Smart Billing: Real-Time Profit Control in Sales Billing
YouTube: Negative Margin Alert in Billing
Negative Margin Alert in Billing
This tutorial explains how to monitor and control profit margins in the Sales Bill Touch Screen Window in Logic ERP. It highlights how the system alerts users when margins turn negative and how to configure margin visibility and calculation settings for better profitability control.
Objective of This Feature
Detect negative margins instantly
Prevent loss-making transactions
Improve pricing accuracy and profitability control
Enable real-time decision-making during billing
Understanding Margin Alerts in Sales Billing
While entering items in Sales Bill Touch Screen Window
Example: Discount entered as 40% instead of 4%
Margin becomes negative
Entire line item is displayed in Red Color
Meaning
Transaction is resulting in a loss
Correction
Adjust discount to correct value (e.g., 4%)
Result
Margin becomes positive
Red highlight disappears
Displaying Margin Column
Go to Column Attributes in Sales Bill Window
Tick: Margin (%)
Configuring Margin Calculation
Open Sales Voucher Configuration Window
Select the relevant Sales Bill Series
Navigate to: Other Settings 1→ Other Settings (Defaults)
Define:
Bill-wise Profit Calculation Method
Purchase Value
Sale Value
Ensure option is enabled: “Display Profitability in Bill”.
Key Benefits
Prevents unintentional losses
Provides real-time margin visibility
Enhances pricing control
Supports better decision-making during sales
Best Practice Tips
Always keep margin column visible
Double-check discounts before saving bills
Configure profit calculation as per business needs
Final Outcome
Negative margins are instantly detected and highlighted
Users can take corrective action immediately
Sales transactions become profitable and controlled
Overall billing process becomes more accurate and efficient
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