Setup Bill Series

YouTube: How to Set Up a New Billing Series for Sale Bill?

How to Set Up a New Billing Series for Sale Bill?

In this tutorial, we’ll guide you through the process of creating and managing bill series in Logic ERP.

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View Existing Bill Series

In the Sales Bill Window, you will notice a Bill Series dropdown. Here, you can already see predefined series like GST and Retail.

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Create a New Bill Series

• Navigate to: Setup\Setup Items and then select "Setup Bill Series".

  • This window displays all predefined bill series.

• Click to create a new bill series.

• Enter the following details:

  • Bill Series Name

  • Starting Number

  • Bill Type → Select Sale

• Visible → Set to True if you want it to appear in billing.

• Additional options allow you to configure:

  • Display in Sale Challan (SR)

  • Use for Stock Transfer

  • Other series-specific settings.

• Save the changes.

  • Note: You can also define the Financial Year and Branch details in the Series.

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Configure the New Bill Series

• Go to Sale Voucher Configuration.

• Select the newly created bill series.

• You can either:

  • Configure manually using available options, OR

  • Copy settings from an existing series (e.g., GST series).

• Save the configuration.

• Return to the Billing Screen.

  • The new bill series will now be visible in the dropdown.

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Hide a Bill Series

If you don’t want a series to appear in the dropdown:

• Go back to Setup → Bill Series.

• Select the series (e.g., Retail).

• Set Visibility = False.

• Save the changes.

• Return to the billing screen.

  • The Retail series will now be hidden from the dropdown.

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You’ve now learned how to create, configure, and manage bill series in Logic ERP.