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
This window allows you to configure customer-specific billing defaults for each branch.
Select Party & Branch
Search and select the Party Account (Customer)
Choose the Branch Name
Defaults will apply only for the selected Party + Branch combination.
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
Enter values as per your business requirements.
Add Default Remarks (Optional)
Enter default remarks in the provided fields
These remarks will automatically appear during billing.
Save & Review Settings
Click Save to apply the configuration
Use Entry Mode to review or modify saved defaults
Apply Defaults During Billing
Navigate to the Sales Bill Window
Create a New Transaction
Select the same Party
Automatic Discount Application
While saving the bill:
A Discount Selection Window will appear
Displays all predefined discounts and charges
Actions:
Select applicable options
Proceed to apply them
Verify Applied Values
Open View Totals (View Tots)
You will see:
Cash Discount (CD) applied
Freight & other charges included
Final bill value updated accordingly
How This Feature Works
System automatically fetches:
Branch + Party Wise Defaults
Prompts user during billing
Applies selected discounts & charges instantly
Key Benefits
Faster billing process
Consistent discount application
Reduced manual errors
Better control over customer pricing
Automated charge handling
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!
