# Set Branch + Party Wise Defaults

**YouTube:** [How to Set Up Branch- and Party-Wise Defaults for Sales?](https://youtu.be/wElphV96YVw)

## How to Set Up Branch - and Party- Wise Defaults for Sale?

In this tutorial, you will learn how to **define default discounts and charges for specific parties at the branch level** in Logic ERP.\
This feature helps automate billing and ensures **consistent pricing and adjustments** for selected customers.

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### Open Branch + Party Wise Defaults Setup

**To begin:**

* Go to the **Setup Module** from the main menu
* Navigate to the **Party Wise Settings Section**
* Open **Set Branch + Party Wise Defaults**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FIIFKKJlUow92sb16fbN1%2FCNF.png?alt=media&#x26;token=5c16d9d8-ba56-49fb-8616-28536cef79b8" alt=""><figcaption></figcaption></figure>

This window allows you to configure **customer-specific billing defaults for each branch**.

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### Select Party & Branch

* Search and select the **Party Account (Customer)**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FQXWfXC2sDZpZxKyRg2DO%2FSelect%20Party.png?alt=media&#x26;token=03985b23-f1d4-4380-9d50-b35c0092692b" alt=""><figcaption></figcaption></figure>

* Choose the **Branch Name**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F1FXetxSCFgtqRrdpN42Y%2FSelect%20Branch.png?alt=media&#x26;token=0d181aa1-cbda-4aa2-9637-0f7974158802" alt=""><figcaption></figcaption></figure>

Defaults will apply **only for the selected Party + Branch combination**.

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### Define Discount & Charge Defaults

You can configure multiple billing parameters such as:

* **Cash Discount (CD)**
* **Trade Discount (TD)**
* **Special Discount (Special CD)**
* **Adjustment (Per Unit)**
* **Freight Charges**
* **Handling Charges**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FCedOf145IPSNdOqrpPGw%2FCD.png?alt=media&#x26;token=73e3fcaa-9ec9-4672-bcd1-8565ef5b5867" alt=""><figcaption></figcaption></figure>

Enter values as per your business requirements.

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### Add Default Remarks (Optional)

* Enter **default remarks** in the provided fields
* These remarks will automatically appear during billing.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FO0cdzaEre8V3BB3T4j9Q%2FRemark.png?alt=media&#x26;token=bbb3a81d-e3c0-4130-b84f-81e8a368480f" alt=""><figcaption></figcaption></figure>

**Save & Review Settings**

* Click **Save** to apply the configuration
* Use **Entry Mode** to review or modify saved defaults

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FWPtVZMoZMcQHqEU7AgFw%2FEntry%20Mode.png?alt=media&#x26;token=5f91b979-a623-4d9a-9a58-43deba112fe7" alt=""><figcaption></figcaption></figure>

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### Apply Defaults During Billing

* Navigate to the **Sales Bill Window**
* Create a **New Transaction**
* Select the same **Party**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FqidTgCbZSM68IRDshMGm%2FAccount%20Name.png?alt=media&#x26;token=57c4894c-c48e-4d7e-b13c-228b8859504f" alt=""><figcaption></figcaption></figure>

**Automatic Discount Application**

* While saving the bill:
  * A **Discount Selection Window** will appear
  * Displays all **predefined discounts and charges**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F8n5riW5rTF51zSZnaVCi%2FPrompt%20for%20Default.png?alt=media&#x26;token=9178f5e9-4944-42af-a789-613c8ab8ee29" alt=""><figcaption></figcaption></figure>

#### Actions:

* Select applicable options
* Proceed to apply them

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### Verify Applied Values

* Open **View Totals (View Tots)**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FbyRTgiaVQ51XU61CpoiB%2FView%20Total.png?alt=media&#x26;token=e441734e-5782-4181-a3ca-3d929fb7cef6" alt=""><figcaption></figcaption></figure>

You will see:

* Cash Discount (CD) applied
* Freight & other charges included
* Final bill value updated accordingly

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### How This Feature Works

* System automatically fetches:
  * **Branch + Party Wise Defaults**
* Prompts user during billing
* Applies selected discounts & charges instantly

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### Key Benefits

* Faster billing process
* Consistent discount application
* Reduced manual errors
* Better control over customer pricing
* Automated charge handling

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### Final Outcome

You have successfully learned how to:

* Set **Branch + Party Wise Defaults**
* Automate **discounts and charges in billing**
* Improve **accuracy and efficiency in transactions**

Your billing process is now smarter, faster, and more controlled!