Prompt for Bill Adjustment in Sale Return
PreviousPrompt in Sale Return if Lot/Item Sale is More Than Defined Months/DaysNextAuthorization in case of Sale Return Entry
Last updated
Last updated
YouTube:
In this tutorial, we will guide you through the process of enabling a useful feature in Logic ERP that prompts users to adjust bills immediately after saving a Sale Return entry. This feature helps maintain accurate account balances by ensuring that any returns are promptly reflected against outstanding bills. It eliminates the need to manually open the bill adjustment window, improving workflow efficiency and reducing the chances of missed adjustments.
Begin by launching the Logic Admin.
Navigate to the Global Settings section.
Inside Global Settings, go to the "Sale Return Settings" tab.
Locate and enable the option labeled: "Prompt for Bill Adjustment in Sale Return".
Click the Save button to apply your changes.
For the new setting to take effect, restart the software.
Open the Sale Return Voucher screen within the Logic ERP system.
Enter all the required details, such as customer name, items being returned, quantities, rates, and applicable taxes.
Once the details are correctly filled in, click Save to finalize the sale return entry.
Immediately after saving the sale return, the Bill Adjustment window will appear automatically.
In this window:
Select the original sales bill that corresponds to the return.
Choose the matching entry from the list provided.
Click on the "Adjust Entry" button to complete the process.
By enabling the "Prompt for Bill Adjustment in Sale Return" option, businesses can streamline their return and billing workflows, minimize manual intervention, and ensure financial accuracy. This tutorial helps users configure and use this feature effectively to improve their operational efficiency.
