For the complete documentation index, see llms.txt. This page is also available as Markdown.

Party + Item Wise Item Codes

YouTube: How to Set Up Party- and Item-Wise Item Codes?

How to Set Up Party- and Item -Wise Item Codes?

In this tutorial, you will learn how to assign custom item codes for specific parties in Logic ERP. This feature is especially useful when customers use their own item codes, enabling faster and more accurate billing.


Open Party + Item Code Setup

To begin:

  • Go to the Setup Module

  • Navigate to Party Wise Settings

  • Open Party + Item Wise Item Codes

  • This window allows you to define custom item codes for each party.


Create Party Groups

  • Define the required Party Groups

  • Click Save

Party groups help in managing multiple customers with similar coding structures.


  • Go to Party + Group Linking Tab

  • Select the Party Account

  • Click Refresh to load details

  • Assign the appropriate Party Group

  • Click Save

This ensures the selected Party follows the defined item code structure.


Define Party Wise Item Codes

  • Move to Setup Party Group Wise Item Codes Tab

  • Select the Party Group

  • Choose items using the Search Option

  • Click Refresh

  • You will see Logic Item Codes Auto Filled for reference.

Define Custom Codes:

  • Enter Party-specific Item Codes in the given columns

  • Save the changes

  • These codes will be used during billing for that specific party.


Use Item Codes in Billing

  • Go to the Sales Bill Entry Window

  • Select the Party

  • Scan or enter the Party Item Code

Result:

  • System automatically picks the correct item

  • Faster billing with customer-specific codes


Bulk Import via Excel (Advanced)

For large data management:

  • Click on Retrieve from Excel

  • Use Excel Help to understand required columns

  • Select the Party Group.

  • Browse and upload the Excel file

  • Click Refresh to import data

  • Click Save

Additional Options:

  • Override Option → Update existing item codes

  • Use Logic Item Codes as Additional Codes → Keep system codes alongside party codes


Key Benefits of Party Wise Item Codes

  • Faster billing using customer-specific codes

  • Eliminates confusion between different coding systems

  • Supports bulk import for easy management

  • Improves accuracy in order processing

  • Enhances customer satisfaction


Final Outcome

You have successfully learned how to:

  • Create Party Groups

  • Link Parties with Groups

  • Define Party-wise Item Codes

  • Use codes during Sales Billing

  • Import codes using Excel

Your system is now optimized for efficient and error-free billing with custom item codes.

Last updated