Retail Customer Selection Mandatory in Billing

YouTube: How to Globally Make Retail Customer Selection Mandatory in Billing?

How to Globally Make Retail Customer Selection Mandatory in Billing?

In this tutorial, we’ll explain a feature that requires selecting a retail customer before saving a sale voucher, ensuring proper customer details are captured in every transaction.

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Access Global Settings in Logic Admin

• Open Logic Admin.

• Navigate to Global Settings.

• Under POS Options, go to the POS Options 1 section.

• Locate and enable the option labeled as:

"Retail Customer Selection Mandatory in Billing"

Let's proceed with this option turned on to understand its practical implications in Voucher entry.

• Click Save, then restart the software to activate the setting.

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Note:

• This option is also available in individual sale bill configurations, but it needs to be set manually per billing series.

• Enabling it in Global Settings applies it across all billing series and branches.

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Implement the Functionality

• Open the Sale Bill - Touch Screen window.

• Begin creating a sale bill.

• Try to save the bill without selecting a customer.

The software will prompt:

“Retail customer selection is mandatory to proceed.”

• Select an existing customer or create a new one.

• Now you’ll be able to save the bill successfully.

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Result: Ensures better tracking and accountability by mandating customer selection before billing.