Set Branch + Tax Region + Customers

YouTube: How to Set Up Branch- and Party-Wise Default Tax Regions?

How to Set Up Branch and Party Wise Default Tax Regions?

In this tutorial, we will learn how to configure Branch-wise and Customer/Supplier-wise Tax Regions in Logic ERP, ensuring that the correct tax region is automatically picked during purchase and sales transactions.

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Open Branch & Party-Wise Tax Region Setup

• From the Main Menu, navigate to Setup

• Go to Party Wise Settings

• Open Set Branch + Tax Region + Customers

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Select Branch and Party

• Select the required Branch

• Search and select the Customer or Supplier

• Click Refresh to load the records

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Define Default Tax Region

• You can define the Tax Region separately for:

  • Sales

  • Purchase

Available Methods:

• Press the Space Bar to assign the tax region individually

• Press F2 to define the tax region for multiple customers or suppliers at once

• After completing the selection, click Save

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Verify Tax Region in Purchase Bill

• Log in to the same branch

• Open the Purchase Bill window

• Select the supplier for whom the tax region was defined

The Tax Region is automatically picked based on branch-wise configuration.

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Verify Tax Region in Sales Bill

• Open the Sales Bill window

• Select the customer

The Tax Region is automatically applied as per the branch and customer configuration.

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Conclusion

By setting Branch + Customer/Supplier-wise Tax Regions in Logic ERP, you can:

• Automate tax region selection

• Reduce manual errors during billing

• Ensure accurate GST and tax compliance

This configuration improves billing efficiency and maintains consistency across branches.