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Setup Branch Wise Stock Limit for Billing

YouTube: How to Configure Branch-Wise Stock Value Limit Restrictions in Sales Bills?

How to Configure Branch- Wise Stock Value Limit Restrictions in Sales Bills?

In this tutorial, you will learn how to define stock value limits for each branch in Logic ERP. This feature helps control inventory usage and prevents over-selling beyond defined stock value limits.


Open Stock Limit Setup

To begin:

  • Go to the Setup Module from the main menu

  • Navigate to Branch Setup Section

  • Open Setup Branch Wise Stock Limit for Billing

This window allows you to define maximum stock value limits per branch.


Select Branch & Rate Type

  • Select the Branch

  • Choose Rate Type:

    • Lot Wise

    • Item Wise

  • Select the required Rate from the dropdown

Rate selection determines how stock value will be calculated.


Define Stock Limit

  • Enter the Stock Value Limit

This is the maximum allowed stock value for billing transactions.

Save & Review

  • Click Save All

  • Click Refresh to view saved configurations


Check Current Stock Value

Before Implementing, verify stock value:

  • Go to Stock Query Report

  • Select the Branch

  • Generate the Report

  • This shows the current closing stock value based on Sale Rate.


Perform Sales Transaction

  • Navigate to the Sales Bill Window

  • Create a New Entry

  • Select the Customer

  • Enter Item Details

Stock Limit Validation

  • While saving the bill:

  • If Within Limit:

    • Transaction is saved successfully

  • If Limit Exceeded:

    • System restricts the entry

    • Displays message

"Stock Value exceeds Stock Limit set for this Branch.... Cannot Allow Saving."


How Stock Limit Control Works

  • System calculates:

    • Current Stock Value + Transaction Value

  • Compares with:

    • Defined Stock Limit

Restricts billing if limit is exceeded


Key Benefits of Stock Limit Control

  • Prevent over-selling beyond stock value

  • Maintain inventory discipline

  • Control branch-level stock usage

  • Real-time validation during billing

  • Improve stock management accuracy


Final Outcome

You have successfully learned how to:

  • Set Branch Wise Stock Limits

  • Define Rate-Based Stock Value Calculation

  • Validate transactions during Billing

  • Restrict entries beyond allowed limits

Your system is now optimized for controlled and efficient inventory management.

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