Retail Customer Selection Mandatory in Billing
YouTube: How to Globally Make Retail Customer Selection Mandatory in Billing?
How to Globally Make Retail Customer Selection Mandatory in Billing?
In this tutorial, we’ll explain a feature that requires selecting a retail customer before saving a sale voucher, ensuring proper customer details are captured in every transaction.
Access Global Settings in Logic Admin
Open Logic Admin.
Navigate to Global Settings.
Under POS Options, go to the POS Options 1 section.
Locate and enable the option labeled as:
"Retail Customer Selection Mandatory in Billing"
Click Save, then restart the software to activate the setting.
Note:
This option is also available in individual sale bill configurations, but it needs to be set manually per billing series.
Enabling it in Global Settings applies it across all billing series and branches.
Implement the Functionality
Open the Sale Bill - Touch Screen window.
Begin creating a sale bill.
Try to save the bill without selecting a customer.
The software will prompt:
“Retail customer selection is mandatory to proceed.”
Select an existing customer or create a new one.
Now you’ll be able to save the bill successfully.
Result: Ensures better tracking and accountability by mandating customer selection before billing.
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