# Allocate Accounts to Sales Nature

**YouTube:** [How to Allocate Multiple Accounts to Sales Nature?](https://www.youtube.com/watch?v=Hbzt7g8HSRY)

## How to Allocate Multiple Accounts to Sales Nature?

In this tutorial, we will learn how to **allocate or update Sale Nature for accounts in Logic ERP**. This feature helps ensure that **customer accounts are correctly linked with the appropriate sale nature**, making taxation and reporting more accurate.

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### Open Allocate Accounts to Sale Nature Window

First, navigate to the setup section where account allocations can be configured.

**Navigation Path**

* Go to the **Main Menu**
* Open the **Setup Module**
* Expand **Set Other Account Details**
* Click **Allocate Accounts to Sale Nature**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FY1byCJrVJbz0gAD09BeO%2FDefault.png?alt=media&#x26;token=2802debb-b3ff-4176-99a6-56c7202f1b89" alt=""><figcaption></figcaption></figure>

* This will open the **account allocation window**, where all accounts available in the system are displayed.

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### Understand the Sale Nature Filter

* At the top of the screen, you will see the **Sale Nature dropdown**.
* The dropdown contains **different types of sale natures available in the system**, such as:
  * Local B2B
  * Interstate B2B
  * Local B2C
  * Interstate B2C

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FPe6zZMoRrgrrLMXloiKq%2FSale%20Nature.png?alt=media&#x26;token=e480c3c7-efea-4477-9423-c0a9e5e9cff7" alt=""><figcaption></figcaption></figure>

When you **select a specific sale nature**, the system automatically:

* Filters the account list
* Displays **only those accounts associated with selected sale nature**
  * Select **B2C** from the **Sale Nature dropdown**
  * The screen will now display **all accounts currently linked with B2C sale nature**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F4374V9hrMn53oHdYhRCd%2FSpecific%20Sale%20Nature.png?alt=media&#x26;token=58aa3231-c16a-44b5-991a-6a4b8d591947" alt=""><figcaption></figcaption></figure>

This makes it easier to **identify and manage accounts linked to a particular sale nature**.

**View Accounts in Other Sale Nature**

* Navigate to the **Accounts in Other Sale Nature section**
* This section shows accounts **not linked with the currently selected sale nature**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FR211KD5UHmR3CQkpw83s%2FOther%20Sale%20Nature.png?alt=media&#x26;token=53b37589-e42e-4952-985f-e5e0c1762dd1" alt=""><figcaption></figcaption></figure>

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### Select the Account to Update

Now let’s update the sale nature of an account.

* From the **Select Accounts option**, choose the account:
  * **Logic ERP**&#x20;

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FjuqXPzpgSGoSp2P2CNXH%2FSelect%20Account.png?alt=media&#x26;token=27528fc3-5dd4-4ed5-a6a8-9c5701360fbc" alt=""><figcaption></figcaption></figure>

* Before updating the sale nature, we will verify its current configuration.

**Verify Current Sale Nature of the Account**

Navigate to:

* **Setup Module**
* Open **Setup New Accounts**
* Search and select **"Logic ERP"**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FgfDvYGuRHxlpIxoXprQV%2FSale%20Nature%20in%20Setup%20Account.png?alt=media&#x26;token=9a6dd940-4924-44ff-8ce3-d08fbc244265" alt=""><figcaption></figcaption></figure>

As observed:

* The current **Sale Nature is B2C**

Now return to the **Allocate Accounts to Sale Nature** window to update it.

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### Change the Sale Nature of the Account

* In the **Sale Nature dropdown**,&#x20;
* Select the new **Sale Nature**.
* For example: **Local B2B**

**After selecting the new sale nature:**

* The account **moves from the current list**
* It appears under **Accounts in Other Sale Nature**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FDFNfWsVQIL274STBk5nR%2FAccount%20in%20Other%20Sale%20Nature.png?alt=media&#x26;token=9c9a2eed-236b-4472-a19c-af974a2266ee" alt=""><figcaption></figcaption></figure>

* Select the account from the list
* Click **Save**

The **sale nature allocation will now be updated successfully**.

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### Verify the Updated Sale Nature

Finally, confirm the changes.

Go back to:

* **Setup Module**
* Open **Setup New Accounts**&#x20;
* Select Account Name "**Logic ERP"**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fj8YSR4YRHXqhHx5XvTI4%2FSale%20Nature%20Updated.png?alt=media&#x26;token=b9a4825b-3dfe-4fb6-94f3-cb30df67bbec" alt=""><figcaption></figcaption></figure>

You will observe that the **Sale Nature has been updated**:

* **Previous Sale Nature:** Interstate B2B
* **Updated Sale Nature:** Local B2B

This confirms that the **sale nature allocation has been successfully updated**.

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### Conclusion

Using the **Allocate Accounts to Sale Nature feature in Logic ERP**, businesses can:

* Correctly assign **tax-related sale nature to customer accounts**
* Simplify **GST and sales classification**
* Manage **account configurations efficiently**
* Ensure **accurate billing and reporting**

This functionality helps maintain **better control over account classifications and transaction accuracy**.
