How to Set Up Branch- and Item -Wise Discount Target?
In this tutorial, you will learn how to define discount targets for specific items across branches in Logic ERP.
This feature helps businesses control discounting practices and monitor performance effectively.
Open Discount Target Setup
To Begin:
Go to the Setup Module
Navigate to Branch Setup
Open Setup Branch + Item Wise Discount Target
This window allows you to define discount limits for items at the branch level.
Select Branch & Items
Choose the Branch
Select the Items for which you want to define discount targets
Targets will apply only to the selected items within the chosen branch.
Define Target Period
Enter the Date Range
Start Date
End Date
Ensures the discount target is valid for a specific time period.
Set Discount Targets
Enter the Discount Percentage Target for selected items
This defines the maximum or expected discount level during sales.
Save & Review Configuration
Click Save after entering all details
You can review or update settings later in Entry Mode.
Apply During Sales Transaction
Go to the Sales Bill Window
Create a New Transaction
Discounts applied during billing will be tracked against defined targets.
Analyze Target vs Actual Discount
To evaluate performance:
Go to Reports / Queries
Navigate to Customer + Item Sales Analysis
Open Branch + Item Wise Target vs Actual Discount Report
Apply Filters & Generate Report
Apply filters such as:
Date Range
Branch
Item
Click on Create to generate the report
Report Insights
The report provides:
Target Discount (%)
Actual Discount Given
Variance / Comparison
Helps Identify:
Over-discounting
Under-utilization of offers
Sales performance trends
Key Benefits of Discount Targets
Control excessive discounting
Improve profit margins
Monitor branch-wise performance
Enable data-driven decisions
Enhance pricing discipline
Final Outcome
You have successfully learned how to:
Set Branch + Item Wise Discount Targets
Apply targets during Sales Transactions
Analyze Target vs Actual Discount Reports
Your system is now equipped to track and control discount performance efficiently.
