Item - Filter by Raw or Finish
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YouTube: How to Filter the Receipt Register by Raw or Finished Items?
In this tutorial, we will learn how to use the Items Filter option in the Receipt Register Configuration. This feature allows you to control whether the Item Search window displays Raw Material, Finished Goods, or Both, making item selection faster and more relevant.
Filter items based on their classification.
Simplify the Item Search window.
Display only relevant items during Receipt Register entry.
Improve data entry efficiency.
Reduce the chances of selecting incorrect items.
Open the Receipt Register Configuration window.
Navigate to the Other Options section.
Locate the option labeled as:
"Items"
This dropdown provides three options:
Raw Material
Finished Goods
Both
By default, the Items Filter is set to Both.
The Item Search window displays both Raw Material and Finished Goods.
No filtering is applied.
Select Raw Material from the dropdown.
Save the configuration.
Observe the Functionality
Initiate a New Receipt Register entry.
Open the Item Search window.
Result
Only Raw Material items are displayed, while all Finished Goods are filtered out.
Configuration
Return to the configuration window.
Select Finished Goods from the dropdown.
Save the configuration.
Observe the Functionality
Initiate a New Receipt Register entry.
Open the Item Search window.
Result
Only Finished Goods are displayed, while all Raw Material items are filtered out.
The classification of an item as Raw Material or Finished Goods is defined in the Item Master.
Based on this classification, the Items Filter option determines which items are displayed in the Item Search window.
This filtering feature is not limited to the Receipt Register.
It can also be applied across various Item Search windows throughout the software, including reports, helping maintain consistent item filtering across different modules.
Displays only relevant items during entry.
Reduces item selection errors.
Speeds up voucher entry.
Improves usability of Item Search windows.
Provides consistent filtering across multiple modules and reports.
Ensure all items are correctly classified in the Item Master before using this feature.
Select Raw Material or Finished Goods based on your operational requirements.
Use Both when transactions involve multiple item types.
Review item classifications periodically to maintain accurate search results.
The Items Filter option in the Receipt Register Configuration allows you to control which items appear in the Item Search window by filtering Raw Material, Finished Goods, or Both. This improves search efficiency, minimizes selection errors, and ensures users work only with relevant items throughout the software.
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