Allocate Accounts to Sales Nature
YouTube: How to Allocate Multiple Accounts to Sales Nature?
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.
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
This will open the account allocation window, where all accounts available in the system are displayed.
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
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.
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.
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
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"
As observed:
The current Sale Nature is B2C
Now return to the Allocate Accounts to Sale Nature window to update it.
Change the Sale Nature of the Account
In the Sale Nature dropdown,
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
Select the account from the list
Click Save
The sale nature allocation will now be updated successfully.
Verify the Updated Sale Nature
Finally, confirm the changes.
Go back to:
Setup Module
Open Setup New Accounts
Select Account Name "Logic ERP"
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.
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.
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