# 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.

***

### 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="/files/fmReUyxjPJl8KaDfIHTL" 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="/files/XrnZyhTmlqdaucOUCjL4" alt=""><figcaption></figcaption></figure>

* Choose the **Branch Name**

<figure><img src="/files/f1ZTVyZq2hxDzHW0CMaL" 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="/files/7ixHeHvFRnxJ0lHpgxKQ" 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="/files/L8xhayfNhE9fwxyBlSvf" 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="/files/EIH3WOkf8ci2yNx4F9uP" alt=""><figcaption></figcaption></figure>

***

### Apply Defaults During Billing

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

<figure><img src="/files/mnGBhzVnMNUaI8nCLoES" 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="/files/pizjDqxi5oVz367mYJeN" 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="/files/J8fqBhy6SbQRWxu8YtQS" 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!


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