How to Configure Bill Series Across Multiple Branches?
In this tutorial, we will learn how to create and configure a Billing Series for multiple branches in Logic ERP, and how to copy an existing sales configuration from one branch to others to maintain consistency.
Open Setup Series for Multiple Branches
From the Main Menu, navigate to Setup
Go to Setup Items
Open Setup Series for Multiple Branches
Create a New Billing Series
Enter the New Bill Series
Select the appropriate Series Type
From Add Financial Year or Branch, choose the required option from the dropdown
Select the applicable Branches
After defining all details, click Create
The billing series is now created for the selected branches.
Copy Sales Configuration to the New Series
To apply the same billing configuration across branches:
Open the Copy Sale Configuration Tab
Select the Source Branch
This should be the branch where the sales configuration is already defined correctly
Select the Source Series from which settings will be copied
Select the Destination Branch
Select the Destination Series where the configuration needs to be applied
Click Copy
The configuration is now successfully applied to the destination series.
Verify Series in the Head Office Branch
Since we are logged into the Head Office Branch:
Open the Sales Bill window
Check the Series selection
The newly created billing series is visible with all defined settings
Verify Series in Another Branch
Log in to another branch
Open the Sales Bill window
Check the Series list
The same billing series with identical configuration is available here as well, confirming that the setup has been successfully applied across multiple branches.
Conclusion
By configuring a Billing Series for Multiple Branches in Logic ERP, you can:
Maintain uniform billing configurations across branches
Reduce repetitive setup work
Ensure consistency in sales processes
Simplify branch-wise operations
This feature is especially useful for organizations operating with centralized controls and multiple locations.
