Pick Branch Rate Group Wise Rates in Purchase

YouTube: How to Pick Rates Defined in Branch Rate Groups During Purchase?

How to Pick Rates Defined in Branch Rate Groups During Purchase?

In this tutorial, we will discuss a new purchase option that allows the system to pick branch rate group–wise rates when item-wise rates are enabled.

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Enable the Purchase Option

• Open Logic Admin.

• Navigate to Global Settings.

• Under Purchase Options, enable: “Pick Branch Rate Group Wise Rates in Purchase if Pick Item Wise Rates is Enabled.”

• Save the changes.

• Restart the software to apply the setting.

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Define Branch Rate Groups

• Navigate to the Main Menu → Setup Module.

• Under Branch Setup, open Setup Branch-Wise Master Group.

• Define the required rate groups.

  • For example, Delhi Rate Group and Mohali Rate Group.

In this case, the rate groups are already defined.

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Define Branch Rate Group–Wise Item Rates

• Go to Setup → Set Other Item Details.

• Open Define Branch Rate Group Wise Item Rates.

• Select the Rate Group.

• Choose the required items from the search list.

• Enter the Entry Date and click Refresh.

• Define the item rates for each rate group.

• Save the details.

Repeat this process for all required rate groups.

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Allocate Rate Groups to Branches

• Open Setup Branches from the menu bar.

• Assign:

  • Delhi Rate Group to the Delhi Branch

  • Mohali Rate Group to the Mohali Branch

• Save the changes.

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Verify the Rate Picking in Purchase Entry

Purchase Entry – Delhi Branch

• Log in to the Delhi Branch.

• Open the Purchase Entry window.

• Ensure Pick Item-Wise Rates is enabled in the purchase configuration.

• Create a new purchase entry and transact the item.

Result: The item rate is automatically picked based on the rate group assigned to the Delhi branch.

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Purchase Entry – Mohali Branch

• Log in to the Mohali Branch.

• Create a purchase entry for the same item.

Result: The system automatically picks the rate defined under the Mohali branch’s rate group.

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Summary

• Branch-specific pricing control

• Automatic rate selection during purchase

• Works seamlessly with item-wise rates

• Eliminates manual rate entry errors