Default Pur C.F, Sale C.F & Rate C.F.

YouTube: How to Set Default Conversion Factors (C.F) When Creating a New Item?

How to Set Default Conversion Factors (C.F) When Creating a New Item?

In this tutorial, we’ll learn how to set up default Conversion Factor (CF) options while creating a new item in Logic ERP.

Accessing the Option

• Navigate to: Setups/Setup Items and then click on "Setup Items Multiple Packs/Sizes".

• In this section, you will find the option labeled as:

• Here, you will find three CF options:

  • Pur CF

  • Sale CF

  • Rate CF

• By default, all three are set to zero.

Configure Default CF Values

• Open the Configuration Settings.

• Select Set Default CF.

• Define default values as per your requirements.

  • Example:

    • Purchase CF = 1

    • Sales CF = 3

    • Rate CF = 3

• Save the changes.

Verify During Item Creation

• Create a new item.

• You will see that the Purchase CF, Sales CF, and Rate CF are now prefilled based on your default configuration.

• Enter the item’s conversion factor (e.g., 1 case = 100 units of Item).

Functionality in Transactions

Purchase Transaction

• Create a purchase entry.

• Press F5 in the PACKS column.

• The system will automatically pick the case quantity by default.

• Enter the item rate and save the voucher.

Sales Transaction

• Move to the billing screen.

• Add the same item to the sales transaction.

• The system will automatically pick the single unit as per the Sales CF.

• The rate is calculated per piece, based on the defined conversion factor.

That’s it! You’ve successfully set up and tested the default CF options in Logic ERP. This ensures faster and more accurate entries during both purchase and sales transactions.