Do not allow entry without Sale Order or Delivery Order

YouTube: How to Restrict Sale Bill Entry Without a Sale Order or Delivery Order ?

How to Restrict Sale Bill Entry Without a Sale Order or Delivery Order ?

This feature ensures that users cannot enter items in a Sale Bill unless they are retrieved from a corresponding Sale Order or Delivery Order, thereby enforcing proper order tracking and process control.


Enable Restriction in Sale Voucher Configuration

  • Navigate to the Sale Voucher Configuration.

  • Select the desired Series from the dropdown list.

  • Navigate to the Other Settings – 3 tab.

  • Locate the option: "Do not allow entry without".

  • From the dropdown, select either:

    • N/A - By default, this option is set to "N/A".

    • Sale Order

    • Delivery Order

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.
  • Click Save to apply the configuration.


2. Create a Sale Bill Using an Existing Order

  • Navigate to the Billing and create a new "Sale Bill".

  • Select the Customer Name.

  • Click on Retrieve Order.

  • Choose the relevant Sale Order from the list and retrieve the items.

  • Attempt to Manually Add an Item

    • Try adding an item manually (not from the retrieved order).

    • Attempt to save the voucher.

      • System Alert: “Entry without Sale Order not allowed.”

    • Remove the manually entered item from the voucher.

As you can see in the picture, the software has prompted that you cannot create a sale bill without a sale order.

4. Save Voucher with Only Retrieved Items

  • Ensure the voucher contains only the items retrieved from the Sale/Delivery Order.

  • Click Save.

    • The voucher is saved successfully.


Key Benefits

  • Enforces order compliance and prevents unauthorized sales.

  • Eliminates data entry errors by ensuring sales align with prior orders.

  • Enhances inventory and order management accuracy.

Last updated