# Setup Sale Order Series
**YouTube:** [How to Set Up Series for Sales Orders?](https://www.youtube.com/watch?v=1d6ImU2I_EA)
## 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**.
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### 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.
***
### Filter Reports by Sale Order Series
To view orders created under a specific series:
* Click on the **Sale Order Filter**.
* In the filter window, locate the **Order Number Column**.
* All available **Sale Order Series** will be displayed.
* Select the **newly created series**.
* Generate the report.
This **Order Number filter is available across all Sales Order Reports**.
***
### Final Result
* The report will now display **only those sales orders that were created under the selected series**.
* This allows you to **track and manage orders more efficiently**.
***
## Benefits of Using Sale Order Series
* Organize sales orders by category or department
* Simplify order tracking and reporting
* Improve operational clarity
* Enable better report filtering and analysis
***
**Your Sale Order Series is now successfully configured and ready to use.**
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