How to View Item and Lot / Batch Transaction Report in Sale Bill?
In this tutorial, we’ll show you how to view item and lot transaction reports in real time while billing, for both sales and purchases, in Logic ERP.
Generate a Sales Bill
Let’s begin by generating a sales bill.
As you can see, when you transact an item, the system automatically opens the Lot Search Window, displaying the available lots for the selected item.
You can also access the item and lot transaction reports in real time using the available options on the screen.
Simply hover your cursor over each option to view its functionality.
Sales Item Transactions
The first option displays the Sales Item Transactions.
Instead of clicking the option, you can press the F2 shortcut key to open it directly.
This report shows all the lots of the selected item that were previously sold, along with details such as:
Party name
Bill number
Transaction date
Applied discounts
Transaction amount, and more.
You can customize this report as needed by opening the Setup Column Attributes section to add or remove columns.
You can customize this report based on your specific requirements.
Use the Configuration Options to adjust the report as needed.
Sales Lot Transactions
The second option displays the Sales Lot Transactions.
Select the desired lot and open the report.
This report presents the sales transaction details for the chosen lot exclusively.
Purchase Item Transactions
The third option shows the Purchase Item Transactions.
This report provides a detailed view of the item’s purchase history across all lots.
Purchase Lot Transactions
The fourth option displays the Purchase Lot Transactions.
By selecting a specific lot and opening the report, you can view its purchase history exclusively.
Lot Search Configuration
The last option opens the Lot Search Configuration Window, where you can adjust settings and preferences for lot searches as required.
Result
By using these options, you can quickly access and analyze item-wise and lot-wise transactions for both sales and purchases without leaving the billing screen, making the process efficient and seamless.
