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Edit Rates in Item Master

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How to Edit Rates in Item Master directly or via Excel?

In this tutorial, we will discuss how to edit item rates in the Item Master of Logic ERP, both manually and by importing data through an Excel sheet. We will also review how to track rate change history for audit and verification purposes.

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Access to Edit Rates in Item Master

  • From the Main Menu, go to the Setup Module

  • Navigate to Set Other Item Details

  • Click on Edit Rates in Item Master

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Select Items and View Existing Rates

  • Select the required items from the Search List

  • Click on the Refresh button

  • This will display the current rates already defined in the item master for the selected items.

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Update Rates Manually

  • Edit the rate values directly on the screen for each item

  • Update one or multiple items as required

  • Click Save to apply the changes

The updated rates will now be reflected in the item master.

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Update Item Rates Using Excel Import

Logic ERP also allows bulk rate updates using Excel.

Process

  • Enable the Retrieve from Excel option

  • Click on the Excel Help button to understand:

    • Required columns

    • Correct Excel format

  • Prepare the Excel sheet accordingly

  • Click on the Excel option

  • Browse and select the Excel file from your system

  • Click Refresh

Result

  • The rates defined in the Excel sheet are successfully imported

  • Click Save to update the rates in the item master

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View Item-Wise Rate Change History

Logic ERP provides a built-in report to track all rate modifications.

Steps

  • Navigate to "Reports/Queries" and select "Item Reports"

  • Open Item-Wise Rate Change History Report

  • Generate the report

Report Details Include

  • Date and time of rate change

  • Previous (old) rate

  • Updated (new) rate

  • Item-wise change details

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Conclusion

By using the Edit Rates in Item Master feature in Logic ERP, you can:

  • Modify item rates manually

  • Update rates in bulk via Excel

  • Maintain transparency with rate change history reports

This ensures accurate pricing control, easy bulk updates, and reliable audit tracking for administrators.

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