# Setup Branch Wise Stock Limit for Billing

**YouTube:** [How to Configure Branch-Wise Stock Value Limit Restrictions in Sales Bills?](https://youtu.be/IEpgtnAyuLQ)

## 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**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FJYVzZ0WmLAp8RBXSdPGT%2FCNF.png?alt=media&#x26;token=67f953f1-3079-4eaf-9596-533847e9e980" alt=""><figcaption></figcaption></figure>

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

***

### Select Branch & Rate Type

* Select the **Branch**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FdUZyQsroKOoMKrED0buX%2FSelect%20Branch.png?alt=media&#x26;token=e8ad0ab6-3f10-4348-929a-72230ac5a7fb" alt=""><figcaption></figcaption></figure>

* Choose **Rate Type**:
  * **Lot Wise**
  * **Item Wise**

<div><figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FEMMUpEEyCi8OZEeBfs3i%2FRate%20From.png?alt=media&#x26;token=c3f93e02-c4ca-4f51-bd82-57a70c73565e" alt=""><figcaption></figcaption></figure> <figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FZu7MfdEn2kAIYHmtl2hu%2FRate%20As%20Sale%20Rate.png?alt=media&#x26;token=a434f6a3-3383-4ad3-bccf-3299e12bb712" alt=""><figcaption></figcaption></figure></div>

* Select the required **Rate** from the dropdown

Rate selection determines how stock value will be calculated.

***

### Define Stock Limit

* Enter the **Stock Value Limit**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fjs8b4Qc8zusj8l9ktlnM%2FStock%20Value%20Limit%202.png?alt=media&#x26;token=e019a843-0a3d-4fed-a5b9-9f5033283f05" alt=""><figcaption></figcaption></figure>

This is the **maximum allowed stock value** for billing transactions.

**Save & Review**

* Click **Save All**
* Click **Refresh** to view saved configurations

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FkNyysCzVVFM9ebSfy4Nl%2FSave%20%26%20Refresh%202.png?alt=media&#x26;token=04655e97-6e2b-42cb-9ee6-bb4ce6d5cdd0" alt=""><figcaption></figcaption></figure>

***

### Check Current Stock Value

Before Implementing, verify stock value:

* Go to **Stock Query Report**
* Select the **Branch**
* Generate the Report

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FBbQ6o3p81ZVHf8TNwRKF%2FSale%20Rate%20-%20Report.png?alt=media&#x26;token=9b61fa93-c917-49e3-8e60-f2408d9e2c44" alt=""><figcaption></figcaption></figure>

* 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."*

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FF1yGFDjEOgETufh45vig%2FStock%20Limit%20Prompt.png?alt=media&#x26;token=f9f24d57-471a-4593-b6e2-873a5db6d65a" alt=""><figcaption></figcaption></figure>

***

### 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**.
