Setup Sale Order Series

YouTube: How to Set Up Series for Sales Orders?

How to Set Up Series for Sales Orders?

In this tutorial, you will learn how to create and configure a Sale Order Series in Logic ERP. A Sale Order Series helps businesses organize, categorize, and track sales orders more efficiently.

Navigate to Sale Order Series Setup

To begin the setup process:

Go to the Setup Module.
Expand Configuration.
Click on Setup Sale Order Series.

This screen allows you to create and manage different sale order series according to your business requirements.

Create a New Sale Order Series

Now create a new series for Sales Orders.
Enter the required Series Details.

Save the configuration.

Result: The Sale Order Series has now been successfully created.

Verify the Series in the Sales Order Module

Next, confirm that the newly created series appears while creating a sales order.

Navigate to the Sale Order Module.
Open the Sales Order Entry Window.
Locate the Order Number Column Dropdown in the header section.

You will see that the newly created series is now available in the dropdown list.

Enable the Order Number Column

If the order number column is not visible, check the configuration settings.

Follow these steps:

Go to Configuration.
Open Column Lock Settings.
Locate the Order Number Column.
Ensure that the checkbox is unchecked.

This ensures that the Order Number column appears in the Sales Order header window.

Create a Sales Order Using the New Series

Now generate a sales order using the newly created series.

Open the Sales Order Entry Window.
Select the newly created order series from the dropdown.
Enter the required order details.
Save the sales order.

Result: The Sales Order has been successfully created under the selected series.

Track Sales Orders Using Reports

You can track sales orders by their series using reports.

Follow these steps:

Go to the Order Report Section.
Open the Pending Sales Order Report.
On the right-side filter panel, several filtering options are available to refine the report.