Implement Party Wise Slabs for Item/Bill Wise Discounts

YouTube: How to Configure Party -Wise Slabs for Item or Bill -Wise Discounts in Sales Orders?

How to Configure Party -Wise Slabs for Item or Bill -Wise Discounts in Sales Orders?

This tutorial provides a step-by-step guide to setting up Party Wise Slabs for Item-wise and Bill-wise Discounts in Logic ERP. It enables automated discount application based on predefined slab criteria, ensuring accurate pricing and efficient sales operations.

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Objective of This Feature

• Automate discount application based on slab values

• Configure item-wise and bill-wise discount structures

• Maintain pricing consistency across customers

• Improve efficiency in sales transactions

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Access to Slab Setup Window

• Go to Main Menu → Setup Module

• Navigate to Party Wise Settings

• Open Party Wise Slabs for Item/Bill Wise Discounts

Configure Slab Name for Item-wise CD

• Create a Slab Name for Item-wise CD

Enter Slab Details

• Move to Slab Details Section

• Select the slab that was created earlier.

• Define: Slab Values

• Click Save.

Configure Slabs Based on Sale Value

• Enter Slab Name

• Select Bill Value

Define Criteria

• Minimum Bill Value

• Calculation Method:

  • Gross Amount or

  • Net Amount

Define Calculation Basis

• Cumulative Bill Value

• Maximum Bill Value

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Enter Slab Values

• Move to Slab Details Section

• Define:

  • Bill Value Range

  • Discount Percentage

• Click Save

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Link Slabs to Parties or Groups

• Open Party Slab Linking Tab

Selection Criteria

• Choose:

  • Slab Type:

    • Item-wise or Bill-wise

• Select:

  • Party or Party Group

Assign Slab

• Click Refresh

• Press Space Bar to link slab

• Save the configuration

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Implement in Sales Order

Enable Feature

• Open Sales Order Configuration

• Under Other Options

• Locate and enable the option labeled as:

Implement Party Wise Slabs for Item / Bill Wise Discounts

• Save the changes by clicking on OK.

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Create Sales Order

• Select Party Group / Customer

• Add items

Scenario 1: Below Minimum Slab Value

• No discount applied

• Reason:

  • Criteria not fulfilled

Scenario 2: Above Slab Value

• Discount applied automatically

• Example:

  • 10% Item-wise CD applied

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Key Benefits

• Automates discount calculation

• Ensures uniform pricing policies

• Reduces manual errors

• Enhances customer-specific pricing strategies

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Best Practice Tips

• Define slabs based on actual business data

• Regularly review and update slab structures

• Use party groups for efficient bulk assignment

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Final Outcome

• Discounts are automatically applied based on slab criteria

• Sales process becomes faster and more accurate

• Pricing remains consistent and controlled

• Business achieves better discount management and profitability control