Supplier/Item Filter
YouTube: How to Set Up Supplier and Item Filters in Purchase Orders?
How to Set Up Supplier and Item Filters in Purchase Orders?
In this tutorial, we will learn how to define and use Supplier/Item Filters in Purchase Orders in Logic ERP. These filters help control which items appear in the item search list based on the selected supplier, company, brand, or branch, ensuring more accurate and efficient Purchase Order creation.
Objective of This Feature
Restrict item selection based on supplier mappings
Improve item search accuracy
Reduce incorrect item selection
Apply company, brand, and branch-specific filtering
Streamline Purchase Order entry
Access to Purchase Order Configuration
Open Purchase Order Configuration
Navigate to General Options
Locate the option labeled as:
Supplier/Item Filter
Default Behavior
When set to None:
All items are displayed in the search list
No supplier-based filtering is applied
Items from all brands and companies are visible
Option 2: Supplier + Company/Brand Filter
Select Supplier + Company/Brand Filter
Save Configuration Changes.
Implement in Purchase Order:
Create a New Purchase Order
Select a Supplier
Move to the Item Details section
Press the Space Key to open the Item Search List
System Behavior
Only items belonging to the Company or Brand linked with the selected Supplier are displayed
How to Configure Supplier + Company Linking
Go to Setup Module.
Under Party Wise Settings.
Open Supplier + Companies.
Configuration Process
Select Supplier.
Link the required Company or Brand.
Save the configuration.
Result
Whenever the Supplier is selected in a Purchase Order:
Only items from the linked Company or Brand appear in the search list.
Option 3: Supplier + Item Filter
Select Supplier + Item Filter.
Save Configuration Changes.
System Behavior
Only items specifically linked with the selected Supplier are displayed during item search.
How to Configure Supplier + Item Linking
Go to Setup Module
Under Party Wise Settings
Open Supplier + Item Linking
Configuration Process
Select the Supplier
Review or define linked Items
Save the configuration
Result
Only linked Items appear when the Supplier is selected in the Purchase Order.
Option 4: Branch + Supplier + Item Filter
Select Branch + Supplier + Item Filter.
Save Configuration Changes.
Usage
Create a New Purchase Order
Select the Supplier
Search for Items
System Behavior
Items are filtered based on:
Current Branch
Selected Supplier
Linked Items
For example:
If the user is logged into the Head Office Branch, only items mapped to that Branch and Supplier are displayed.
How to Configure Branch + Supplier + Item Linking
Go to Setup Module
Under Party Wise Settings
Open Branch + Supplier + Item Linking
Configuration Process
Select Branch
Select Supplier
Link the required Items
Save the configuration
Result
Item visibility is controlled based on both Branch and Supplier mappings
Summary of Available Filters
None
Displays all items regardless of supplier
Supplier + Company/Brand
Displays items belonging to the company/brand linked with the supplier
Supplier + Item
Displays only items linked with the selected supplier
Branch + Supplier + Item
Displays items linked with both the current branch and selected supplier
Key Benefits
Prevents incorrect item selection
Improves Purchase Order accuracy
Simplifies item searching
Supports supplier-specific purchasing policies
Enables branch-wise purchasing control
Best Practice Tips
Keep supplier-item mappings updated regularly
Use Company/Brand filters for brand-specific suppliers
Use Branch-based filters in multi-branch environments
Periodically review linked suppliers and items for accuracy
Final Outcome
Item search results are filtered according to the selected Supplier, Company, Brand, or Branch configuration.
Users can quickly locate relevant items while creating Purchase Orders.
Purchase Order processing becomes faster, more accurate, and better controlled in Logic ERP.
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