> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/order-processing/sale-order/so-configuration/always-pick-rate-from.md).
# Always Pick - Rate from
**YouTube:** [How to Configure Default Rates in Sales Orders?](https://youtu.be/A_fIzGgJV0w)
## 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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