# CD/TD/GST% wise analysis

YouTube: [CD/TD/GST% wise analysis](https://youtu.be/oycex7PIHW4?si=SRZjOaGlrWEZtDwd)

### 📊**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**✅.&#x20;

**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:\
&#x20;📈**Sales teams.**\
💰 **Finance teams.**\
🧠S**trategic 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 🧠🚀.


---

# 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/reporting/cd-td-gst-wise-analysis.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.
