Do Not Filter for Customer in Sale Return History

YouTube: How to Disable the Customer Filter in Sales History for Sale Returns ?

How to Disable the Customer Filter in Sales History for Sale Returns?

 In this Tutorial, we will explore how to control customer filtering in the sale return history while billing in Logic ERP.

Access Sales Voucher Configuration

• Navigate to the Sales Voucher Configuration and select the relevant billing series.

• Locate the feature and Disable "Do Not Filter for Customer in Sale Return History."

Observe the Default Behavior

• Proceed with entering a sales return for a retail customer.

• Upon selecting the lot number, the Item-wise Sale History window appears, displaying only the purchased item lots for that specific retail customer.

Enable the Feature & Reevaluate

• Enable the "Do Not Filter for Customer in Sale Return History" option in the configuration settings.

• Enter the sales return again and observe the changes.

• Now, the system displays item lots purchased by both retail and wholesale customers, rather than restricting it to retail customers only.

This feature enhances flexibility in managing sale returns, allowing businesses to track item history across different customer categories.