CD/TD/GST% wise analysis
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📊Introduction
In today’s data-driven business environment🌐, visibility and clarity into your financial and operational performance are essential💡. One of the most effective ways to achieve this is through intelligent reporting✅.
Logic ERP provides an extensive suite of business reports📋 that help you monitor, analyze, and optimize your operations.
One of the most valuable tools is the: C.D/T.D/GST Percent-Wise Analysis Report 💱—which gives you deep insights into discounts, taxes, and supplier/customer performance to make data-backed decisions.
This tutorial walks you through how to access and utilize this report from both the supplier and customer perspectives👥.
🧾 Part 1: Supplier-Wise C.D/T.D/GST % Report
🎯 Purpose of the Report
The Supplier-Wise C.D./T.D/GST % report provides a breakdown of all purchases made from each supplier, along with:
💸CD (Cash Discounts) offered
🛍TD (Trade Discounts) provided
💰GST percentages applied
📦Item-wise purchase details
This helps purchasing managers and finance teams identify supplier trends, compare pricing structures, and optimize procurement strategies.
✅ How to Access the Report
Open Logic ERP💻.
Navigate to the Reports Queries section from the main menu📑.
Select Purchase Reports.
Click on Supplier + Item Wise C.D/T.D/Tax Percent Analysis📉.
📊 What the Report Shows
Once the report is generated, you’ll see a grid view with the following columns:
🏢Supplier Name
🧾Item Code/Name
💸Cash Discount (%)
🛍Trade Discount (%)
💰GST (%)
💵Purchase Rate/Amount
This detailed view allows you to:
Track how much discount each supplier is offering
Compare tax rates across products
Evaluate suppliers based on overall cost benefits
🛠️ Use Cases
💡Cost Optimization: Choose suppliers offering better terms.
🤝Vendor Negotiation: Use data to negotiate for better discounts or tax treatment.
🧾Audit Preparation: Easily trace tax and discount components for compliance.
🧾 Part 2: Customer-Wise C.D./T.D/GST % Report
🎯 Purpose of the Report
This report provides insight into:
🎯 How much discount and tax is applied on every sale. 👥 broken down in Customer-wise + 🧾 Item-wise
It is especially useful for: 📈Sales teams. 💰 Finance teams. 🧠Strategic decision-making teams.
✅ How to Access the Report
In Logic ERP, go to Customer + Item Sale Analyzers.
Click on Customer + Item Wise C.D./T.D./Tax Percent Analysis📊.
📊 What the Report Shows
This report will display a table with columns such as:
👤Customer Name
🧾Item Code/Name
💸Cash Discount (%)
🛍Trade Discount (%)
💰GST (%)
💵Sale Amount
With this report, you can:
✔️Monitor discounts provided to individual customers
📉Understand profitability margins on each sale
🔍Identify high-volume or high-discount customers
🛠️ Use Cases
📊Customer Profitability Analysis: Know which customers bring value and which may need pricing revisions.
🎯Sales Strategy Optimization: Adjust discounts to maximize margins without affecting competitiveness.
📅Forecasting and Trend Analysis: Track what products are selling, at what price, and under what conditions.
📌 Why These Reports Are Important
C.D/T.D/GST % analysis reports are not just for record-keeping. They are strategic tools🧠 that:
💼Help control operational costs
🤝Enable smarter negotiation with suppliers and customers
📉Improve transparency in pricing and taxation
🧾Support audit-readiness and financial planning
By regularly reviewing these reports in Logic ERP📊, your team can drive better performance across procurement, sales, and compliance.
📍 Conclusion
Logic ERP’s supplier-wise and customer-wise analysis reports offer a comprehensive view of your transactions across:
🔸 Discounts 🔸 Taxes 🔸 Supplier & Customer interactions
📈 In just a few clicks, transform raw data into actionable insights—helping your business make smarter, faster, and more strategic decisions 🧠🚀.
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