Do not allow entry without Sale Order or Delivery Order

YouTube: How to Restrict Sale Bill Entry Without a Sale Order or Delivery Order ?

How to Restrict Sale Bill Entry Without a Sale Order or Delivery Order ?

This feature ensures that users cannot enter items in a Sale Bill unless they are retrieved from a corresponding Sale Order or Delivery Order, thereby enforcing proper order tracking and process control.

---

Enable Restriction in Sale Voucher Configuration

• Navigate to the Sale Voucher Configuration.

• Select the desired Series from the dropdown list.

• Navigate to the Other Settings – 3 tab.

• Locate the option: "Do not allow entry without".

• From the dropdown, select either:

  • N/A - By default, this option is set to "N/A".

  • Sale Order

  • Delivery Order

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.

• Click Save to apply the configuration.

---

2. Create a Sale Bill Using an Existing Order

• Navigate to the Billing and create a new "Sale Bill".

• Select the Customer Name.

• Click on Retrieve Order.

• Choose the relevant Sale Order from the list and retrieve the items.

• Attempt to Manually Add an Item

  • Try adding an item manually (not from the retrieved order).

  • Attempt to save the voucher.

    • System Alert: “Entry without Sale Order not allowed.”

  • Remove the manually entered item from the voucher.

As you can see in the picture, the software has prompted that you cannot create a sale bill without a sale order.

---

4. Save Voucher with Only Retrieved Items

• Ensure the voucher contains only the items retrieved from the Sale/Delivery Order.

• Click Save.

  • The voucher is saved successfully.

---

Key Benefits

• Enforces order compliance and prevents unauthorized sales.

• Eliminates data entry errors by ensuring sales align with prior orders.

• Enhances inventory and order management accuracy.