For the complete documentation index, see llms.txt. This page is also available as Markdown.

Show Lots for Current Branch Only

YouTube: How to Filter Lots from the Current Branch Only in the Receipt Register?

How to Filter Lots from the Current Branch Only in the Receipt Register?

In this tutorial, we will learn how to enable the "Show Lots of Current Branch Only" option in the Receipt Register Configuration. This feature ensures that the Lot Search window displays only the lots belonging to the currently logged-in branch, making lot selection faster and more accurate.


Objective of This Feature

  • Display branch-specific lots during Receipt Register entry.

  • Prevent selection of lots from other branches.

  • Simplify the Lot Search window.

  • Improve inventory accuracy across branches.

  • Reduce the chances of selecting incorrect lots.


Review the Default Behavior

Before enabling the feature, let's understand the default behavior.

  • Initiate a New Receipt Register entry.

  • Select an Item.

Result

The Lot Search window displays lots from all branches, regardless of the branch currently logged into the system.


Let's enable the Feature

  • Open the Receipt Register Configuration window.

  • Navigate to the Other Options section.

  • Locate and enable the option labeled as:

"Show Lots for Current Branch Only"

  • Save the configuration.


Create a New Receipt Register Entry

  • Initiate a New Receipt Register entry.

  • Select an Item.

Result

The Lot Search window now displays only the lots belonging to the currently logged-in branch.

For example, if you are logged into the Head Office branch, only the lots associated with the Head Office are displayed.

Similarly, when you log into another branch, the system will display only the lots available for that respective branch.


Key Benefits

  • Displays only branch-specific lots.

  • Prevents accidental selection of lots from other branches.

  • Simplifies the Lot Search process.

  • Improves branch-wise inventory control.

  • Enhances accuracy during Receipt Register entry.


Best Practice Tips

  • Enable this feature in multi-branch environments to avoid cross-branch lot selection.

  • Verify that lots are correctly assigned to their respective branches.

  • Regularly review branch-wise inventory records to ensure accurate lot availability.

  • Use this feature to streamline inventory operations and improve data accuracy.


Final Outcome

After enabling "Show Lots of Current Branch Only", Logic ERP restricts the Lot Search window to display only the lots belonging to the currently logged-in branch. This improves inventory accuracy, simplifies lot selection, and helps users process Receipt Register entries more efficiently in a multi-branch environment.

Last updated