How to Link Retail Customers with Sales Bills After Saving?
In this tutorial, we will learn how to link a retail customer to an already generated sales bill in Logic ERP.
Generate a Retail Bill Without Customer Details
Open the Sales Bill module.
Scan the product and proceed with billing without selecting or entering any retail customer details.
Enter the payment information.
Save the bill.
The sales bill is now generated without any retail customer linked to it.
Link a Retail Customer with an Existing Bill
You can link a retail customer either by modifying the bill or by using a faster and more efficient method.
Recommended Method: Link Retail Customer with Bills Module
Open the Link Retail Customers with Bills module.
Select the bill to which you want to link a retail customer and click OK.
Select the bill again and click on Link Retail Customer.
Choose the required retail customer from the list.
Click OK.
Click Yes on the confirmation message to update the retail customer.
The retail customer is now successfully linked to the selected sales bill.
Verify the Updated Sale Bill
Open the Sales Bill module.
Search and open the updated bill.
As observed, the retail customer details are now correctly reflected in the sales bill, confirming that the linking process has been completed successfully.
Conclusion
This feature allows you to:
Generate quick retail bills without customer details
Link customers later for accurate reporting and tracking
Maintain clean customer-wise sales records in Logic ERP
