# Party Wise Defaults (Discounts, Free Schemes, Rates etc)

YouTube: [Party Wise Defaults](https://youtu.be/PVuVW0pdCU4?si=5-fJojKQH_cOHGOR)

#### 🚀 **Logic ERP Tutorial: Setting Party-Wise Defaults Made Easy!**

In this tutorial, we will explore a powerful 🔧 feature in **Logic ERP** that lets you set **party-wise defaults** for smoother and more efficient billing. You'll find this under **🧾 Party Wise Settings** in the **main menu**.

***

### 📌**Modes of Defining Party-Wise Defaults**

There are two methods for defining party-wise defaults in Logic ERP:

* **🧮 Batch Mode:** This method allows users to define defaults for multiple accounts at once. Follow these steps:
  * Open **Party Wise Settings** from the main menu📋.
  * Select the required accounts from the search list🔍.
  * Choose the applicable default options such as **CD (💸Cash Discount), TD (💼Trade Discount), etc.**
  * Enter the discount percentage (%) and **💾save** the data.
* **✍️Entry Mode:** This method enables users to define values for individual parties.
  * Select the required parties👥.
  * Click**🔄** **Refresh** to load their details.
  * Define the required values for each party separately📝.

***

### 🧾 **Applying Party-Wise Defaults in Sale Bill**

To see this feature in action:

* Select a party for which a default **Cash Discount (CD)** has been defined💰.
* Add an item to the **sale bill**🛒.
* The predefined discount is **applied automatically**🎯.

***

### 🧠 **Defining Party & Item-Wise Defaults**

You can also set **party + item-wise defaults** in Logic ERP! 🎉\
This is available under the **same settings menu**, and you can use either **Batch Mode** or **Entry Mode**.

**🧮Setting Party & Item-Wise Defaults (Batch Mode)**

* Open **Party Wise Settings** and choose **Batch Mode**📑.
* Select the required accounts👥.
* Choose the specific items for which defaults need to be set🛍️.
* Define the default rate (e.g., **₹155 per unit** for a particular item💵).
* Save the data**💾**.

***

### 🧾 **Applying Party & Item-Wise Defaults in Sale Bill**

Setting **party-wise** and **item-wise default rates** in the **Sale Bill module** helps streamline billing and ensures **accurate pricing.** Follow these steps to apply and verify the default rates effectively✅:

* 📂**Open the Sale Bill Module:** Navigate to the **Sales** section and open the **Sale Bill** window.
* 🧑‍💼**Select the Account Name:** Choose the relevant **customer/account** for which the default rate has been configured.
* 🛒**Add the Item:** Enter the item for which a **predefined default sale rate** has been set.
* ⚙️💲**Automatic Application of Default Rate:** As soon as you select the item, the system will automatically apply the **predefined sale rate**, eliminating the need for manual entry.

This feature ensures **accuracy, consistency, and efficiency** in transaction processing. We hope this tutorial was helpful.

***

#### 🎯 **Benefits**

✨ Accuracy\
✨ Consistency\
✨ Efficiency

We hope this tutorial was helpful! 💡\
Happy billing with Logic ERP! 🙌


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-in-action-a-feature-overview/distribution/billing/party-wise-defaults-discounts-free-schemes-rates-etc.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.