Do not allow entry without Sale Order or Delivery Order
Last updated
Last updated
YouTube:
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.
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
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.
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.
Enforces order compliance and prevents unauthorized sales.
Eliminates data entry errors by ensuring sales align with prior orders.
Enhances inventory and order management accuracy.
