Pre -Set Items for Retrieval in Sale Bill

YouTube: How to Create Customer-Specific Pre -Set Items for Quick Billing?

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.

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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.

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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.

Save the Sales Bill

• Review the details

• Save the voucher to complete the transaction

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Review Sales Report

• Open the Sales Report

• Generate the report as required

Using this report, you can:

• Track detailed sales information

• Analyze customer-wise sales

• Monitor overall sales performance efficiently

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Conclusion

Preset Items in Logic ERP help you:

• Speed up billing for repeat customers

• Reduce manual data entry

• Maintain consistency in pricing and quantities

• Improve billing accuracy and efficiency