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