Allow Item Selection in SO/Chal Retrieval

YouTube Link: How to Enable Item Selection While Retrieving Order / Challan in Sale Bill?

How to Enable Item Selection While Retrieving Order / Challan in Sale Bill?

This Tutorial will help you to understand how to enable item selection during the retrieval of sale orders and challans in the billing process.

Step by Step Guide

Sale Voucher Configuring

• Navigate to Sale Voucher Configurations

• Go to the relevant billing series settings.

• Look for "Allow item selection in SO/Chal Retrieval."

• Ensure this option is ticked to enable item selection during retrieval.

Let's enable this feature and observe its impact

• Save Changes: Ensure all changes are saved to update the settings.

Step 2: Billing Process

• Retrieve Orders:

  • Once configured, when retrieving orders, the software will pull all items into the sale bill, allowing specific item selection.

  • Note: Without enabling item selection, all items will be retrieved automatically.

Here you can choose the Items to be Retrieved.

Conclusion

The item selection feature greatly enhances the sales bill creation process by enabling smooth item selection from sales orders and challans.

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