Item Category and Attributes up to 30 levels

YouTube: Item Category up to 30 levels

📦✨ Introduction

Logic ERP offers a powerful and flexible item categorization system that allows users to efficiently manage and organize inventory like a pro! While most ERPs support only 5–10 grouping levels, Logic ERP supports up to 🧩 30 item groups, each with 5 subgroup levels 🔽—allowing deep and detailed organization.

💡This feature allows businesses to streamline inventory management✅, enhance reporting📊, and improve transaction🧾 efficiency.

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🏗️Creating Item Groups

With Logic ERP, you can create an unlimited number of item groups with ease. Follow these steps to set up item groups:

Navigate to the Setup Item Group window

• 🚀Open Logic ERP and 🔧Navigate to the Setup option then expand the Setup items section in the main menu.

• 📂Then, Select the Setup Item Groups option to create a new item group.

Define Group Levels and Subgroups

• 📌 Assign a primary category based on:

  • 🏷️ Product type

  • 🧢 Brand

  • 🔩 Any other business-specific classification.

• Utilize up to five levels within each group💡 to create subgroups as needed, allowing for better organization and structure.

Allocate Items to Groups

• ✅Select multiple items and allocate them to a specific group in one step, saving time and effort.

• 📊Ensure proper classification to facilitate better search and reporting.

• 🔄Review and update item allocations periodically to reflect changes in inventory.

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🧾Using Item Groups in Transactions

Item groups are integrated into all transactions🧠, making it easy to filter and select items during sales and purchase processes.

🛒Filtering Items in Vouchers

While entering a sale or purchase voucher

1. 📥Locate the item selection field.

2. 🗂️Use the "Group Filter" option to select a specific item group.

3. ✅The system will display only the items allocated to that group, streamlining selection and reducing errors.

🎯This feature is particularly useful when dealing with large inventories, ensuring that only relevant items are visible and selectable.

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📈Enhancing Reports with Item Groups

The item group filter is available in all reports, allowing for detailed analysis of inventory across different categories. This feature provides businesses with valuable insights into stock levels, sales performance, and purchasing trends.

📝Steps to Use Item Group Filter in Reports

1. Open the desired report (e.g., sales🛒, stock📦, purchase analysis🧾).

2. 🧭Apply the item group filter to view items categorized under a specific group.

3. 📊Analyze the grouped data for better decision-making and performance tracking📉.

4. 🧠Generate customized reports based on item groups to identify high-performing categories and optimize inventory management.

This feature provides businesses with valuable insights into stock levels, sales performance, and purchasing trends.

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✅Best Practices for Effective Item Grouping

• 🧱Consistent Naming Conventions: Use standardized names for item groups to avoid confusion and ensure uniformity.

• 🔁Regular Updates: Periodically review and update item groups to reflect changes in business operations and inventory.

• 👥User Training: Train employees on how to effectively use item grouping to maximize efficiency and reduce errors.

• 📈Utilize Reports: Leverage item group reports to track stock movement, sales trends, and reorder requirements.

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🏁 Conclusion

The advanced item grouping feature in Logic ERP is your key to smarter inventory management 🔐. By using item groups:

• 🔄 Transactions become smoother.

• 🔍 Inventory tracking simplifies.

• 📈Reporting insights are enhanced.

We hope this tutorial has been helpful in understanding and utilizing item grouping in Logic ERP. 🚀📦📊.