# Setup Branch + Party + Series + Period + Item Wise Budgets - Sale
**YouTube:** [How to Set Up Branch-, Series-, Period-, and Item-Wise Sales Budget Quantities?](https://www.youtube.com/watch?v=VgBJ5coAF2s)
## How to Set Up Branch-, Series-, Period-, and Item-Wise Sales Budget Quantities?
In this tutorial, we will learn how to **configure Branch, Series, and Item Wise Budgets for Sales Billing in Logic ERP**. This feature helps control **item-wise sales quantities and ensures that sales remain within predefined limits**.
***
### Open Budget Setup Window
Begin by accessing the budget configuration screen.
**Navigation Path**
* Go to the **Main Menu**
* Open the **Setup Module**
* Navigate to **Party Wise Settings**
* Click **Branch + Party + Series + Period + Item Wise Budget for Sales**
This will open the **budget setup window**, where item-wise sales budgets can be defined.
***
### Select Entry Details
Now configure the basic parameters for the budget.
* **Select Entry Type**
* Choose the **appropriate entry type** based on your billing configuration.
* **Select Branch**
* Choose the **Branch** for which the sales budget needs to be defined.
* **Select Billing Series**
* Choose the **relevant billing series** in which the budget control will apply.
* **Select Item**
* Select the **item for which the sales quantity budget will be defined**.
***
## Define Budget Period
* Next, specify the time period for which the budget will apply.
* Select the **Month** for which the budget is being created.
This ensures the **sales quantity control applies only during the selected period**.
***
### Enter Budget Quantity and Variance Percentage
Now define the sales quantity limits.
* **Enter Budget Quantity**
* Specify the **maximum quantity allowed for the selected item**.
* **Define Variance Percentage**
* Enter the **variance percentage**.
**Purpose of Variance Percentage**
* The variance allows **controlled flexibility** in sales.
**Example:**
* If **Budget Quantity = 20**
* Variance **= 10%**
The system may allow **additional quantity beyond the budget within the defined variance limit**.
* Once all details are entered
* Click **Save**
**You can also switch to Entry Mode to:**
* Review the **configured budget details**
* Verify that the budget has been applied correctly.
***
## Implement the Budget in Sales Billing
Now let’s see how the budget control works during billing.
* Open the **Sales Bill Window**
* Create a **new sales transaction** in the **same series** for which the budget was defined.
* Select the **item** and enter a **quantity exceeding the defined budget**.
**System Warning for Exceeding Budget**
* When attempting to save the bill.
* The software will display a **warning window** showing.
* Items whose **quantity exceeds the defined budget**
This helps users quickly identify **which items have crossed the allowed limit**.
***
### Save Voucher Within Allowed Limit
* Now adjust the quantity to remain within the allowed range.
* Example: Reduce the quantity to **20**
* Save the voucher
The system will **allow the entry**, as it falls within the defined limit.
***
### System Restriction for Additional Quantity
* Next, create **another sales voucher** for the same item.
* Enter **additional quantity of 5**
The software will **restrict the entry**, since the total quantity exceeds the budget limit.
***
### Sales Allowed Within Variance Limit
* Now enter **only 2 additional quantities**.
* Because of the **defined variance percentage**, the system will **allow this entry**.
This demonstrates how **variance provides controlled flexibility while maintaining budget control**.
***
### Conclusion
Using the **Branch + Series + Item Wise Budget feature in Logic ERP**, businesses can:
* Control **item-wise sales quantities**
* Prevent **excessive sales beyond planned limits**
* Allow **controlled flexibility using variance percentage**
* Improve **inventory and sales planning**
This feature is especially useful for **stock management, sales monitoring, and budget control**.
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