Merge Items

YouTube: How to Configure Item Merging in Sale Bill ?

How to Configure Item Merging in Sale Bill?

This tutorial covers how to merge or manage duplicate item entries during billing using the Merge Items option in Logic ERP’s Sale Voucher Configuration.

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Access Configuration

• Navigate to Sale Voucher Configuration.

• Select the relevant billing series.

• Click to Other Settings-3.

• Locate the option labeled "Merge Items".

• From the dropdown, select either:

  • Merge Similar Items

  • Do Not Merge Similar Items

  • Prompt for Duplicate Item

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

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Exploring Each Option in Detail

The Merge Items dropdown offers multiple parameters that control how duplicate items are handled during billing.

Merge Similar Items

• Purpose: Automatically "Merge" quantities of the same item entered multiple times.

• Useful for cleaner bills and consolidated item totals.

Example:

If you enter the same item twice:

• Before: Two separate lines

• After: One line with combined quantity

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Do Not Merge Similar Items

• Purpose: Keeps each item entry separate, even if it’s the same product.

• Ideal when item-level notes or batch details need to be retained.

Example:

Enter the same item twice:

• Each entry is recorded as a separate line in the bill.

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Prompt for Duplicate Item

• Purpose: Displays a confirmation prompt when a duplicate item is entered.

• Allows billing personnel to decide whether to merge or cancel.

Example:

When you try to enter a duplicate item:

• A prompt appears: “This item already exists in the voucher. Do you want to proceed?”

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Summary of Merge Options

Option	Behavior
Merge Similar Items	Combines duplicate entries into one line
Do Not Merge Similar Items	Keeps all duplicate entries separate
Prompt for Duplicate Item	Asks for user confirmation before merging

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Using the correct Merge Items setting helps streamline billing processes, reduce clutter, and maintain control over inventory representation in invoices.