YouTube: How to Set Up Bill Series Groups?
In this tutorial, we will learn how to set up and use Bill Series Groups in Logic ERP for better organization and reporting.
Go to the Setup Module from the Main Menu
Navigate to Setup Items
Click on “Setup Bill Series Groups”
You will find five default groups already available
To rename any group:
Right-click on the group name
Update the caption as per your requirement
Click on Refresh to load the updated names
Do the Same process for Group Level 1.
On the Right-Hand side, enter the group names
Save the changes after defining the Groups.
Select the desired group
Right-click and choose Allocate Items
A list of available Bill Series will appear
Select the required series and assign them to the group
This allows you to organize multiple bill series under specific groups for better control.
Go to Reports & Queries from the Main Menu
Open Sale Register Summary Report under Sale Registers
In the filter section:
Select Bill Series Groups
Choose the Desired Group
Only the Bill Series Linked to the Selected Group will be displayed.
This Helps in:
Faster filtering
Better analysis
Improved reporting accuracy
By setting up Bill Series Groups, you can efficiently organize your billing data and generate more meaningful reports based on grouped series.
Last updated 3 months ago
