Branch + Supplier + Items

YouTube: How to Set Up Item Linking by Branch and Supplier?

How to Set Up Item Linking by Branch and Supplier?

In this tutorial, we will learn how to link Branch, Supplier, and Items for Purchase Orders in Logic ERP and understand how this configuration controls item visibility during purchase order entry.

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Open Branch + Supplier + Item Linking Setup

• From the Main Menu, navigate to Setup

• Open Party Wise Settings

• Click on Branch + Supplier + Items

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Define Branch–Supplier–Item Linking

You can define the linking in two ways:

• Entry Mode (Individual Linking)

• Batch Mode (Multiple Linking)

Let us understand Batch Mode (Multiple Linking)

• Select the Branch

• Select the Supplier

• Choose the Item to be linked

• Click Save

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Review Defined Linking

• Switch to Entry Mode

• Review and verify the linked Branch, Supplier, and Items

• Make changes if required and save

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Import Branch–Supplier–Item Linking via Excel

You can also define the linking using Excel import:

• Click on Import from Excel

• Use the Excel Help button to:

  • Check the required columns

  • Verify column names and format

• Ensure that:

  • Excel column headers exactly match the names shown in Excel Help

• Browse and select the Excel file

• Choose the correct Sheet Name

• Click Refresh to load the data

• Once verified, click Save

The linking will be successfully imported.

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Understand How the Linking Works in Purchase Orders

• Open Purchase Order from Order Processing

• Ensure you are logged into the same branch for which linking is defined

• Select the Supplier

While entering items:

• The system automatically filters the item list

• Only those items are displayed which are:

  • Linked to the selected Supplier

  • Mapped to the current Branch

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Conclusion

By configuring Branch + Supplier + Item linking in Logic ERP, you can:

• Restrict item selection supplier-wise and branch-wise

• Avoid incorrect item selection in purchase orders

• Maintain better vendor control and purchase accuracy

• Simplify and standardize purchase order entry

This setup is especially useful for organizations dealing with supplier-specific item procurement across multiple branches.