Pick Rates from Item Masters if not available in Branch wise Rate

YouTube: How to Pick Rates from Item Master if Not Available in Branch-wise Rate?

How to Pick Rates from Item Master if Not Available in Branch wise Rate?

In this tutorial, we’ll explain how to enable and use the feature that allows Logic ERP to pick item rates from the Item Master in case branch-wise rates are not defined.

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Enabling Branch wise Rate

• Open Logic Admin.

• Navigate to Global Settings

• Click to Sales Settings 3.

• Locate and enable the option labeled as:

"Pick Rates from Item Master if not available in Branch Wise Rate"

• Save the settings and restart the software to apply changes.

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Understanding Branch-Wise Rate Setup

Before observing the effect of this option, let’s understand how to set up branch-wise rates:

• Open the Branch Setup module.

• Navigate to: Setup\Setup Accounts\Branch Setup and then select "Setup Branch Wise Master Group"

• In this window, create a rate group specific to the branch.

Next, define rates using:

• Open: Setup\Set other Item Details and then click to "Define Branch Rate Group Wise Item Rates"

• Select your Rate Group and define item-wise rates.

In this example, we’ve defined rates for three items and intentionally left two items blank (without branch rates).

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Defining Rates in the Item Master

For the items with no branch-wise rate:

• Navigate to: Setup → Items Multiple Pack Size

• Define the sale rate for those items directly in the Item Master.

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Implement the Billing Behavior

Open the Sale Voucher window and initiate a new transaction:

• Case 1: Transact an item that has a branch-wise rate defined.

  • The system automatically picks the rate from the branch rate group (e.g., ₹1,599).

• Case 2: Transact an item without a branch rate.

  • The system now falls back to the Item Master rate (e.g., ₹788), thanks to the enabled option.

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Conclusion

This feature ensures that billing remains smooth and uninterrupted even if some items are missing branch-wise rate definitions, by using the Item Master as a fallback.

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