Item Filter

YouTube: How to Filter Items by Raw/Finished Attribute in Sale Bill ?

How to Filter Items by Raw/Finished Attribute in Sale Bill ?

In this tutorial, we’ll guide you through the process of filtering items as Raw, Finished, or Both during billing in Logic ERP, enhancing both speed and accuracy.

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Access Sales Voucher Configuration

• Navigate to Sales Voucher Configuration.

• Select the relevant billing series.

• Locate the option labeled “Item Filter” Under the "Other Settings-2".

• Choose from the following filter modes:

  • Both (displays Raw and Finished items)

  • Finished Only

  • Raw Only

• Set the filter to Both and save the configuration.

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Classify Items During Creation

• Navigate to the Setup/Setup Items and the click on "Setup Items Multiple Packs/Sizes".

• Within this screen, you’ll find the classification option:

  • Set the item as Raw or Finished depending on its use.

• Save the item details.

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Implementing Item Filter – "Both"

• Navigate to the Billing and create a new Sale Bill.

• Since the filter is set to Both, the item search list will display: All Raw and Finished items.

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Implementing Item Filter – "Finished Only"

• Return to Sales Voucher Configuration.

• Set the Item Filter to Finished and save.

• Go to billing and open the item search list.

• Observation:

  Only Finished items are now displayed in the search list.

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Implementing Item Filter – "Raw Only"

• Again, update the Item Filter in configuration to Raw.

• Save the changes and go to the billing screen.

• Open the item search list.

• Observation:

  The list now shows only Raw items, as per the applied filter.

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Benefits of Using Item Filters

• Helps in faster item selection during billing.

• Reduces errors and confusion in item listings.

• Streamlines billing by ensuring only relevant items are shown to the user.