Viewing Item and Lot/Batch Transaction Report in Sales Bill

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How to View Item and Lot / Batch Transaction Report in Sale Bill?

In this tutorial, we’ll show you how to view item and lot transaction reports in real time while billing, for both sales and purchases, in Logic ERP.

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Generate a Sales Bill

Let’s begin by generating a sales bill.

• As you can see, when you transact an item, the system automatically opens the Lot Search Window, displaying the available lots for the selected item.

• You can also access the item and lot transaction reports in real time using the available options on the screen.

• Simply hover your cursor over each option to view its functionality.

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Sales Item Transactions

• The first option displays the Sales Item Transactions.

• Instead of clicking the option, you can press the F2 shortcut key to open it directly.

• This report shows all the lots of the selected item that were previously sold, along with details such as:

  • Party name

  • Bill number

  • Transaction date

  • Applied discounts

  • Transaction amount, and more.

• You can customize this report as needed by opening the Setup Column Attributes section to add or remove columns.

• You can customize this report based on your specific requirements.

• Use the Configuration Options to adjust the report as needed.

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Sales Lot Transactions

• The second option displays the Sales Lot Transactions.

• Select the desired lot and open the report.

• This report presents the sales transaction details for the chosen lot exclusively.

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Purchase Item Transactions

• The third option shows the Purchase Item Transactions.

• This report provides a detailed view of the item’s purchase history across all lots.

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Purchase Lot Transactions

• The fourth option displays the Purchase Lot Transactions.

• By selecting a specific lot and opening the report, you can view its purchase history exclusively.

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Lot Search Configuration

• The last option opens the Lot Search Configuration Window, where you can adjust settings and preferences for lot searches as required.

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Result

By using these options, you can quickly access and analyze item-wise and lot-wise transactions for both sales and purchases without leaving the billing screen, making the process efficient and seamless.