Order Type
YouTube: How to Configure Order Type in Sale Order?
How to Configure Order Type in Sale Order?
This tutorial explains how to set a Default Order Type in the Sales Order module in Logic ERP. This feature ensures that a predefined order type is automatically selected, improving consistency and reducing manual effort during order entry.
Objective of This Feature
Automatically assign a default order type
Ensure consistency across sales transactions
Reduce manual selection effort
Improve efficiency in order processing
Enable Order Type Field
Go to Sales Order Module
Click on Configuration
Select the relevant Sales Order Configuration
Open "Column Locks" under the "Other Options".
Ensure SO-TYPE Column is Enabled
Purpose
Makes the Order Type field visible in Sales Order entry.
Review Default Behavior
Order Type is set to: Nil
Impact
User must manually select order type for every order
Set Default Order Type
Locate the option under "Defaults Tab" Labeled as:
Order Type
Choose from List of predefined Sales Order Types
Note
Order Types are created separately in the system.
Navigate to Setup\Configurations and open "Setup Sale Order Types".
Each type may have:
Name
Short Name
Click Save
Verify Default Order Type
System Behavior
Click on New Order
Order Type field is:
Automatically populated
Example
Default set to:
Standard Sale Order
Key Benefits
Saves time during order entry
Ensures uniform order classification
Reduces manual errors
Improves workflow efficiency
Best Practice Tips
Define clear order types as per business needs
Assign default type based on user role or process
Periodically review configurations
Final Outcome
Default Order Type is automatically applied
Sales Order entry becomes faster and consistent
Users avoid repetitive manual selection
Overall system efficiency is enhanced
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