

***

### Option 2: Sale Order

**Configuration**

* Return to the configuration window.
* Set **Retrieve Document Type** to **Sale Order**.
* Save the changes.

**Observe the Functionality**

* Create a new **Assembling** entry.
* Open the **Retrieve** menu.

<figure><img src="/files/t1yA3hINxvjfezWAMPEV" alt=""><figcaption></figcaption></figure>

**Result**

* **Retrieve Sale Order** is available.
* **Retrieve Bill** is hidden.
* **Retrieve Plan** remains available.

You can now retrieve the required **Sale Order** into the Assembling entry.

***

### Option 3: Sale Order and Sale Bill

**Configuration**

* Return to the configuration window.
* Select **Sale Order and Sale Bill**.
* Save the configuration.

**Observe the Functionality**

* Initiate a new **Assembling** entry.
* Open the **Retrieve** menu.

<figure><img src="/files/zm2sFR4Ykc3Kpq1D8M2q" alt=""><figcaption></figcaption></figure>

**Result**

* **Retrieve Bill** is available.
* **Retrieve Sale Order** is available.
* **Retrieve Plan** remains available.

You can retrieve either a **Sale Bill** or a **Sale Order** based on your business requirement.

***

### Key Benefits

* Controls available retrieval options.
* Simplifies the user interface.
* Prevents retrieval from unwanted document types.
* Supports different business workflows.
* Provides greater flexibility in the Assembling process.

***

### Best Practice Tips

* Use **Default** when Assembling entries should be created only from Sale Bills.
* Use **Sale Order** when production or assembling is based on customer orders.
* Use **Sale Order and Sale Bill** when both retrieval methods are required.
* Remember that the **Retrieve Plan** option is always available regardless of the selected parameter.

***

### Final Outcome

The **Retrieve Document Type** feature in the Assembling Module allows you to control which source documents can be retrieved during Assembling entry. Depending on the selected configuration, users can retrieve **Sale Bills**, **Sale Orders**, or both, while the **Retrieve Plan** option remains available in all scenarios, ensuring a flexible and streamlined assembling workflow.


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