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Filter Sale Order/Delivery Order Retrieval on Default Companies.

YouTube: How to Filter Items by Default Companies while Retrieving Sale Order in Sale Bill ?

In this Tutorial, we will showcase how the software intelligently filters and retrieves only the brands designated as default in the configuration when importing a sales order into the bill.

How to Filter Items by Default Companies while Retrieving Sale Order in Sale Bill?

Steps to Enable the Feature:

  • Navigate to the "Sale Voucher Configuration"

  • Select the Relevant Billing Series.

  • Locate the option and enable "Filter Sale Order/Delivery Order Retrieval on Default Companies.".

Lets keep this feature enable to observe its impact.

  • After enabling the specified option, navigate to "Other Settings" > Default-2.

  • Locate the option to select the Default Company.

  • Choose the desired Default Company from the available options.

Choose the desired default company from the list.

Sale Order Creation:

  • Crate a new "Sale Order".

  • Ensure that the sales order includes items from different companies.

  • This allows the software to filter and retrieve only the items from the default company set in the configuration.

This image illustrates the process of creating an order for multiple companies.

Observe the Impact on Sale:

  • Create a new "Sale Bill".

  • Click on the "Retrieve Order" button.

  • Now, you will observe that only the items belonging to the default company are displayed.

Here, you can see that only the items from the default company we set earlier have been retrieved.

Key Benefit of this Feature

The feature Ensures that only the predefined brand items are retrieved, minimizing errors and improving efficiency.

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