Setup Company

YouTube: How to Create or Edit a Brand or Company?

How to Create or Edit a Brand or Company?

In this tutorial, we will learn how to set up a new brand or company in Logic ERP. Brand setup helps in organizing items, simplifying sales and purchase entry, and generating brand-wise analytical reports.

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Access to Company (Brand) Setup

• Navigate to the Main Menu

• Open the Setup Module

• Click on Setup Items

• Select Setup Company

This window is used to define and manage brands in Logic ERP.

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Create a New Brand

• All existing brands are displayed in the grid

• To create a new brand:

  • Enter the Brand Name

  • Enter the Brand Short Name

• Click Save

The new brand is now successfully created.

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Hide or Control Brand Visibility (Optional)

• If you want to hide a brand:

  • Go to the Hide column

  • Press the Space Bar to mark it as True

• Hidden brands will not appear in selection lists during transactions

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Set Brand Display Order

• Click on the Set Order option

• You can:

  • Arrange brands alphabetically, or

  • Manually reorder them using the arrow keys

• Save the changes

The same brand order will be reflected uniformly across the entire system.

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Assign Brand While Creating Items

• Open Setup Item – Multiple Pack Size from the menu bar

• While creating or editing an item:

  • Select the appropriate (Company) Brand from the dropdown list

• Save the item

This links the item permanently with the selected brand.

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Use Brand During Purchase and Sales Entry

Purchase Voucher

• Open the Purchase Voucher window

• Start a new transaction

• While searching for items, enable the Use Company option

This helps filter items brand-wise, making item selection faster and more accurate.

Sales Voucher

• The same brand filtering option is also available during Sales Entry

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Brand-Based Filtering in Voucher Search

• Open the Voucher Search window while modifying a sale or purchase bill

• Click Item Search Filters

• Select the (Company) Brand.

• The system will:

  • Display only those vouchers where items from the selected brand were used

This feature is extremely helpful for brand-specific tracking, review, and analysis.

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View Brand-Wise Reports

Logic ERP allows easy brand-wise reporting.

Example: Month-Wise Consolidated Sales Report

• Open Month-Wise Consolidated Sales Report

• Select appropriate report and click to Create

• The report displays:

  • Monthly sales value for each brand

  • Clearly organized brand-wise sales data

This makes it easy to compare brand performance across different months and analyze trends effectively.

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Conclusion

Setting up brands or companies in Logic ERP helps you:

• Organize items efficiently

• Speed up sales and purchase entry

• Enable accurate brand-wise tracking and reporting

• Analyze brand performance with ease

This structured approach ensures better control and visibility across your business operations.