Multiple Customer wise Price Lists and Margins

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🧾 Creating Multiple Customer-Specific Price Lists in Logic ERP 💼

Logic ERP empowers businesses to set up multiple customer-specific price lists 🛍️ and margins, making pricing flexible and precise. This tutorial provides a step-by-step guide on how to create price lists and link them to multiple customers efficiently, ensuring a streamlined pricing strategy that meets business requirements.

Let’s walk through how to set them up step-by-step! 🧠📊

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🪜 Step 1: Defining a Multiple Price List 📝

1. 📂Navigate to the Main Menu and select Setup.

2. 🛠️Click on Set Other Item Details.

3. ➡️Under this section, select Define Multiple Price List.

4. 🏷️Enter the name of the Price list and💾 save it.

✅This price list will serve as a reference for applying customer-specific pricing rules.

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🧮 Step 2: Configuring Pricing Formulas 📉📈

1. 🧩Go to the Define Formula tab to create multiple configurations.

2. 🆕Click on Create Configuration and enter✍️ the configuration name.

3. 🧠Define the pricing formula to determine the sale rate. For example:

   • ➗Sale Rate = MRP - 40% (where RP is the reference price)

4. ➕ Create multiple configurations based on different pricing strategies, such as :

   • 💸 Fixed Discounts

   • 🧾 Cost-Plus Pricing

   • 📊 Margin-Based Calculations

5. 💾 Save your configurations to ensure they are available for use in the price list.

   🔧 These formulas drive the automated pricing logic for your items.

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👥 Step 3: Linking the Price List to Customers 🔗

1. ⚙️Navigate to Set Party Wise Settings under Setup.

2. 📌Click on Set Party Wise Price List.

3. 🧑‍💼Select the customer for whom you want to apply the price list.

4. 🔄Click on the Refresh button to update the customer details.

5. ⬇️In the Price List column, press the Spacebar to open the dropdown menu.

6. 🧾Choose the appropriate price list and link it to the selected customer.

✅Ensure that the correct price list is assigned to each customer to maintain accurate pricing.

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🧾 Step 4: Verifying the Price List in a Sales Transaction 🧮

1. 🛍️Create a Sales Bill for the selected customer.

2. 🧠Observe that the predefined price list is automatically applied based on the customer selection.

3. ➕Add an item to the bill and verify that the sale rate is calculated according to the defined price list.

4. 🔍Cross-check that the applied price matches the predefined pricing formula.

🎯 This ensures pricing is accurate, automated, and customer-specific.

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✅ Conclusion

By following these steps, you can:

🔹 Create structured price lists. 🔹 Apply formulas for dynamic pricing. 🔹 Assign lists to multiple customers. 🔹 Ensure consistency and transparency in sales.

Logic ERP makes pricing smarter and more efficient 💼💰. Whether you're offering special discounts 🎁 or managing bulk customer pricing 📦, this feature keeps your strategy streamlined and scalable.