Show Data for Current Branch Only
YouTube: How to Filter Sales Orders by the Logged-In Branch in Delivery Orders?
How to Filter Sales Orders by the Logged - In Branch in Delivery Orders?
In this tutorial, we will learn how to display data only for the currently logged-in branch while creating a Delivery Order in Logic ERP.
Understand the Default Behavior
Initiate a new Delivery Order entry.
Click on Sales Order Selection.
Result
By default, the search list displays all available Sales Orders, including those created in the current branch as well as other branches.
Enable Current Branch Data Filter
Open the Delivery Order Configuration window.
Navigate to the General Settings section.
Locate and enable the option labeled as:
"Show Data for Current Branch Only"
Save the configuration changes.
Verify the Configuration
Reopen the Delivery Order window.
Initiate a new entry.
Click on Sales Order Selection.
Result
The Sales Order search list now displays only the Sales Orders belonging to the currently logged-in branch.
For example, if the logged-in branch is Head Office (HO), only Sales Orders created under the HO branch will be displayed.
Key Benefits
Branch-Wise Data: Displays only relevant branch transactions.
Improved Control: Prevents users from accessing Sales Orders from other branches.
Easy Selection: Makes Sales Order selection faster and more organized.
Better Data Management: Helps maintain branch-specific transaction workflows.
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