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Supplier wise Rate/Last Scheme etc. at the time of Purchase Entry

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๐Ÿ“ฆ๐Ÿ” Viewing Last Scheme & Supplier Rates in Logic ERP

Logic ERP offers a smart feature that that allows users to view supplier-specific rates ๐Ÿ’ต and the last scheme applied ๐ŸŽ during purchase entry. This functionality streamlines the purchasing process by eliminating the need for manual verification๐Ÿงพ, ensuring inventory accuracy๐Ÿ“Š, and enhancing operational efficiency. Follow this step-by-step tutorial to enable and use this feature within the Purchase Voucher module ๐Ÿ›’.


โš™๏ธStep 1: Enabling the Last Scheme Detail Feature

1. Access the Purchase Voucher Module

  • Navigate to the Main Menu๐Ÿ .

  • Click on Purchase๐Ÿ›๏ธ and selectโžก๏ธ Purchase Voucher๐Ÿ“ฅ.

2. Open Configuration Settings

  • Within the Purchase Voucher windowโžก๏ธ, click on Configurationโš™๏ธ.

  • Select Purchase Voucher Configuration๐Ÿ“.

3. Modify Purchase Voucher Settings

  • From the configuration list, choose Purchase Voucher.

  • Navigate to Other Settings 1๐Ÿ“‘.

  • โœ…Enable the checkbox for Prompt for Last Scheme of an Item.

4. Refresh the Purchase Voucher Window

  • Click on New Bill๐Ÿ“„ to apply the changes๐Ÿ”„ and ensure that the configuration is updated.


๐ŸงพStep 2: Using the Last Scheme Detail Feature

1. Enter a Purchase Voucher

  • Open the Purchase Voucher window.

  • Begin entering the purchase details for a specific supplier๐Ÿ‘จโ€๐Ÿ’ผ.

  • If a scheme is applicable, input the relevant details.

  • Example: If purchasing 60 units, you may receive 10 additional units free๐ŸŽ as part of the scheme.

  • Save the voucher๐Ÿ’พ to store this purchase record.

2. Re-enter a Purchase for the Same Supplier

  • Initiate a new purchase entry for the same supplier.

  • As soon as you begin entering the purchase details, the system will automatically๐Ÿ”display the scheme details from the previous purchase.

  • If you add another item, its last scheme details will also be displayed๐Ÿง .

  • โœ…This ensures that you are consistently aware of past schemes without needing to manually verify old records.


๐Ÿ”Step 3: Accessing Additional Information

1.๐Ÿ“ฆ Lot Selection Details

  • When selecting a lot during purchase entry, the system will display the previous purchase rate๐Ÿ’ฐ of that item.

  • This helps in making informed purchasing decisions based on historical pricing๐Ÿ“‰๐Ÿ“ˆ.

2. ๐Ÿ“ŠMore Options for Detailed Insights

  • ๐Ÿ“ŒOption 1: View the complete sales history of the selected item to analyze its movement and demand.

  • ๐Ÿ“ŒOption 2: Check when a specific lot of an item was last sold๐Ÿ•’, helping in stock rotation decisions.

  • ๐Ÿ“ŒOption 3: Review all previous purchase details of the item to compare rates and schemes๐Ÿ“ˆ over time.

  • ๐Ÿ“ŒOption 4: Verify purchase lot transactions to ensure accuracyโœ… and compliance with procurement policies.


๐Ÿš€Step 4: Key Benefits of This Feature

1. Eliminates Manual Checking๐ŸงพโŒ

  • Automates the process of verifying past applied schemesโœ…, reducing errors and time consumption.

  • Eliminates the need to manually search for old supplier bills๐Ÿ“š.

2. Enhances Inventory Accuracy๐Ÿ“ฆ

  • Ensures accurate stock records by maintaining a clear history of item purchases and schemes๐Ÿงพ.

  • Reduces discrepancies in stock levels๐Ÿ” by automatically applying past scheme details.

3. Facilitates Quick Decision-Makingโšก

  • Provides real-time๐Ÿ•’ access to past pricing and schemes, helping users make better purchasing decisions.

  • Enables businesses to negotiate better deals๐Ÿค with suppliers by referring to previous purchase details.


โœ… Conclusion

By incorporating this feature into your purchasing workflow and using the Last Scheme & Rate View feature in Logic ERP, your business can:

๐Ÿ”„ Streamline purchase workflows. ๐ŸŽฏ Improve inventory accuracy. ๐Ÿ’ก Make informed decisions and optimizing stock control. ๐Ÿ’ผ Strengthen supplier relationships.

Start using this feature today to enhance your procurement process and boost operational efficiency! ๐Ÿ“ˆ๐Ÿ’ผ


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