# 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**.

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### 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.

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### Select Entry Details

Now configure the basic parameters for the budget.

* **Select Entry Type**
  * Choose the **appropriate entry type** based on your billing configuration.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FC4EQxA6teuqSL0ZEdnPV%2FEntry%20Type.png?alt=media&#x26;token=7a2851fe-b6c9-4fc3-a85a-eb959cd502c3" alt=""><figcaption></figcaption></figure>

* **Select Branch**
  * Choose the **Branch** for which the sales budget needs to be defined.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FYDtS0fO3BEO4N662PZar%2FSelect%20Branch.png?alt=media&#x26;token=3c83ac84-a085-493a-8daf-48a942b5ff53" alt=""><figcaption></figcaption></figure>

* **Select Billing Series**
  * Choose the **relevant billing series** in which the budget control will apply.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F8eqWB4ZMNVLehiX7PpqK%2FSelect%20Bill%20Series.png?alt=media&#x26;token=5053dc0c-b680-4130-baf8-0c5b4491b3e8" alt=""><figcaption></figcaption></figure>

* **Select Item**
  * Select the **item for which the sales quantity budget will be defined**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F1XQd69Gb9HTPv5zpoGYR%2FSelect%20Items.png?alt=media&#x26;token=962ea1af-7398-4f83-8b13-b77061302c08" alt=""><figcaption></figcaption></figure>

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## Define Budget Period

* Next, specify the time period for which the budget will apply.
* Select the **Month** for which the budget is being created.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FOE9NcSvsdYtEZnU1vvhM%2FDefine%20Month.png?alt=media&#x26;token=bca03e91-627b-44e1-ba43-e6e4a8cf3c1b" alt=""><figcaption></figcaption></figure>

This ensures the **sales quantity control applies only during the selected period**.

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### Enter Budget Quantity and Variance Percentage

Now define the sales quantity limits.

* **Enter Budget Quantity**
  * Specify the **maximum quantity allowed for the selected item**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fviggqc3P5MSonfvaFux8%2FDefine%20Budget.png?alt=media&#x26;token=810dea96-5953-489f-a834-4be817aeab2f" alt=""><figcaption></figcaption></figure>

* **Define Variance Percentage**
  * Enter the **variance percentage**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FsNf1hVnZY3Kz2TCQ5X5L%2FDefine%20Verience.png?alt=media&#x26;token=3adfa1ec-a87e-40d2-b004-afed30565752" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FZmlupDS94M2gpvLJnZKf%2FEntry%20Mode.png?alt=media&#x26;token=f54fd749-8a49-4c7c-8186-e12e3bfc1d67" alt=""><figcaption></figcaption></figure>

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## 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**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F1gqz5zvQYnJA2J3IQULC%2FExceed%20Qty.png?alt=media&#x26;token=baaf6a9b-81a4-4f70-9643-adb7e353c20f" alt=""><figcaption></figcaption></figure>

**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**.

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### Save Voucher Within Allowed Limit

* Now adjust the quantity to remain within the allowed range.
* Example: Reduce the quantity to **20**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FvdH2J8nCQzgBtfDM317L%2F20%20Qty.png?alt=media&#x26;token=01507ff9-1220-4884-9e99-2a61f120c170" alt=""><figcaption></figcaption></figure>

* Save the voucher

The system will **allow the entry**, as it falls within the defined limit.

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### System Restriction for Additional Quantity

* Next, create **another sales voucher** for the same item.
* Enter **additional quantity of 5**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F1gqz5zvQYnJA2J3IQULC%2FExceed%20Qty.png?alt=media&#x26;token=baaf6a9b-81a4-4f70-9643-adb7e353c20f" alt=""><figcaption></figcaption></figure>

The software will **restrict the entry**, since the total quantity exceeds the budget limit.

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### Sales Allowed Within Variance Limit

* Now enter **only 2 additional quantities**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FQ1HgPUiliZPWqtfCeSg5%2F2%20Qty.png?alt=media&#x26;token=4223565f-d1f0-4e3a-b3ab-725cbe78e28e" alt=""><figcaption></figcaption></figure>

* Because of the **defined variance percentage**, the system will **allow this entry**.

This demonstrates how **variance provides controlled flexibility while maintaining budget control**.

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### 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**.
