Filter Items on basis of Branch+Item Allocation

YouTube: How to Filter Items Based on Branch + Item Allocation?

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.

• Go to Global Settings.

• Under Other Options → Other Settings, locate and enable:

  "Filter Items on basis of Branch+Item Allocation"

• 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.

• 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.

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.

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.