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.
