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.

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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.

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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.

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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).

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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.

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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.