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.
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.
