# Pre -Set Items for Retrieval in Sale Bill

**YouTube:** [How to Create Customer-Specific Pre -Set Items for Quick Billing?](https://www.youtube.com/watch?v=U2Xg_sn3Z14)

## 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**

<figure><img src="/files/9ezZMbwZS9p9kvTmpjVW" alt=""><figcaption></figcaption></figure>

* Enter the **Items**, along with:
  * Quantity
  * Rate

<figure><img src="/files/8fyBOXMIzABZzMB1WLhB" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="/files/Aq0bvecG7F3nXHlKvpIY" alt=""><figcaption></figcaption></figure>

**Retrieve Preset Items**

* Click on **Retrieve Order**
* Select **Preset Items**

<figure><img src="/files/R8O4IX9sTo6e0rty7iGB" alt=""><figcaption></figcaption></figure>

* Click **OK**
* Choose the preset items document

<figure><img src="/files/8Tvb5Dahn6d71RGxl4qw" alt=""><figcaption></figcaption></figure>

* Select the required items

<figure><img src="/files/5BWcyQNJkjgHdGmrS8Gb" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="/files/aLYRb9ajZyKILYaW9MwG" alt=""><figcaption></figcaption></figure>

* Save the voucher to complete the transaction

***

### Review Sales Report

* Open the **Sales Report**
* Generate the report as required

<figure><img src="/files/W5t5swWnILktZ8lDxmIj" alt=""><figcaption></figcaption></figure>

**Using this report, you can:**

* Track detailed sales information
* Analyze customer-wise sales
* Monitor overall sales performance efficiently

***

### 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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/order-processing/pre-set-items-for-retrieval-in-sale-bill.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.