Pick Lot Wise Rates from Branch+Lot Rates if available

YouTube: How to Pick Lot wise Rates from Branch + Lot Rates, if Available in Purchase?

How to Pick Lot wise Rates from Branch + Lot Rates, if Available in Purchase?

In this tutorial, we’ll learn how to enable a feature in Logic ERP that ensures item rates are picked lot-wise based on branch-specific rates. This is especially useful when managing multi-branch inventory with different valuation needs.

Enable the Setting in Global Settings:

• Open Logic Admin.

• Navigate to Global Settings.

• Under “Purchase Settings”

• Locate and enable the option labeled as:

  “Pick Lot Wise Rates from Branch + Lot Rates if available”

• Click Save, then restart the software for the changes to take effect.

Create Stock Transfer from Head Office to Branch

• Open the Stock Transfer window at the Head Office.

• Select an item with an existing lot rate of ₹1,399.

• Modify the rate to ₹1,099 and save the stock transfer document.

Export the Stock Transfer Document

• Navigate to the main menu → Utilities → Export/Import Branch Wise Data.

• Open the Export Stock Transfer – Virtual Branches utility.

• Select the target branch and the relevant stock transfer document.

• Click Refresh, mark the bill as Export = Yes, then click Export.

Import the Document in the Receiving Branch

• Log into the receiving branch (e.g., Madhukar).

• Open the Import Stock Transfer – Virtual Branches utility.

• Click Refresh to view available documents.

• Define the:

  • Configuration Name

  • Supplier

  • Godown

  • GRN Prefix

• Mark the document as Import = Yes and click Start Import.

Verify the Rate in the Imported Document

• Open the Stock Transfer In window in the Madhukar branch.

• Open the Imported document.

Result: The item rate appears as ₹1,099, as per the branch-specific lot rate.

Cross-Verify Lot Rates in Both Branches

In Madhukar Branch:

• Go to Overwrite Lot Rates.

• Select the same item and lot → Click Refresh.

• You’ll see the rate as ₹1,099.

In Head Office:

• Repeat the same steps in Overwrite Lot Rates.

• You’ll see the original rate of ₹1,399 remains unchanged, confirming that branch-specific lot rates are isolated.

Conclusion

This feature ensures that:

• Branch-level control over rates is maintained.

• Lot-specific pricing can vary across branches.

• Data integrity remains intact during inter-branch transactions.

Ideal for organizations that manage differentiated pricing policies across branches or regions.