# Party + Company Wise Defaults

**YouTube:** [How to Set Party + Company/Brand-wise TD, CD, Tax, etc. for Sale?](https://www.youtube.com/watch?v=74P5abe_tx4)

## How to Set Party + Company/Brand-wise TD, CD, Tax, etc. for Sale?

In this tutorial, we will learn **how to apply Party + Company (Brand) wise defaults in Logic ERP**. This feature allows you to define discounts, rate adjustments, and price lists that apply **only when a specific party transacts items of a specific brand**, ensuring precise and controlled billing.

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### **Access To Party + Company Wise Defaults Setup**

* Navigate to the **Setup Module** from the main menu
* Go to the **Party Wise Settings** section
* Open the **Party + Company Wise Defaults** window

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### **Define Defaults in Batch Mode**

* Switch to **Batch Mode**
* Select the **Customer Account**
* Choose the **Brand (Company)** for which defaults need to be applied

**Available Default Options**

You can define multiple defaults, including:

* **CD (Cash Discount)** – percentage based
* **TD (Trade Discount)** – percentage based
* **SPCD** – percentage based
* **Per Unit Based Discounts**
* **Add % on Rate** – the defined percentage will be added to the sales rate
* **Price List** – the bill will be generated based on the selected price list
* Enter the required values as per your business rules

<figure><img src="/files/uoahZsB5tYmuZNVe2PGW" alt=""><figcaption></figcaption></figure>

* Click **Save** to apply the settings

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### **Verify the Effect in Sales Bill**

* Open the **Sales Bill** window
* Initiate a new transaction
* Select the **Customer Account** for whom Party + Company wise defaults were defined

#### **Scenario 1: Transact an Item of a Different Brand**

* Enter an item **not belonging to the selected brand**
* You will notice:
  * No discount is applied
  * No percentage is added to the sales rate
  * Price list remains unchanged

<figure><img src="/files/KhADoRRkO14UOxOb8162" alt=""><figcaption></figcaption></figure>

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#### **Scenario 2: Transact an Item of the Defined Brand**

* Enter an item **belonging to the selected brand**
* As soon as the item is selected:
  * The predefined **percentage discount** is applied automatically
  * The **2.5% add-on (as defined)** is added to the sales rate
  * The selected **price list** is applied automatically

<figure><img src="/files/gIRErILC0mr5ygVAy4Hh" alt=""><figcaption></figcaption></figure>

***

### **Conclusion**

Party + Company Wise Defaults in Logic ERP help you:

* Apply brand-specific pricing rules per customer
* Automate discounts and rate adjustments
* Maintain accurate and controlled billing
* Reduce manual intervention and billing errors
* Ensure consistent pricing policies across transactions

This feature is especially useful for businesses managing **multiple brands with customer-specific pricing agreements**.


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