# Branch + Party + Item Group Wise Defaults
**YouTube:** [How to Set Up Branch- , Party- , and Item Group- Wise Defaults for Sale?](https://www.youtube.com/watch?v=Ip_9D1ioXfY)
## How to Set Up Branch- , Party- , and Item Group- Wise Defaults for Sale?
In this tutorial, you will learn how to **configure billing defaults based on Branch + Party + Item Group** in Logic ERP.\
This feature helps automate **discounts, charges, and pricing rules**, ensuring **accuracy and consistency in sales transactions**.
***
### Open Default Setup Window
**To begin:**
* Go to the **Setup Module** from the menu bar.
* Navigate to **Party Wise Settings**.
* Open **Branch + Party + Item Group Wise Defaults**.
* This window allows you to define **highly specific billing rules**.
***
### Select Branch, Party & Item Group
Define the combination for which defaults will apply:
* Select **Item Group Number**
* Choose the **Branch**
* Select either:
* **Party**
Or
* **Party Group**
* Then choose the respective **Party / Party Group**
* Select the relevant **Item Group(s)**
Defaults will apply only to this **specific combination**.
***
### Configure Discounts & Charges
You can define multiple default settings:
**Discount Options:**
* CD (Cash Discount)
* TD (Trade Discount)
* SPCD (Special Cash Discount)
**Additional Options:**
* Labor Charges
* Adjustment Amount
* **Define:**
* Per Unit Basis
Or
* Using Conversion Factors
**Rate Adjustment Option:**
* **Add % in Rate**
* Automatically increases item rate by a defined percentage
***
### Understand CD Type Options
* Let’s define **CD = 10%**.
You will find two important options:
* **Ignore Zero**
* **Use Zero**
#### Option 1: Ignore Zero
* The defined discount (e.g., 10% CD):
* Automatically applies in billing
* Based on defined criteria
**Verify Discount in Sales Entry**
* Go to the **Sale Bill Window**.
* Create a **New Entry**.
* Enter item belonging to the selected **Item Group**.
**Result: 10% CD is automatically applied** in the bill.
#### Option 2: Use Zero
Now configure a restriction:
* Now let’s understand the **Use Zero** option.
* Go back to the "Branch + Party + Item Group Wise Defaults" 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 discount settings
**Even if discounts are defined at:**
* Branch + Party Level
* Party-wise Level
They will **NOT be applied**
***
### Implement Overwrite Behavior
* Navigate to Setup and Party Wise Settings
* Open **"Set Party Wise Defaults".**
* Select the **Customer**.
* Define a discount (e.g., 15% CD).
* Save the changes.
***
### Verify in Sales Bill
* Create a new **Sale Entry**.
**Result:**
* No discount is applied
* “Use Zero” setting overrides all other configurations
***
## Key Benefits of Branch + Party + Item Group Defaults
* Highly specific discount control
* Automates billing calculations
* Prevents unauthorized discount application
* Overrides conflicting configurations
* Improves pricing consistency
***
### Final Outcome
You have successfully learned how to:
* Configure **Branch + Party + Item Group Defaults**
* Apply **Discounts Automatically**
* Use **Ignore Zero vs Use Zero Logic**
* Override higher-level discount settings
Your system is now optimized for **precise and controlled billing operations**.
