LOT Selection

YouTube: How to Configure Lot or Batch Selection in Sale Bill ?

How to Configure Lot or Batch Selection in Sale Bill ?

Logic ERP offers a smart feature that allows you to automate lot or batch selection during billing, making your processes faster, smoother, and error-free. This tutorial explains how each configuration parameter works.

Access Lot Selection Settings

• Navigate to Sales Voucher Configuration.

• Select the relevant billing series.

• Locate the setting labeled "Lot Selection".

• You will find six parameters to configure automatic lot selection. Let’s explore them.

Manual Lot Selection

• Functionality: Requires users to manually select a lot during transactions.

• Best For: Businesses needing precise control over lot tracking for each item.

Auto Pick First Lot (Sale Items Only)

• Functionality:

  • Automatically picks the first available lot for sales transactions.

  • For sale returns, it opens a Lot search window, allowing manual selection.

• Mechanism: Works on FIFO (First-In First-Out) method.

Example:

• During Sales: System auto-selects the first lot.

• During Returns: User must manually choose the correct lot.

Auto Pick If Single Lot

• Functionality: If an item has only one lot, the system automatically picks it.

• Ideal For: Simplifying transactions with limited lot availability.

Auto Pick First Lot (All Items)

• Functionality:

  • Automatically selects the first available lot for both sales and sale returns.

• Effect:

  • Streamlines lot selection in both directions of inventory movement.

Auto Pick First Lot, Skip Stock Items

• Functionality:

  • Automatically selects the lot for items marked “Do Not Affect Stock” in Item Master.

• For normal stock items, the lot search window appears for manual selection.

Example:

• Item marked "Do Not Affect Stock" → Auto selection.

• Normal item → Manual lot selection window appears.

Auto Pick If Single Lot or Same MRP

• Functionality:

  • Automatically selects the lot if there is either:

    • Only one lot available

    • Multiple lots with the same MRP.

• During Sale Return:

  • If only one lot is available → Manual selection window still appears.

  • If multiple lots have the same MRP → System auto-picks the first lot.

Example:

• Item with single lot → Auto-picked.

• Multiple lots, same MRP → Auto-picked.

• Sale return with one lot → Requires manual confirmation.

Final Step: Save the Bill

• After completing item entries and lot selections, save the bill.

• The selected configuration will dictate how the lot selection behaves for both sales and returns.

Benefits of Automated Lot Selection

• Reduces manual errors in lot selection.

• Speeds up the billing process significantly.

• Ensures consistency in inventory handling using FIFO and MRP-based logic.