Always Pick - Rate from
YouTube: How to Configure Default Rates in Sales Orders?
How to Configure Default Rates in Sales Orders?
In this tutorial, we will learn how to configure Automatic Rate Selection in the Sales Order module using the Always Pick option. This feature allows you to automatically fetch item rates from different sources, such as the Item Master, Lot Master, Party + Item Wise Rates, or Branch Rate Group Wise Item Rates.
Objective of This Feature
Automatically populate item rates during Sales Order entry.
Eliminate manual rate selection.
Ensure consistent and accurate pricing.
Support multiple rate sources based on business requirements.
Reduce pricing errors and improve efficiency.
Open Sales Order Configuration
Open the Sales Order Configuration window.
Navigate to the Other Options section.
Locate and enable the option labeled as:
"Always Pick"
This feature consists of two settings:
Rate Type – Select the rate to be picked automatically (e.g., Sales Rate).
Rate From – Select the source from which the rate will be fetched.
Enable the Always Pick option before selecting the required configuration.
Option 1: Item Master
Enable Always Pick.
Select the required Rate Type (e.g., Sales Rate).
Set Rate From to Item Master.
Save the configuration.
Observe the Functionality
Initiate a New Sales Order.
Select an Item.
Result
The system automatically picks the selected Sales Rate from the Item Master.
Verify the Rate
To review the configured Item Rate:
Open Setup Items Multiple Packs.
Search and select the required Item.
Navigate to the Pack Details section.
Review the Item Rates section.
The Sales Rate defined here is automatically applied during Sales Order entry.
Option 2: Lot Master
Select the required Rate Type.
Set Rate From to Lot Master.
Save the configuration.
Observe the Functionality
Initiate a New Sales Order.
Select the Item.
Result
The system automatically picks the rate from the latest Lot transaction of the selected Item.
Verify the Lot Rate
To verify the Lot Rate:
Open the Sales Voucher window.
Select the same Item.
Press F5 in the Lot Selection window.
The displayed Lot Rate matches the rate automatically picked in the Sales Order.
Option 3: Party + Item Wise Rate
Select the required Rate Type.
Set Rate From to Party + Item Wise Rate.
Save the configuration.
Observe the Functionality
Initiate a New Sales Order.
Select the Customer.
Enter the Item for which a Party-wise Rate has been defined.
Result
The system automatically applies the rate configured specifically for that Customer and Item combination.
Verify the Rate Setup
Go to the Setup Module.
Open Party Wise Settings.
Click Party + Item Wise Defaults.
Switch to Entry Mode, select the same Customer and Item, and click Refresh.
For example, if a rate of 1,500 has been defined, the same rate is automatically applied in the Sales Order.
Option 4: Branch Rate Group Wise Item Rate
Select the required Rate Type.
Set Rate From to Branch Rate Group Wise Item Rate.
Save the configuration.
Observe the Functionality
Initiate a New Sales Order.
Select the Item.
Result
The system automatically picks the rate based on the Rate Group assigned to the current Branch.
For example, the Item Rate is automatically populated as 1595.
Verify the Rate Setup
Navigation Path
Go to the Setup Module.
Open Set Other Item Details.
Click Define Branch Rate Group Wise Item Rates.
Select the appropriate Rate Group and the same Item, then click Refresh.
The configured rate (e.g., 11,999) is displayed for the selected Rate Group.
Since this Rate Group is assigned to the current Branch (for example, Head Office), the same rate is automatically applied during Sales Order entry.
Key Benefits
Automates rate selection during order entry.
Eliminates manual pricing errors.
Supports multiple pricing strategies.
Improves pricing consistency across branches and customers.
Speeds up Sales Order processing.
Best Practice Tips
Select the rate source that best matches your pricing policy.
Keep Item Master, Lot Master, and Party-wise Rates updated.
Verify Branch Rate Group assignments before using Branch-wise pricing.
Review rate configurations periodically to ensure pricing accuracy.
Final Outcome
The Always Pick feature in Sales Order Configuration enables Logic ERP to automatically fetch item rates from various sources, including the Item Master, Lot Master, Party + Item Wise Rates, and Branch Rate Group Wise Item Rates. This ensures accurate, consistent, and efficient pricing while reducing manual effort during Sales Order entry.
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