Retail Customer Selection Mandatory
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YouTube: How to Make Retail Customer Selection Mandatory in Sales Orders?
In this tutorial, we will learn how to make Retail Customer Selection mandatory while generating a Sales Order in Logic ERP. This feature ensures that a Sales Order cannot be created unless a Retail Customer is selected, helping maintain complete customer information and improving order accuracy.
Make Retail Customer selection mandatory.
Prevent Sales Orders from being created without customer details.
Improve order accuracy and traceability.
Ensure complete customer information for retail transactions.
Maintain consistent sales records.
Go to the Sales Order Module.
Click on Configuration.
Select the required Sales Order Configuration.
Locate the option labeled as:
"Retail Customer Selection Mandatory".
By default, this feature is disabled.
Initiate a new Sales Order.
Skip the Retail Customer field.
Continue with the Sales Order entry.
Since the feature is disabled:
The system allows the Sales Order to be created without selecting a Retail Customer.
No validation message is displayed.
Return to the Sales Order Configuration window.
Enable the option: "Retail Customer Selection Mandatory"
Save the configuration.
Click New Order to refresh the screen.
Initiate a new Sales Order.
Once again, skip the Retail Customer field.
Proceed directly to the Item Details section.
Result
The system restricts the action and displays an error message indicating that Retail Customer Selection is Mandatory.
Click OK to acknowledge the message.
The system automatically redirects you to the Order Details 2 tab, where you must select a Retail Customer before continuing.
Select the required Retail Customer.
Continue with the Sales Order entry.
After selecting the Retail Customer:
The system allows you to proceed with the Sales Order.
The Sales Order is created successfully.
Ensures complete customer information for every Sales Order.
Prevents incomplete retail transactions.
Improves customer tracking and reporting.
Enhances order accuracy.
Supports better sales record management.
Enable this feature for businesses where every retail sale must be linked to a customer.
Ensure Retail Customer records are created and maintained before order entry.
Verify customer details before proceeding with the transaction.
Periodically review customer master data to keep records accurate and up to date.
When the Retail Customer Selection Mandatory feature is enabled, Logic ERP requires users to select a Retail Customer before creating a Sales Order. If no Retail Customer is selected, the system prevents further processing, displays a validation message, and redirects the user to the appropriate section to complete the required information, ensuring accurate and complete sales transactions.
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