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.
Open Branch + Supplier + Item Linking Setup
From the Main Menu, navigate to Setup
Open Party Wise Settings
Click on Branch + Supplier + Items
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
Review Defined Linking
Switch to Entry Mode
Review and verify the linked Branch, Supplier, and Items
Make changes if required and save
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.
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
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.
