How to Create Customer-Specific Pre -Set Items for Quick Billing?
In this tutorial, we will learn how to define preset items for customers in Logic ERP and retrieve them automatically while creating a sales bill, saving time and ensuring accuracy.
Define Preset Items for a Customer
Navigate to Order Processing and open "Pre-Set Items for Retrieval in Sale Bill"
Select the Customer
Enter the Items, along with:
Quantity
Rate
Save the document
Preset items are now successfully defined for the selected customer.
Retrieve Preset Items During Billing
Open the Sales Bill window
Select the same customer for whom preset items were defined
Retrieve Preset Items
Click on Retrieve Order
Select Preset Items
Click OK
Choose the preset items document
Select the required items
Click OK
All predefined items, along with their respective quantities and rates, are automatically populated in the bill.
