Carry Forward Sizes

YouTube: How to Enable Carry Forward of Packs / Sizes in Purchase Orders?

How to Enable Carry Forward of Packs / Sizes in Purchase Orders?

This tutorial explains how to automatically carry forward pack sizes in Purchase Orders in Logic ERP. It demonstrates how enabling this feature eliminates repetitive size selection, making the purchase process faster and more efficient.


Objective of This Feature

  • Automate pack/size selection in Purchase Orders

  • Reduce manual effort and repetitive tasks

  • Improve data entry speed and accuracy

  • Enhance overall workflow efficiency


Understanding Default Behavior (Feature Disabled)

  • While creating a Purchase Order

  • For each item:

    • Sizes/Packs must be selected manually every time

Limitation

  • Repetitive process

  • Time-consuming for bulk entries


Enabling Carry Forward Sizes

  • Open Purchase Order Configuration Window.

  • Navigate to General Options Section

  • Locate and enable the option labeled as:

    • “Carry Forward Sizes”

  • Click Ok.


Implement After Enabling Feature

  • Initiate a New Purchase Order

  • Ensures updated configuration is applied

  • Add an item with multiple Sizes/Packs

System Behavior

  • Sizes/Packs are automatically carried forward

  • No need to reselect sizes for each entry


Key Benefits

  • Saves time during bulk order entry

  • Eliminates repetitive manual selection

  • Improves data consistency

  • Enhances user productivity


Best Practice Tips

  • Use this feature when:

    • Same sizes are repeatedly used

  • Disable if:

    • Size selection varies frequently


Final Outcome

  • Pack/Sizes are auto filled in Purchase Orders

  • Order creation becomes faster and smoother

  • Manual effort is significantly reduced

  • Process becomes efficient and error-free

Last updated