For the complete documentation index, see llms.txt. This page is also available as Markdown.

Specify Item Groups for Filter

YouTube: How to Configure Item Group-Based Item Filtering in Job Orders?

How to Configure Item Group Based Item Filtering in Job Orders?

In this tutorial, we will learn how to filter items based on specific Item Groups in the Job Order Item Search window using the Specify Item Groups for Filter option in Logic ERP. This feature helps users quickly find relevant items by limiting the search to selected Item Groups.


Objective of This Feature

  • Filter items based on specific Item Groups

  • Reduce irrelevant items in the search list

  • Make item selection faster and easier

  • Improve Job Order entry efficiency

  • Simplify item searching and selection


Understand the Default Behavior

  • Initiate a New Job Order entry.

  • Navigate to the Item Details section.

  • Open the Item Search window.

Result

By default, the search window displays items belonging to all Item Groups available in the software.


Access to the Job Order Configuration

  • Open the Configuration window.

  • Navigate to the Default Settings section.

Specify Item Groups for Filtering

  • Locate and enable the option labeled as:

"Specify Item Groups for Filter"

  • A list of available Item Groups will appear.

  • Select the required Group Level.

  • Choose the Item Group or Groups that should be available in the Item Search window.

  • Save the configuration changes.


  • Initiate a New Job Order entry.

  • Navigate to the Item Details section.

  • Open the Item Search window.

Result

  • The search window now displays only the items belonging to the selected Item Groups.

  • This makes the item search more focused and helps users quickly select the required items.


Key Benefits

  • Faster item searching

  • Reduces irrelevant search results

  • Simplifies Job Order entry

  • Improves user productivity

  • Provides focused item selection

  • Minimizes selection errors


Best Practice Tips

  • Select only the Item Groups relevant to Job Order processing.

  • Review the configured Item Groups whenever new groups are added.

  • Use appropriate Group Levels to achieve more precise filtering.


Final Outcome

After enabling Specify Item Groups for Filter, Logic ERP limits the Job Order Item Search window to the selected Item Groups. This makes item selection faster, more focused, and more efficient.

Last updated