Set Item Search Configuration

YouTube: How to Highlight Items in Item Search Based on Stock or Creation Date in Sales Orders?

How to Highlight Items in Item Search Based on Stock or Creation Date in Sales Orders?

This tutorial explains how to use the “Set Item Search Configuration” feature in Logic ERP. This functionality allows users to visually highlight items in the Item Search window based on stock availability and recently created items, making item selection faster and more intuitive.

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Objective of This Feature

• Highlight items available in stock

• Identify recently created items

• Improve visibility in item search

• Speed up and simplify item selection

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Access to Sales Order Configuration

• Navigate to Sales Order Module

• Click on Configuration

• Select the relevant Sales Order Configuration

• Locate the option labeled as:

Set Item Search Configuration

• The “Item Search List Configuration (Document Wise)” window will open, where you will find two options.

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Option 1: Highlight Stock-in-Hand Items

Option

• Select Color for Stock in Hand Items

Setup

• Enable this option

• Click on Select Color

Color Selection Window

• Basic Colors → Predefined palette

• Custom Colors → User-defined palette

Create Custom Color

• Click on Define Custom Colors

• Use:

  • Color spectrum

  • Brightness slider

  • Numeric fields

• Click Add to Custom Colors

• Select the color and click OK

• And Save the changes.

Result

• Selected color is applied to in-stock items

Implement in Sale Order

• Click on New Order

• Open Item Search List

System Behavior

• Items available in stock are highlighted in selected color

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Option 2: Highlight Recently Created Items

• Display Last N Days Created Items with Different Color

Setup

• Enable this option

• Enter number of days (e.g., 15 days)

• Select a color from Basic Colors

• Click Save

Implement in Sale Order

System Behavior

• Items created in the last 15 days are

  • Highlighted in the selected color

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Key Benefits

• Quick identification of available stock

• Easy tracking of newly added items

• Better visual clarity in item search

• Faster and more efficient order entry

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Best Practice Tips

• Use distinct colors for different highlights

• Avoid using similar shades to prevent confusion

• Adjust days setting based on business needs

• Test configuration before live usage

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Final Outcome

• Item search becomes visually enhanced

• Users can easily identify stock and new items

• Faster decision-making during Sales Orders

• Improved efficiency and user experience