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

YouTube: Negative Margin Alert in Billing

📊🛑 Margin Alert Feature in Sale Bill Touch Screen – 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 💸 negative margins and avoid potential losses 🚫.


⚠️Real-Time Margin Alerts

🧾 While adding items to the Sale Bill:

  • 😬 Suppose you accidentally enter a 40% discount instead of 4%.

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

  • 🔴 The entire line is highlighted in red – alerting you to the issue.

  • 🛠️ Reduce the discount to 4%.

  • ✅ Margin turns positive, removing the red alert.


👁️Enabling the Margin Column

🛠️ If Margin Percent is not visible in the Sale Bill window:

  1. Navigate to the Setup Column Attributes ⚙️.

  2. ✅ Tick "Margin Percent" to enable it. Now you can monitor margins in real-time! 📉📈.


🧮 Adjusting Margin Calculation

To modify the Margin Percent Calculations:

  1. 📋 Navigate to the Sale Voucher Configuration Window.

  2. 🧾 Select the appropriate Sale Bill Series.

  3. Navigate to: Other Settings 1 → Other Settings → Defaults-2

  4. 🧩 Select "Define Bill-wise Profit".

  5. 🛒 Configure the following for accurate sales margin calculation:

    • Purchase Rate As

    • Pick Rates From

    • Sale Value As

  6. ✅ Make sure "Display Profitability in Bill" is enabled.


Why Use Margin Alerts?

By activating and using this feature:

  • ❌ Avoid pricing mistakes.

  • 💰 Maintain profitability.

  • 🧾 Ensure accurate and responsible discounting.

Stay on top of your margins and make smart selling decisions with Logic ERP! 📈💡

Last updated