Do not Post Stock for Sale Challan Documents

YouTube: How to Post Sale Challan Stock on Retrieval Instead of Challan Date in Sale Bill?

How to Post Sale Challan Stock on Retrieval Instead of Challan Date in Sale Bill?

In this tutorial, we’ll demonstrate how to use the "Do Not Post Stock for Sale Challan Documents" feature in Logic ERP. This option allows you to control when and how stock is updated, offering more flexibility in your inventory management.

Access Sale Voucher Configuration

• Go to Sale Voucher Configuration.

• Select the relevant Sale Challan Series.

• Locate the option labeled as:

  "Do Not Post Stock for Sale Challan Documents"

This feature ensures that stock is not impacted at the time of challan creation. It’s ideal when challans are used only for reference or documentation—not for actual stock movement.

Scenario 1: Feature Disabled

Let’s first understand the default behavior when this feature is turned off.

Step-by-Step Flow:

• Disable the feature in both the Challan Series and the Billing Series.

• Check the current stock of the item in the Stock Query Report.

  • Example: Current stock = 100 units

• Create a Sale Challan dated 1st July 2025.

• Save the transaction.

Observation:

• The Product-wise Stock and Sale Report shows:

  • Stock reduced as of Challan Date

  • Sale posted as of Challan Date

Now retrieve the challan into a Sale Bill dated 25th July 2025 and save the bill.

Result:

• The stock posting is reversed from the Challan Date.

• Stock and sale postings are now shifted to the Bill Date (25th July 2025).

Scenario 2: Feature Enabled

Now let’s enable the feature and observe the change.

Step-by-Step Flow:

• Enable the option in both the Challan and Billing Series.

• Confirm the stock of the item is still 100 units.

• Create a Sale Challan dated 1st July 2025.

• Save the challan.

Observation:

• In the Stock Report, stock remains unchanged (still 100 units).

• This means: No stock is deducted when the challan is generated.

Now try to retrieve the challan into a Sale Bill dated 25th July 2025.

Before retrieval, go to Lot Search to check available stock for billing:

• While the stock report shows 100 units, the system has reserved the challan quantity.

• This prevents double billing and ensures availability is accurate.

Final Observation (Post Billing):

• Once the challan is retrieved and bill is saved:

  • Stock is updated as of the Bill Date (25th July 2025)

  • Both Stock and Sale entries are reflected on the billing date, not the challan date

Key Takeaways

• This feature helps decouple documentation from inventory movement.

• Ensures accurate stock availability for billing, while allowing challan issuance without immediate stock effect.