# 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="/files/6S9TMFJ5JafHuQFP3iPI" 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="/files/t61lEPZ8vHgir1zWsLGN" 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="/files/lXvSCRoUPK6w1g8kWsf4" 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="/files/MTCoaaYaCyjLn2kDQ2Cv" 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET 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?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
