Prompt for Pending Challans/Order

YouTube: How to Enable Notifications of Pending Orders / Challans in Sale Bill?

How to Enable Notifications of Pending Orders / Challans in Sale Bill?

In this Tutorial, we're introducing a valuable feature that helps streamline your billing process by efficiently managing and addressing all pending challans and orders.

Key Features:

• Instant Alerts: Receive immediate notifications about pending orders or challans when a customer is selected.

• Order Retrieval: Easily retrieve sale orders within a bill in just a few steps.

• Pending Order Management: Enable reminders for any outstanding orders or challans to stay informed.

Steps to Use the Feature:

1. Go to Sale Voucher Configuration

2. Select the relevant billing series.

3. Select Other Setting-1

4. Tick the checkbox for  "Prompt for Pending Challans/Orders".

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

• Save the changes made to maintain your settings.

Verify the working in Sale Bill:

• View how the feature works in the sale bill.

• A Pop up will indicate for any pending challans or orders as soon as you select the customer.

The software has prompted a reminder for a pending order.