Do not allow Bill saving without Patient and Doctor Details for items in Marked Groups at Level
Last updated
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This tutorial demonstrates how to configure Logic ERP to restrict bill saving if Patient and Doctor details are missing for items that belong to special or prescription-required categories.
Open the Logic installation folder.
Run Logic Admin.
Navigate to Global Settings.
Go to the Sales Settings Three tab.
Find the option: “Do not allow bill saving without Patient and Doctor Details for items in marked groups at level:”
From the dropdown menu, select the relevant item group level.
Enable the checkbox and click Save.
Restart the Logic ERP software to apply the new configuration.
Open Logic ERP and begin creating a Sales Voucher.
Skip entering Patient and Doctor details and proceed to add item(s).
When you try to save the voucher, the system will display:
“Patient name cannot be left blank”
“Doctor name cannot be left blank”
This validation is triggered only for items that belong to marked item groups requiring prescriptions.
Navigate to Setup/Setup Items then click on Setup Item Group.
Create a new group or edit an existing one that includes regulated or prescription items.
In the item group window, locate the column for Patient & Doctor validation.
Mark “Yes” to enforce this validation for all items under this group.
Save the changes.
Enabling this feature ensures that medical or prescription-based items are not billed without the necessary Patient and Doctor information. It helps in maintaining regulatory compliance and preventing unauthorized sales.
