Prompt Retail Customer Selection before Save/Print

YouTube: How To Enable Retail Customer Prompt Before Saving or Printing the Sale Bill ?

How To Enable Retail Customer Prompt Before Saving or Printing the Sale Bill?

 In this tutorial, we will explore how to configure Logic ERP to prompt for retail customer selection before saving and printing a bill.

Step-By-Step Guide:

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

• Locate the option and Disable "Prompt Retail Customer Selection Before Save and Print."

Let's keep this feature Disabled to observe its Impact in billing.

Testing with the Feature Disabled:

• Access to the Billing and create new Sale Nill.

• As soon as you Save the bill.

• Observe that the bill gets saved without prompting for retail customer selection.

Enabling the Feature:

• Go back to Sales Voucher Configuration and enable the setting.

• Save the changes.

Implimenting with the Feature Enabled:

• Now, attempt to save a bill again.

• Upon saving, the system prompts for retail customer selection before finalizing the bill.

As you can see in this picture, a prompt to select a retail customer appears while saving the sale bill.

• Complete the Process:

  • Select the retail customer from the prompt and proceed with saving the bill.

Conclusion

By enabling this feature, businesses can ensure that every bill is linked to a retail customer, improving accuracy and customer management in Logic ERP.