# Setup Branch + Item Wise Discount Targets

**YouTube:** [How to Set Up Branch- and Item-Wise Discount Targets?](https://youtu.be/2_C-PlbnN4w)

## 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**.

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### Open Discount Target Setup

**To Begin:**

* Go to the **Setup Module**
* Navigate to **Branch Setup**
* Open **Setup Branch + Item Wise Discount Target**

<figure><img src="/files/iIKcLhZFzZhM6kiUymuj" alt=""><figcaption></figcaption></figure>

* This window allows you to define **discount limits for items at the branch level**.

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### Select Branch & Items

* Choose the **Branch**

<figure><img src="/files/avF5LyXGHbBivI7dFMlw" alt=""><figcaption></figcaption></figure>

* Select the **Items** for which you want to define discount targets

<figure><img src="/files/nvtsvox66njtOqrugpGM" alt=""><figcaption></figcaption></figure>

* Targets will apply only to the **selected items within the chosen branch**.

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### Define Target Period

* Enter the **Date Range**
  * Start Date
  * End Date

<figure><img src="/files/Cuve8uKRsqH3gt65S3HV" alt=""><figcaption></figcaption></figure>

* Ensures the discount target is valid for a **specific time period**.

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### Set Discount Targets

* Enter the **Discount Percentage Target** for selected items

<figure><img src="/files/b7T9gmtmLd03MUGXRjJs" alt=""><figcaption></figcaption></figure>

* 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.**

<figure><img src="/files/keeeAZwNLhX5Gi9DxtNj" alt=""><figcaption></figcaption></figure>

***

### Apply During Sales Transaction

* Go to the **Sales Bill Window**
* Create a **New Transaction**

<figure><img src="/files/BCRqSQloaha8MzDEv3HK" alt=""><figcaption></figcaption></figure>

Discounts applied during billing will be tracked against defined targets.

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### 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

<figure><img src="/files/iLQ81ZdSWVRsyMNM1NF4" alt=""><figcaption></figcaption></figure>

* **Report Insights**
  * The report provides:
    * **Target Discount (%)**
    * **Actual Discount Given**
    * **Variance / Comparison**
* **Helps Identify:**
  * Over-discounting
  * Under-utilization of offers
  * Sales performance trends

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### Key Benefits of Discount Targets

* Control excessive discounting
* Improve profit margins
* Monitor branch-wise performance
* Enable data-driven decisions
* Enhance pricing discipline

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### 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**.


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