Alert during the Billing if the Product Margin goes negative with Red color
Last updated
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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 ๐ธ negative margins and avoid potential losses ๐ซ.
๐งพ While adding items to the Sale Bill:
๐ฌ Suppose you accidentally enter a 40% discount instead of 4%.
โAs a result, the system detects a negative margin (loss!), indicating a loss on the transaction.
๐ด The entire line is highlighted in red โ alerting you to the issue.
๐ ๏ธ Reduce the discount to 4%.
โ Margin turns positive, removing the red alert.
๐ ๏ธ If Margin Percent is not visible in the Sale Bill window:
Navigate to the Setup Column Attributes โ๏ธ.
โ Tick "Margin Percent" to enable it. Now you can monitor margins in real-time! ๐๐.
To modify the Margin Percent Calculations:
๐ Navigate to the Sale Voucher Configuration Window.
๐งพ Select the appropriate Sale Bill Series.
Navigate to:
Other Settings 1 โ Other Settings โ Defaults-2
๐งฉ Select "Define Bill-wise Profit".
๐ Configure the following for accurate sales margin calculation:
Purchase Rate As
Pick Rates From
Sale Value As
โ Make sure "Display Profitability in Bill" is enabled.
By activating and using this feature:
โ Avoid pricing mistakes.
๐ฐ Maintain profitability.
๐งพ Ensure accurate and responsible discounting.
Stay on top of your margins and make smart selling decisions with Logic ERP! ๐๐ก