Always Pick Rates from Sale Order

YouTube: How to Configure the Option of Always Picking Sale Order Rates in Billing?

How to Configure the Option of Always Picking Sale Order Rates in Billing?

Overview

This guide demonstrates how to configure Logic ERP to optimize the sales process by automatically fetching rates directly from sales orders. Enabling this feature enhances operational efficiency during the billing process.

Using the Feature

1. Create a Sales Order:

   • Begin by generating a new sales order.

2. Retrieve Sales Order in Sale Bill:

   • Click on "Retrieve Order" and select the desired sales order.

3. Verify Rate Fetching:

   • The software is not retrieving rates from the sale order because the option to do so has been disabled.

Enabling Automatic Rate Retrieval

• Access Configuration:

  • Navigate to the sale voucher configuration settings.

• Enable Option:

  • Locate and activate the option labeled "Always pick rates from sale order."

Let's enable this feature and observe its impact in Billing

Save Configuration:

• Confirm your settings by saving the changes.

Testing Configuration Impact

1. Create Sale Bill:

   • Click on "Retrieve Order" and select the desired sales order.

2. Observe Changes:

   • The software has now extracted the rates from the Sale Order.

Conclusion

This feature is designed to streamline your sales process by ensuring consistent rate application directly from sales orders.