How to Set Up Delivery Order Series Under Packing Slip?
In this tutorial, you will learn how to create and use Packing Slip / Delivery Order Series in Logic ERP.
This feature helps businesses organize dispatch documents and track delivery operations efficiently.
Navigate to Packing Slip Series Setup
To begin:
Naviagte to the Setup Module.
Expand Configuration.
Open Setup Packing Slip Delivery Order Series.
This section allows you to create and manage multiple packing slip series.
Create a New Packing Slip Series
Now, create a New Series:
Click on New.
Enter the required Series Details.
Click Save.
Result: The Packing Slip / Delivery Order Series is successfully created.
Verify Series in Packing Slip Module
Next, check how the series appears during transaction entry.
Navigate to the Packing Slip / Delivery Order Module.
Open the Entry Window.
Observation:
In the Packing Slip Number Dropdown,
you will see:
All existing series
Including the Newly Created Series
Create a Packing Slip
Now generate a packing slip using the new series:
Select the New Series.
Enter:
Packing Box Number
Allocated Quantity
Click Save
Result: The Packing Slip document is successfully created.
Convert Packing Slip into Sales Bill
You can easily convert packing slips into Sales Bills.
Steps:
Navigate to Billing and open "Convert Packing Slips To Sale Bills".
Select the Bill Series for conversion.
Choose the Relevant Packing Slip.
Click Refresh.
Click Save Bill.
Result: The Packing Slip is successfully converted into a Sales Bill.
Verify Sales Bill Entry
Navigate to the Sales Bill Module.
Locate the newly created bill.
You will see that the Sales Bill reflects the converted Packing Slip, confirming successful conversion.
Track Reports Based on Series
To analyze packing slip data:
Navigate to the Reports/Queries and expand Order Reports.
Open "Sale + Delivery Order Packing Slip".
Filter by Delivery Order Series
Click on the Delivery Order Filter.
In the filter window:
Locate the Delivery Order Number Column
Select the newly created series
Generate the report.
The report will display:
All documents linked to the selected Packing Slip / Delivery Order Series
This allows easy tracking and reporting.
Benefits of Using Packing Slip Series
Organize dispatch operations efficiently
Track delivery documents by series
Simplify conversion to sales billing
Improve reporting and audit tracking
Conclusion
You have successfully learned how to:
Create a Packing Slip Series
Generate Packing Slip Entries
Convert them into Sales Bills
Track data using Reports
Your system is now optimized for better delivery and dispatch management.
