Bulk updates of rates through Excel

YouTube: Bulk Rates Update through Excel

📊🔄 Updating Item Rates in Logic ERP (Using Excel) – Step-by-Step with Emojis

Need to update item rates in bulk? ✅ With Logic ERP, you can do it effortlessly using an Excel sheet — saving you time and boosting productivity! ⏱️📈


📋 Step-by-Step Instructions

🧾 1. Prepare Your Excel Sheet

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

  • 📌 The Barcode column is mandatory for successfully updating item rates.

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


📂 2. Navigate to the Inventory Menu

  • 🖥️ Open your Logic ERP application.

  • 📦 Go to the Inventory Menu to manage stock-related actions.


✏️ 3. Editing Item Lot Rates

  • 🧾 Select Edit Item Lot Rates from Barcodes.

  • ⚙️ Easily make changes to lot rates, without editing each entry manually.

  • 💾 Save frequently to avoid losing updates


🔄 4. Refreshing Data

  • Click the 🔃 Refresh button after updates.

  • ✅ Ensures all changes are accurately reflected in the system.


📥 5. Import Process

  • Go to Imports from File

  • 📁 Choose your Excel file

  • ✔️ Select Overwrite Existing Rates to update your item rates with the new data.

  • 🔍 Verify that your Excel sheet is structured correctly for a successful import.


💡 Additional Guidance

  • ❓ Need help? Click the Help button

  • 📚 The Help section shows:

    • Required Excel columns

    • Common issues and fixes


🎯 Summary

By following these steps, you’ll:

  • 🚀 Bulk update item rates with ease

  • 🛠️ Minimize manual errors

  • ⏱️ Save valuable time

  • 📈 Boost workflow efficiency

Now go update those rates like a pro! 💪💻📊

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