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

**YouTube:** [How to Configure Retrieval of Sale Orders in Sale Bill/Challan with Branch Filter?](https://youtu.be/4Sgktg1R9tM)

## 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.

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### Enable Branch Filter Setting

* Open **Logic Admin**.
* Navigate to **Global Settings**&#x20;
* Click to **Sales Settings 3**.
* Locate the option labeled as:

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

<figure><img src="/files/ec8FpV93jEjf9pZJwEbs" alt=""><figcaption></figcaption></figure>

* 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.

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### Understand Each Option

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### **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.

<figure><img src="/files/VAKRmIPPwt8SGZUsSvvT" alt=""><figcaption></figcaption></figure>

***

### **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.

<figure><img src="/files/IqAtZ30CanGDw9WivOMG" alt=""><figcaption></figcaption></figure>

***

### **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**.

<figure><img src="/files/896Jre4eJYD9eE9hJDXL" alt=""><figcaption></figcaption></figure>

* Open the Sale Bill window → retrieve sale orders.
* Result: Only sale orders from branches in the **same Level One group** are shown.

<figure><img src="/files/rnBh1goBjpLUmbqicIKy" alt=""><figcaption></figcaption></figure>

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### **Use Case Summary**

| Option                       | Use Case                                                                |
| ---------------------------- | ----------------------------------------------------------------------- |
| Current Branch               | For branch-specific operations where orders must remain isolated.       |
| All Branches                 | For central offices or admins who need visibility across all locations. |
| Current Branch Group Level 1 | For multi-branch setups operating under shared regional/group control.  |

***

### **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.


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