Specify Item Groups for Filter
YouTube: How to Filter Items by Item Groups in Purchase Orders?
How to Filter Items by Item Groups in Purchase Orders?
This tutorial explains how to filter items in a Purchase Order using Specific Item Groups in Logic ERP. This feature helps users display only relevant items during item selection, making the Purchase Order process faster and more organized.
Objective of This Feature
Filter items based on selected Item Groups
Display only relevant items in search list
Reduce search time and confusion
Improve efficiency during Purchase Order entry
Understand Default Behavior
Default Process
Create a New Purchase Order.
Go to Item Search Window.
System Behavior
All items are displayed by default.
No filtering based on group or category.
Enable Item Group Filter
Open Configuration Window
Navigate to Default Settings
Locate and enable the option labeled as:
“Specify Item Groups for Filter”
Select Item Groups
Select the required: Group Level
Tick the specific Item Groups whose items should appear in search
Click OK to apply changes.
Verify Item Filtering
New Transaction
Create a New Purchase Order Entry
Select the Supplier
Proceed to Item Details Section
Item Search
Press the Space Key to open item search list
System Behavior
Only items belonging to the selected Item Groups are displayed
Key Benefits
Faster and more focused item search
Reduced clutter in item list
Improved accuracy during item selection
Better control over item visibility
Best Practice Tips
Configure groups based on department or category needs
Regularly update group mappings
Use meaningful group structures for better filtering
Final Outcome
Item search displays only selected group items
Purchase Order process becomes faster and more organized
Users work with relevant and filtered data
Overall productivity and accuracy are improved
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