Setup Bill Series Groups

YouTube: How to Set Up Bill Series Groups?

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.

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Open Bill Series Groups Setup

• Go to the Setup Module from the Main Menu

• Navigate to Setup Items

• Click on “Setup Bill Series Groups”

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Create or Rename 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.

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Define Bill Series Groups

• On the Right-Hand side, enter the group names

• Save the changes after defining the Groups.

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Allocate Bill Series to 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.

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Use Bill Series Groups in Reports

• 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

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Result

• Only the Bill Series Linked to the Selected Group will be displayed.

• This Helps in:

  • Faster filtering

  • Better analysis

  • Improved reporting accuracy

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Conclusion

By setting up Bill Series Groups, you can efficiently organize your billing data and generate more meaningful reports based on grouped series.