CD/TD/GST% wise analysis

YouTube: CD/TD/GST% wise analysis

📊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

1. Open Logic ERP💻.

2. Navigate to the Reports Queries section from the main menu📑.

3. Select Purchase Reports.

4. 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

1. In Logic ERP, go to Customer + Item Sale Analyzers.

2. 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 🧠🚀.