Branch + Item Group Wise Defaults - Purchase
YouTube: How to Set Up Branch- and Item Group-Wise Defaults for Purchase?
How to Set Up Branch- and Item Group -Wise Defaults for Purchase
In this tutorial, you will learn how to define purchase defaults based on Branch + Item Group in Logic ERP. This feature helps automate discounts, charges, and rate adjustments, ensuring accurate and consistent purchase entries.
Open Purchase Defaults Setup
To begin:
Go to the Setup Module from the menu bar.
Navigate to Party Wise Settings.
Open Branch + Item Group Wise Defaults – Purchase.
This window allows you to define default purchase settings for specific branches and item groups.
Select Branch & Item Group
Select the Branch.
Choose the Item Group Number from the dropdown.
Select the relevant Item Group.
Defaults will be applied based on this Branch + Item Group Combination.
Configure Discounts & Charges
You can define multiple default settings:
Discount Options:
CD (Cash Discount)
TD (Trade Discount)
Special CD
Additional Options:
Labor Charges
Adjustment Amount
Define:
Per Unit Basis
OR
Using Conversion Factors
Rate Adjustment Option:
Add % in Rate
Adds a specified percentage to the item rate automatically
Understand CD Type Options
Let’s configure CD = 10%.
You will see two important options:
Option 1: Ignore Zero
The defined discount (10% CD) will:
Automatically apply in purchase bills
Based on defined criteria
Verify Discount in Purchase Entry
Go to Purchase Voucher Window.
Create a New Entry.
Enter an item from the selected Item Group (e.g., Shirts).
Result: 10% CD is automatically applied in the bill.
Option 2 Use Zero”
Now let’s understand the Use Zero option.
Go back to the "Branch + Item Group Wise Defaults – Purchase" option.
Open the Entry Mode.
From the filter at the top, select the configuration that we defined earlier.
Here, you will find the option "Ignore Zero".
Change this setting from "Ignore Zero" to "Use Zero".
Configuration:
Set CD = 0
Select CD Type = Use Zero
What “Use Zero” Means:
No discount will be applied
Overrides all higher-level discounts
Even if discounts are defined at:
Branch + Party Level
Party + Company Level
They will NOT be applied
Implement Overwrite Behavior
Go to Party + Company Wise Defaults.
Define a discount (e.g., 10% CD).
Save the settings.
Verify in Purchase Bill
Create a new Purchase Entry.
Result:
No discount is applied
“Use Zero” setting overrides all other configurations
Key Benefits of Branch + Item Group Defaults
Automate purchase discounts and charges
Apply branch-specific rules
Maintain consistency in transactions
Override unwanted discount configurations
Improve control over procurement pricing
Final Outcome
You have successfully learned how to:
Define Branch + Item Group Wise Defaults
Apply Discounts & Charges Automatically
Use Ignore Zero vs Use Zero Logic
Override higher-level discount configurations
Your system is now optimized for accurate and controlled purchase management.
Last updated