Bulk updates of rates through Excel

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πŸ“ŠπŸ”„ Updating Item Rates in Logic ERP (Using Excel) – Step-by-Step with Emojis

Need to update item rates in bulk? βœ… With Logic ERP, you can do it effortlessly using an Excel sheet β€” saving you time and boosting productivity! β±οΈπŸ“ˆ


πŸ“‹ Step-by-Step Instructions

🧾 1. Prepare Your Excel Sheet

  • Before importing rates, βœ… Make sure your sheet includes all necessary columns.

  • πŸ“Œ The Barcode column is mandatory for successfully updating item rates.

  • 🧹 Keep your data neat to avoid errors during import.


πŸ“‚ 2. Navigate to the Inventory Menu

  • πŸ–₯️ Open your Logic ERP application.

  • πŸ“¦ Go to the Inventory Menu to manage stock-related actions.


✏️ 3. Editing Item Lot Rates

  • 🧾 Select Edit Item Lot Rates from Barcodes.

  • βš™οΈ Easily make changes to lot rates, without editing each entry manually.

  • πŸ’Ύ Save frequently to avoid losing updates


πŸ”„ 4. Refreshing Data

  • Click the πŸ”ƒ Refresh button after updates.

  • βœ… Ensures all changes are accurately reflected in the system.


πŸ“₯ 5. Import Process

  • Go to Imports from File

  • πŸ“ Choose your Excel file

  • βœ”οΈ Select Overwrite Existing Rates to update your item rates with the new data.

  • πŸ” Verify that your Excel sheet is structured correctly for a successful import.


πŸ’‘ Additional Guidance

  • ❓ Need help? Click the Help button

  • πŸ“š The Help section shows:

    • Required Excel columns

    • Common issues and fixes


🎯 Summary

By following these steps, you’ll:

  • πŸš€ Bulk update item rates with ease

  • πŸ› οΈ Minimize manual errors

  • ⏱️ Save valuable time

  • πŸ“ˆ Boost workflow efficiency

Now go update those rates like a pro! πŸ’ͺπŸ’»πŸ“Š

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