Setup Packs/Size Groups

YouTube: How to Set Up Pack/Size Groups?

How to Set Up Pack/ Size Groups?

This tutorial explains how to set up Pack/Size Groups in Logic ERP and utilize them for detailed sales and purchase analysis. It helps businesses categorize item sizes efficiently and gain insights into size-wise demand, enabling better inventory planning and decision-making.

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Objective of Pack/Size Groups

• Organize item sizes into logical groups

• Analyze size-wise sales and purchase trends

• Identify fast-moving and slow-moving sizes

• Improve inventory planning and stock control

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Accessing Pack/Size Group Setup

• Navigate to Main Menu → Setup Module

• Go to Setup Items

• Open “Setup Packs/Size Groups”

Understanding Group Levels

• System provides two levels for grouping sizes

• Allows:

  • Hierarchical categorization

  • Better organization of size data

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Creating Pack/Size Groups

• Right click to Add New Group.

• Enter:

  • Group Name

  • Short Name

• Repeat to create multiple groups within each level.

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Allocating Sizes to Groups

• Right click to Assign sizes to the respective groups

• Right-click on the Group.

  • Select the Pack Size option from the menu.

• Ensure proper categorization based on your product requirements.

• Click Save after allocation

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Purpose & Business Use

• Helps in:

  • Tracking which sizes are selling frequently

  • Identifying sizes with low or no demand

Impact

• Avoid:

  • Overstocking slow-moving sizes

  • Understocking high-demand sizes

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Viewing Size Group Analysis Reports

Access Reports

• Navigate to Main Menu → Reports/Queries

• Go to Customer + Item Sales Analysis

• Open: Item + Size Wise Sales/Purchase Analysis Report

Applying Pack Size Group Filter

• Locate Pack Size Groups Filter (Right-hand side)

• Select the desired Group

• Generate the report

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Report Insights

• Displays:

  • Size-wise sales performance

  • Purchase trends

  • Demand patterns

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Key Benefits

• Enables data-driven inventory decisions

• Improves stock planning accuracy

• Identifies fast and slow-moving sizes

• Enhances overall sales strategy

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Best Practice Tips

• Regularly update size group allocations

• Analyze reports periodically for trend changes

• Align purchase planning with report insights

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Final Outcome

• Sizes are systematically grouped and managed

• Businesses gain clear visibility into size-wise performance

• Inventory is optimized based on actual demand trends

• Overall efficiency in purchasing and sales planning is improved