# Setup Sale Order Types
**YouTube:** [How to Set Up and Use Sales Order Types?](https://www.youtube.com/watch?v=IJLFW9dIaV8)
## How to Set Up and Use Sales Order Types?
In this tutorial, you will learn how to **create and use Sale Order Types in Logic ERP**.\
Sale Order Types help businesses **categorize and track different kinds of orders efficiently**.
***
### Navigate to Sale Order Type Setup
To begin:
* Go to the **Setup Module**.
* Expand the **Configuration Section**.
* Click on **Setup Sale Order Types**.
This section allows you to **create and manage different types of sales orders**.
***
### Create a New Sale Order Type
Now, let’s create a new sale order type:
* Click on **New**.
* Enter the following details:
* **Sale Order Type Name**
* **Short Name**
* Click **Save**.
**Result:** The **new Sale Order Type is successfully created**.
***
### Verify Sale Order Type in Sales Order Entry
Next, confirm that the newly created type appears during sales order creation.
* Go to the **Sale Order Module**.
* Open the **Sales Order Entry Window**.
***
### Enable the SO Type Column
If the Sale Order Type column is not visible, enable it using configuration settings.
* Go to **Configuration**.
* Open **Column Lock Settings**.
* Locate the column labeled **SO Type**.
* **Uncheck (unlock) the column**.
* Save the configuration.
***
### Refresh the Sales Order Window
* Click on **New Order** to refresh the screen.
* You will now see the **SO Type column visible in the header section**.
***
### Create a Sales Order Using SO Type
Now proceed to create a sales order:
* Select the **Sale Order Type** from the dropdown list.
* Enter all required order details.
* Click **Save**.
**Result:** The **Sales Order is successfully created** with the selected Sale Order Type.
***
### Generate a Sales Bill from the Order
To proceed further:
* Generate a **Sales Bill** by retrieving the same sales order.
* Complete the billing process.
The **Sales Bill is now linked with the selected Sale Order Type**.
***
### View Sale Order Type in Reports
To analyze this data in Reports:
* Navigate to the **Sale Register Cross Tab Report**.
* Open the Report.
**Enable SO Type in Report Columns**
* Click on **Column Attributes**.
* Enable the **SO Type Column**.
* Press **F2** to refresh the report.
***
### Final Result
* **Sales Order Type displayed in the report**
* Along with **Sales Bill details**
This helps in **better tracking and categorization of sales transactions**.
***
### Benefits of Using Sale Order Types
* Categorize orders (e.g., Retail, Wholesale, Online)
* Improve reporting and analysis
* Enhance operational clarity
* Simplify order tracking
***
### Conclusion
You have successfully learned how to:
* Create a **Sale Order Type**
* Use it during order creation
* Track it in reports
Your system is now better organized for **efficient sales management**.
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