LOT Selection

YouTube: How to Configure Lot or Batch Selection in Sale Bill ?

How to Configure Lot or Batch Selection in Sale Bill ?

Logic ERP offers a smart feature that allows you to automate lot or batch selection during billing, making your processes faster, smoother, and error-free. This tutorial explains how each configuration parameter works.

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Access Lot Selection Settings

• Navigate to Sales Voucher Configuration.

• Select the relevant billing series.

• Locate the setting labeled "Lot Selection".

• You will find six parameters to configure automatic lot selection. Let’s explore them.

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.

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Manual Lot Selection

• Functionality: Requires users to manually select a lot during transactions.

As shown in the picture, the LOT selection window will open, and you will have to select the LOT manually.

• Best For: Businesses needing precise control over lot tracking for each item.

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Auto Pick First Lot (Sale Items Only)

• Functionality:

  • Automatically picks the first available lot for sales transactions.

  • For sale returns, it opens a Lot search window, allowing manual selection.

• Mechanism: Works on FIFO (First-In First-Out) method.

Example:

• During Sales: System auto-selects the first lot.

• During Returns: User must manually choose the correct lot.

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Auto Pick If Single Lot

• Functionality: If an item has only one lot, the system automatically picks it.

• Ideal For: Simplifying transactions with limited lot availability.

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Auto Pick First Lot (All Items)

• Functionality:

  • Automatically selects the first available lot for both sales and sale returns.

• Effect:

  • Streamlines lot selection in both directions of inventory movement.

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Auto Pick First Lot, Skip Stock Items

• Functionality:

  • Automatically selects the lot for items marked “Do Not Affect Stock” in Item Master.

As shown in the picture, tick the checkbox labeled "Do Not Affect Stock."

• For normal stock items, the lot search window appears for manual selection.

Example:

• Item marked "Do Not Affect Stock" → Auto selection.

• Normal item → Manual lot selection window appears.

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Auto Pick If Single Lot or Same MRP

• Functionality:

  • Automatically selects the lot if there is either:

    • Only one lot available

    • Multiple lots with the same MRP.

• During Sale Return:

  • If only one lot is available → Manual selection window still appears.

  • If multiple lots have the same MRP → System auto-picks the first lot.

Example:

• Item with single lot → Auto-picked.

• Multiple lots, same MRP → Auto-picked.

• Sale return with one lot → Requires manual confirmation.

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Final Step: Save the Bill

• After completing item entries and lot selections, save the bill.

• The selected configuration will dictate how the lot selection behaves for both sales and returns.

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Benefits of Automated Lot Selection

• Reduces manual errors in lot selection.

• Speeds up the billing process significantly.

• Ensures consistency in inventory handling using FIFO and MRP-based logic.