Retrieve C.D From Sale Order

YouTube Link: How to Retrieve Discounts Entered in the Sale Order in Sale Bill?

How to Retrieve Discounts Entered in the Sale Order in Sale Bill?

Introduction

In this Tutorial, we demonstrate how to retrieve cash discounts (CD) from sales orders when generating sales bills in Logic ERP. This automated process ensures that discounts in your sales orders accurately reflect in your sales bills.

Steps to Retrieve CD Discounts

1. Generate a Sales Order Begin by creating a Sales Order. Define the 10 % cash discount for any item under the CD percentage section.

2. Configure Sales Voucher

   • Navigate to the "Sales Voucher Configuration".

   • Select the Relevant Billing Series.

   • Enable the option "Retrieve C.D From Sale Order".

Let's enable this feature and observe its impact

• Save Changes: Ensure all changes are saved to update the settings.

• Retrieve the Sales Order

  • Verify the feature by generating a Sales Bill.

  • Ensure the Customer has an existing sales order.

  • Click on "Retrieve Order"

CD has been automatically retrieved

• Optimize Your Billing Process Upon retrieval, the cash discount will be automatically updated based on the sales order. This feature optimizes billing by ensuring a seamless and accurate transaction, automatically applying applicable discounts from the sales order to the sales bill.

By following these steps, you can effortlessly incorporate the CD (cash discounts) from your sales orders into your sales bills, enhancing accuracy and efficiency in your billing process.