Setup Sale Order Types

YouTube: How to Set Up and Use Sales Order Types?

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Final Result

• Sales Order Type displayed in the report

• Along with Sales Bill details

This helps in better tracking and categorization of sales transactions.

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Benefits of Using Sale Order Types

• Categorize orders (e.g., Retail, Wholesale, Online)

• Improve reporting and analysis

• Enhance operational clarity

• Simplify order tracking

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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.