Branch + Party + Item Group Wise Defaults

YouTube: How to Set Up Branch- , Party- , and Item Group- Wise Defaults for Sale?

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.

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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.

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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.

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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

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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

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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.

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Verify in Sales Bill

• Create a new Sale Entry.

Result:

• No discount is applied

• “Use Zero” setting overrides all other configurations

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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

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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.