Branch + Item Group Wise Defaults - Purchase

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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.

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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.

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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.

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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

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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

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Implement Overwrite Behavior

• Go to Party + Company Wise Defaults.

• Define a discount (e.g., 10% CD).

• Save the settings.

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Verify in Purchase Bill

• Create a new Purchase Entry.

Result:

• No discount is applied

• “Use Zero” setting overrides all other configurations

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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

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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.