Setup Widget Templates

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

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.

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Create a Widget Template

• Navigate to Setup Widget Templates.

• Enter the Template Name in the Template column.

• Click Save to create the template.

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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.

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

• Click Save to confirm the allocation.

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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.

• The Widget Template Configuration window will open.

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Select Module Type

• From the Module Type dropdown, choose the required module:

  • Sale

  • Purchase

  • Accounts

• In this example, select Sale.

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Select Widget Type

• Open the Widget Type dropdown.

• Choose the appropriate widget type as per your requirement.

• Example: Select Items.

• Based on the selection, the system will display all available related widgets.

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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

• Configure additional settings if required.

• Click Save to apply the configuration.

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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.

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Review Widget Display

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

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

• This helps users quickly analyze past sales while billing.

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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.

• Go to Setup Column Attributes.

• Select only the columns you want to display.

• Save the changes.

• The widget panel will now show a cleaner, customized view.

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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.

• Open Setup Column Attributes.

• Select the required columns and save.

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

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Additional Configuration

• Similarly, you can configure Widget Templates for:

  • Purchase Module

  • Accounts Module

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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.