# Setup Widget Templates

**YouTube:** [How to Configure Widget Templates for Quick Reference in Data Entry Screens?](https://www.youtube.com/watch?v=1y1avEI8pyo)

## How to Configure Widget Templates for Quick Reference in Data Entry Screens?

In this tutorial, we’ll learn how to **create Widget Templates, allocate them to users, and configure widgets** to enhance the billing experience in **Logic ERP**.

***

### **Create a Widget Template**

* Navigate to **Setup Widget Templates**.
* Enter the **Template Name** in the Template column.

<figure><img src="/files/2JbvcjuWcp00Koy0Z9tR" alt=""><figcaption></figcaption></figure>

* Click **Save** to create the template.

***

### **Allocate Widget Template to Users**

* Open **Allocate Widget Template to Users** module.
* In the **Username** column, press the **Space Bar** to open the user list.
* Select the user to whom the widget template should be assigned.

<figure><img src="/files/oHNxqcSUtaiESY0Q4ZY5" alt=""><figcaption></figcaption></figure>

* Move to the **Template** column, press the **Space Bar**, and select the required template.

<figure><img src="/files/5QY4ABRvbu8XD4vZwd8N" alt=""><figcaption></figcaption></figure>

* Click **Save** to confirm the allocation.

***

### **Configure Widget Template Settings**

* Return to **Setup Widget Templates**.
* In the **Settings** column, press the **Space Bar** on the **Edit** option for the selected template.

<figure><img src="/files/2OF37jiruV4rEZ7tLETr" alt=""><figcaption></figcaption></figure>

* The **Widget Template Configuration** window will open.

***

### **Select Module Type**

* From the **Module Type** dropdown, choose the required module:
  * Sale
  * Purchase
  * Accounts

<figure><img src="/files/PHHojo8JUBJfG8nAOpCO" alt=""><figcaption></figcaption></figure>

* In this example, select **Sale**.

***

### **Select Widget Type**

* Open the **Widget Type** dropdown.
* Choose the appropriate widget type as per your requirement.

<figure><img src="/files/lQeWdHsuP7vKY7ZqKVos" alt=""><figcaption></figcaption></figure>

* Example: Select **Items**.
* Based on the selection, the system will display all available related widgets.

***

### **Enable Required Widgets**

* From the displayed list, enable the required widgets by setting **Enable = Yes**.
* Example widgets enabled:
  * Product Information
  * Party Items Transactions Sale
  * Party Lot Transactions Sale

<figure><img src="/files/kdGfJN2n0eTf42BNNA6w" alt=""><figcaption></figcaption></figure>

* Configure additional settings if required.
* Click **Save** to apply the configuration.

***

### **Verify Widget Functionality**

* Log in using the **same user** to whom the widget template was allocated.
* Open the **Sale Bill Module** and begin billing.
* Upon item selection, the **Widget Panel** will appear on the side of the billing screen.

<figure><img src="/files/GXEFJzNLWtdOrs5WGDKF" alt=""><figcaption></figcaption></figure>

***

### **Review Widget Display**

* The **Item Details Widget** displays complete information about the selected item.

<figure><img src="/files/who0BKmZThipXKDkD79r" alt=""><figcaption></figcaption></figure>

* The **Party Items Transactions Sale Widget** shows the transaction history of the same item.

<figure><img src="/files/4b6JHs8GJNG3UTjBWwRa" alt=""><figcaption></figcaption></figure>

* This helps users quickly analyze past sales while billing.

***

### **Customize Widget Columns (Item Transactions)**

* Press the **Space Bar** on the **Lot Number** column.
* Click the first icon or Press (F2) key– to Show Sale Item Transactions.

<figure><img src="/files/mSTbE5mimxlqWAGkOGgS" alt=""><figcaption></figcaption></figure>

* Go to **Setup Column Attributes**.

<figure><img src="/files/NriiMOcNR978hIO8uHRI" alt=""><figcaption></figcaption></figure>

* Select only the columns you want to display.

<figure><img src="/files/5NhPS4qA2SEfw1jxOjck" alt=""><figcaption></figcaption></figure>

* Save the changes.
* The widget panel will now show a cleaner, customized view.

<figure><img src="/files/Ai0WGANt23TZJUvrwWQE" alt=""><figcaption></figcaption></figure>

***

### **Customize Party Lot Transactions Widget**

* Press the **Space Bar** on the **Lot Number** column again.
* Click the second icon or press (F3)– to Show Sale Lot Transactions.

<figure><img src="/files/6UIEe4KcVA9dKQmdQKOt" alt=""><figcaption></figcaption></figure>

* Open **Setup Column Attributes**.
* Select the required columns and save.

<figure><img src="/files/fcgG7bwEZeJA09YyEpee" alt=""><figcaption></figcaption></figure>

* The **Party Lot Transactions Sale Widget** will update accordingly, showing only the selected fields.

<figure><img src="/files/wgqDl8zCSvsgNrpYzzLr" alt=""><figcaption></figcaption></figure>

***

### **Additional Configuration**

* Similarly, you can configure **Widget Templates** for:
  * **Purchase Module**
  * **Accounts Module**

<figure><img src="/files/jBJcIkWToCCdeFmOJbl3" alt=""><figcaption></figcaption></figure>

***

### **Conclusion**

Widget Templates in Logic ERP allow you to **personalize the billing screen**, improve visibility of item and transaction data, and enhance user efficiency. With flexible configuration and column-level customization, each user gets a clean and relevant working view.


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