Alert during the Billing if the Product Margin goes negative with Red color

YouTube: Negative Margin Alert in Billing

๐Ÿ“Š๐Ÿ›‘ Margin Alert Feature in Sale Bill Touch Screen โ€“ Logic ERP

In this tutorial, we'll explore how to use the Margin Alert feature in the Sale Bill Touch Screen Window of Logic ERP. This tool helps identify ๐Ÿ’ธ negative margins and avoid potential losses ๐Ÿšซ.


โš ๏ธReal-Time Margin Alerts

๐Ÿงพ While adding items to the Sale Bill:

  • ๐Ÿ˜ฌ Suppose you accidentally enter a 40% discount instead of 4%.

  • โ—As a result, the system detects a negative margin (loss!), indicating a loss on the transaction.

  • ๐Ÿ”ด The entire line is highlighted in red โ€“ alerting you to the issue.

  • ๐Ÿ› ๏ธ Reduce the discount to 4%.

  • โœ… Margin turns positive, removing the red alert.


๐Ÿ‘๏ธEnabling the Margin Column

๐Ÿ› ๏ธ If Margin Percent is not visible in the Sale Bill window:

  1. Navigate to the Setup Column Attributes โš™๏ธ.

  2. โœ… Tick "Margin Percent" to enable it. Now you can monitor margins in real-time! ๐Ÿ“‰๐Ÿ“ˆ.


๐Ÿงฎ Adjusting Margin Calculation

To modify the Margin Percent Calculations:

  1. ๐Ÿ“‹ Navigate to the Sale Voucher Configuration Window.

  2. ๐Ÿงพ Select the appropriate Sale Bill Series.

  3. Navigate to: Other Settings 1 โ†’ Other Settings โ†’ Defaults-2

  4. ๐Ÿงฉ Select "Define Bill-wise Profit".

  5. ๐Ÿ›’ Configure the following for accurate sales margin calculation:

    • Purchase Rate As

    • Pick Rates From

    • Sale Value As

  6. โœ… Make sure "Display Profitability in Bill" is enabled.


โœ… Why Use Margin Alerts?

By activating and using this feature:

  • โŒ Avoid pricing mistakes.

  • ๐Ÿ’ฐ Maintain profitability.

  • ๐Ÿงพ Ensure accurate and responsible discounting.

Stay on top of your margins and make smart selling decisions with Logic ERP! ๐Ÿ“ˆ๐Ÿ’ก

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