Rate on Basis of
YouTube: How to Configure Rates on a Per Pack or Per Unit Basis in Sales Orders?
How to Configure Rates on a Per Pack or Per Unit Basis in Sales Orders?
In this tutorial, we will learn how to configure the Rate on the Basis Of option in the Sales Order Configuration. This feature allows you to calculate item rates either on a Pack basis or on a Unit basis, depending on your business requirements.
Objective of This Feature
Configure item rates on a Pack or Unit basis.
Support different sales and packaging methods.
Automate rate calculation based on the selected mode.
Ensure accurate pricing during Sales Order entry.
Improve flexibility in quantity and rate management.
Open Sales Order Configuration
Open the Sales Order Configuration window.
Navigate to the Other Options section.
Locate the option labeled as:
"Rate on Basis of"
This option provides two choices:
Rate Per Pack
Rate Per Unit
Option 1: Rate Per Pack
When Rate Per Pack is selected, the system considers the rate of the entire pack or box.
Configuration
Select Rate Per Pack.
Configure the appropriate CF for Units Per Pack based on the conversion factor defined in the Item Master.
Save the configuration.
Observe the Functionality
Initiate a New Sales Order.
Select an Item.
Result
The system automatically picks the rate of the complete pack or box for the selected item.
The item quantity is entered according to the selected Units Per Pack conversion factor.
Option 2: Rate Per Unit
When Rate Per Unit is selected, the system calculates the item rate for each individual unit.
Configuration
Return to the configuration window.
Change Rate On the Basis Of to Rate Per Unit.
Set CF for Units Per Pack to Units.
Save the configuration.
Observe the Functionality
Initiate a New Sales Order.
Select the same Item.
Result
The system automatically calculates and displays the rate per individual unit instead of the complete pack.
The quantity is entered in individual units, and pricing is calculated accordingly.
Verify Conversion Factor Settings
To review the conversion factors used for the Item:
Open Setup Item Multiple Packs.
Search and select the required Item.
Navigate to the Pack Details section.
Result
Here, you can review all the conversion factors and Units Per Pack values defined for the Item. The system uses these settings to calculate quantities and rates based on the selected configuration.
Key Benefits
Supports both pack-wise and unit-wise pricing.
Automates rate calculation based on business requirements.
Improves pricing accuracy.
Simplifies sales order processing.
Provides flexibility for different packaging structures.
Best Practice Tips
Use Rate Per Pack when items are sold as complete packs or boxes.
Use Rate Per Unit when items are sold individually.
Ensure the appropriate CF for Units Per Pack is configured before creating Sales Orders.
Verify Item Master conversion factors to ensure accurate quantity and rate calculations.
Final Outcome
The Rate On the Basis Of feature allows Logic ERP to calculate item rates either on a Pack basis or a Unit basis. By selecting the appropriate pricing method and conversion factor, the system automatically applies the correct rate during Sales Order entry, ensuring accurate pricing and flexible order processing.
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