# 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**.

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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**.

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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**

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* 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**.

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* Save the configuration.

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### Refresh the Sales Order Window

* Click on **New Order** to refresh the screen.

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* 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.

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* 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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FsqONQrVJ4jcT1k4dzug4%2FSale%20Bill.png?alt=media&#x26;token=dbb96ca9-11de-4e65-bff8-47541077b443" alt=""><figcaption></figcaption></figure>

* 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**.

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* Press **F2** to refresh the report.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FAwbnbLbr6esyKEmttfRN%2FReport.png?alt=media&#x26;token=56d37097-589a-43c5-bfb4-10a8bdc807b2" alt=""><figcaption></figcaption></figure>

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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**.