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.

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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

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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

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Displaying Margin Column

• Go to Column Attributes in Sales Bill Window

• Tick: Margin (%)

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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”.

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Key Benefits

• Prevents unintentional losses

• Provides real-time margin visibility

• Enhances pricing control

• Supports better decision-making during sales

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Best Practice Tips

• Always keep margin column visible

• Double-check discounts before saving bills

• Configure profit calculation as per business needs

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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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