Use For Sale Return

YouTube: How to Import Documents as Sales Returns in Import Sale Configuration?

How to Import Documents as Sales Returns in Import Sale Configuration?

In this tutorial, we will learn how to import Sale Bill details as a Sale Return from an external file in Logic ERP.

The "Use For Sale Return" option allows you to import the details from an external Sale Bill file directly into the Sale Return module instead of creating a regular Sale Bill.

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Access to the Import Sale Bills Module

• Navigate to the Import Sale Bills from External File module.

Default Behavior

• By default, the system is configured to import the document as a Sale Bill.

• As you can see, the Bill Series section displays all the available Sale Bill Series.

• Now, let's configure the import as a Sale Return.

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Let's Enable Use For Sale Return

• Open the Configuration window.

• Locate and enable the option labeled as:

"Use For Sale Return"

• Save the configuration changes.

System Behavior

• As you can see, after enabling "Use For Sale Return", the Bill Series section now displays the available Sale Return Series instead of the Sale Bill Series.

• This indicates that the imported Sale Bill details will now be processed as a Sale Return.

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Select the Sale Return Series

• Open the Bill Series dropdown.

• Select the required Sale Return Series.

• Select the required external Sale Bill file.

• Proceed with the import process.

Import Result

• The Sale Bill document has been successfully imported.

• Now, let's verify the result in the Sale Return module.

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Verify the Imported Sale Return

• Open the Sale Return module.

• Locate the imported document.

• Verify the imported transaction details and Bill Series.

Result

As you can see, the Sale Bill details have been successfully imported as a Sale Return under the selected Sale Return Series.

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Final Outcome

By enabling "Use For Sale Return", you can import Sale Bill details from an external file directly as a Sale Return. The system automatically displays the available Sale Return Series, allowing you to select the required series before completing the import.