> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/user-access/logic-global-admin/others/other-settings/filter-items-on-basis-of-branch+item-allocation.md).

# Filter Items on basis of Branch+Item Allocation

YouTube: [How to Filter Items Based on Branch + Item Allocation?](https://www.youtube.com/watch?v=kNl9QBNKOCw)

## How to Filter Items Based on Branch + Item Allocation?

This tutorial explains how to enable and use the feature that **filters available items in sales and purchase transactions based on branch-wise item allocation**.

***

### Enable the Feature in Logic Admin

* Open **Logic Admin**.
* Navigate to **Global Settings.**
* Under the **Others** section click on **Other Setting**.
* Locate and enable the option labeled as:&#x20;

> **"Filter Items on basis of Branch+Item Allocation"**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F6G5Ng93Zu3n8Y9uRIXI7%2FGlobal%20Admin.png?alt=media&amp;token=188d1f99-8a02-439c-a9b9-3295fcc295fe" alt=""><figcaption></figcaption></figure>

* Click on **save** and **restart the software** to apply the changes.

***

### Allocate Items to Branches

* Open the **Setup Module** from the main menu.
* Navigate to: **Set Other Item Details → Allocate Items to Branches**
* In the **allocation window**:
  * Select the **branch** from the list.
  * Select and link the **items** you want to make available for that branch.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FAgJ9WxWHXnY8hk48FLtb%2FAlocate%20to%20branch.png?alt=media&amp;token=ef6ba68f-ae4f-4164-8f4a-405dd8fb1fb6" alt=""><figcaption></figcaption></figure>

* Save the allocation.

**Note:** You can repeat this process for multiple branches to create customized item lists.

***

### Implement the Feature

**Example 1 – Head Office Branch**

* Log in to the **Head Office branch**.
* Open a **Purchase Bill** or **Sale Bill**.
* In the item search list, you will see **only the items allocated** to the Head Office branch.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F2tL0SkpxOrQF6KzxVvsj%2FHeadoffice%20item%20location.png?alt=media&amp;token=b498ea05-6bdd-4cf6-acb6-49c615c32e3a" alt=""><figcaption></figcaption></figure>

**Example 2 – Another Branch**

* Log in to the **other branch**.
* Open a **Sale Bill** or **Purchase Bill**.
* In the item search list, only the items allocated to **this specific branch** will be visible.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FrCa9gUF6NU3gqET7ypmC%2FMadhukar%20Branch.png?alt=media&amp;token=3547d4db-ed5c-42f6-8306-f1ff5aa98235" alt=""><figcaption></figcaption></figure>

***

### Benefits

* Prevents selection of unallocated items in transactions.
* Reduces data entry errors.
* Simplifies the search process by showing only branch-relevant items.
* Ensures better control over branch-wise inventory availability.


---

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