Filter Orders for Selected Branch Only

YouTube: How to Filter Sales Orders by Selected Branches in Delivery Orders?

How to Filter Sales Orders by Selected Branches in Delivery Orders?

In this tutorial, we will learn how to filter Sales Orders based on the selected branches while creating a Delivery Order in Logic ERP.

---

Configure Branch Selection

• Open the Delivery Order Configuration window.

• Navigate to the General Settings section.

• Locate the option labeled as:

Branch

• Click on the branch selection option.

• Select the required branches whose Sales Orders you want to view.

• After this Locate and enable this option labeled as:

"Filter Orders for Selected Branch Only"

• Save the configuration changes.

---

Verify the Configuration

• Initiate a new Delivery Order entry.

• Click on Sales Order Selection.

Result:

The Sales Order search list now displays only those Sales Orders that belong to the branches selected in the configuration, making it easier to retrieve the required orders.

---

Key Benefits

• Branch-Wise Filtering: Displays Sales Orders only from selected branches.

• Faster Order Selection: Makes it easier to find relevant Sales Orders.

• Better Control: Restricts order visibility based on configured branches.

• Organized Workflow: Simplifies Sales Order selection during Delivery Order entry.