Setup Sale Order Attributes

YouTube: How to Configure Custom Attributes and Printing in Sales Orders?

How to Configure Custom Attributes and Printing in Sales Orders?

In this tutorial, you will learn how to configure Sale Order Attributes in Logic ERP. This feature allows you to capture additional instructions or specifications (like fabric details, delivery notes, etc.) directly within sales orders.

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Open Sale Order Attribute Setup

To begin:

• Navigate to the Setup Module.

• Expand Configuration.

• Open Sale Order Attributes Setup.

This window contains Two Important tabs:

• Instruction Groups

• Instructions

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Create Instruction Groups

Instruction Groups help you organize related instructions.

Steps:

• Go to the Instruction Groups Tab.

• Enter the Group Name

  • Example: Fabric Instructions

• Click Save

Result: A new instruction group is successfully created.

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Define Instructions

Now add instructions under the created group.

Steps:

• Go to the Instructions Tab.

• Select the Instruction Group from the dropdown.

• Enter the required Instructions.

• Click Save

Example Instructions:

• Fabric Type

• Color Preference

• Stitching Notes

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Arrange Instruction Order

You can control how instructions appear during entry.

• Click on Instruction Order.

• Use:

  • Arrow keys to rearrange

  • Or Sort Alphabetically

• This ensures a clean and user-friendly input flow.

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Enable Sale Order Attributes Column

• Before using attributes in Sales Orders, enable the column.

Steps:

• Go to Configuration.

• Open Column Lock Settings.

• Enable (unlock) Sale Order Attributes Column

• Click Save

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Refresh Sales Order Window

• Click on New Order to Refresh.

• You will now see a column labeled:

“Enter Attributes Value”

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Enter Attributes in Sales Order

Now let’s use the feature while creating a sales order.

• Open the Sales Order Entry Window

• Click on Enter Attributes Value

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Fill Instruction Details

In the attribute window:

• Instruction Groups appear as tabs at the top.

• Select a group tab (e.g., Fabric Instructions).

• Instructions will appear in the grid below.

Enter Values:

• Fill in details for each instruction.

• Click OK to save.

Result: Attribute values are saved with the Sales Order.

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Complete and Save Sales Order

• Proceed with normal sales order entry.

• Click Save

The order is now saved along with custom attribute values.

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Add Attributes in Print Format

You can also display these attributes in printed documents.

Open Print Designer

• Navigate to Inventory and Continuous Printing

• Select "Sale Order - Print Designer and Printing".

• Click Refresh

• Click Design

Add Attribute Fields

• Open the Properties Panel (bottom section)

• Expand Sale Order Instructions Connection

You will see all defined instructions listed here.

Insert Fields into Layout

• Select the required instruction

• Enter a Heading (label)

• Right-click → Click Insert Field

The field will be added to the design layout.

• Repeat for additional fields as needed

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Preview the Print

• Save the design

• Open Print Preview

Result: Sale Order Attributes are now visible in the printed format.

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Benefits of Sale Order Attributes

• Capture detailed customer requirements

• Customize order-level instructions

• Improve communication between teams

• Enhance documentation and printing

• Increase operational accuracy

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Final Outcome

You have successfully learned how to:

• Create Instruction Groups & Instructions

• Enter Attributes in Sales Orders

• Display attributes in Print Format

Your system is now capable of handling customized order-level details efficiently.