Multiple Views

YouTube: Multiple Views in Logic ERP

📌 Introduction

Logic ERP allows users to configure multiple views across billing and reporting windows for a more flexible and personalized experience. Whether you're updating sale voucher settings, customizing your item grid, or tailoring reports, this guide will help you make the most of the view customization options in Logic ERP.

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🧾 Configuring Sale Vouchers

Enhance your sales operations by adjusting Sale Voucher Configuration settings.

✅ Steps:

1. 🔧 Navigate to Configuration Open the Sale Voucher Configuration screen to begin customizing your voucher handling.

2. ⚙️ Adjust “Other Settings” Go to Other Setting 1 to ensure all parameters align with your workflow and reporting needs.

💡 Proper configuration helps ensure accuracy, compliance, and operational efficiency.

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📋 Managing Columns in the Item Grid

➕ Adding a Column

• Example: Add the Company Name column to your item grid.

• 🧩 Go to Setup Column Attribute

• ✅ Check the desired column (e.g., Company Name) to make it visible in your billing grid.

➖ Removing a Column

• To hide a column, simply uncheck it in the Setup Column Attribute section.

• Example: To remove Company Name, uncheck it from the list and the column will disappear from the grid.

🧠 These changes apply instantly and help tailor your screen to the most relevant data points.

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📊 Report Generation Guide

🔍 Customizing Columns

• Choose which fields appear in your reports for better focus and clarity.

• Example: To include Bill Date, locate it in the column list and enable it.

🧩 Modifying Columns

• Use Setup Column Attribute to:

  • ➕ Add new data fields

  • ➖ Remove unnecessary ones

  • ✏️ Rename for clarity if needed

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🛠️ Customizing Reports

Get the exact data presentation you need by customizing report views:

🖱️ How to Customize:

• Press F2 to access the customization window.

• Modify column order, add filters, or change headers.

• Tailor views to fit department-specific or role-specific reporting needs.

📈 This feature is especially helpful for accountants, sales teams, and inventory managers who rely on precise reporting.

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✅ Conclusion

By following this tutorial, you can:

• 📦 Enhance your billing screen layout

• 📊 Tailor report views to suit your business operations

• 🧩 Easily add or remove columns across different screens

These customization features in Logic ERP help you work smarter, reduce clutter, and gain better insights from your data.

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