Retrieve Sale Order in Sale Bill/Challan (Branch Filter)

YouTube: How to Configure Retrieval of Sale Orders in Sale Bill/Challan with Branch Filter?

How to Configure Retrieval of Sale Orders in Sale Bill/Challan with Branch Filter?

Learn how to configure and use the "Retrieve Sale Order in Sale Bill/Challan (Branch Filter)" setting in Logic ERP. This feature allows users to control the visibility of sale orders based on branch access and grouping.

Enable Branch Filter Setting

• Open Logic Admin.

• Navigate to Global Settings

• Click to Sales Settings 3.

• Locate the option labeled as:

  "Retrieve Sale Order in Sale Bill/Challan (Branch Filter)"

• This option includes the following dropdown choices:

  • Current Branch (Default)

  • All Branches

  • Current Branch Group Level One

• Select the desired option, then save the settings.

• Restart the software to apply the changes.

Understand Each Option

1. Current Branch (Default)

• Displays only sale orders created under the currently logged-in branch.

Try It Out:

• Create one or more sale orders under the current branch.

• Open the Sale Bill window.

• Select the Customer, go to item details and click "Retrieve Order".

• Result: Only orders from the current branch appear.

2. All Branches

• Displays sale orders from all branches, regardless of login branch.

Try It Out:

• Switch to this option in Logic Admin → Save & Restart.

• In the Sale Bill window, retrieve sale orders.

• Result: Orders from every branch are now visible in the search.

3. Current Branch Group Level One

• Displays sale orders from:

  • The current branch + Other branches assigned to the same Level One group.

Try It Out:

• Switch to this option in Logic Admin → Save & Restart.

• Open Setup → Branch Groups.

• Assign multiple branches to the same Level One group.

• Open the Sale Bill window → retrieve sale orders.

• Result: Only sale orders from branches in the same Level One group are shown.

Use Case Summary

Conclusion

The Branch Filter setting in Logic ERP offers flexible control over sale order visibility based on your operational structure. Use it to tailor access for different roles—whether you work in a single branch, manage a group, or oversee the entire business.