# 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**.

***

### 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FHhpH4fEDaOKTru1pp5YC%2FCNF.png?alt=media&#x26;token=1a7dc152-9922-42c1-9db9-c862c694dd36" alt=""><figcaption></figcaption></figure>

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

***

### Select Branch & Items

* Choose the **Branch**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F9Y7Tm2uYLzFDBn1jnTF1%2FHead%20Office.png?alt=media&#x26;token=6d576aac-57e9-442d-8e7c-f03912bcaa3c" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FuSoQxF8XCGF4Y8eNUTpt%2FItems.png?alt=media&#x26;token=d60579f2-de99-48c3-a91e-44cdfe471889" alt=""><figcaption></figcaption></figure>

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

***

### Define Target Period

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fg4vg5tVILUJoXUJzqO9b%2FDate%20Range.png?alt=media&#x26;token=9488b371-9f5a-4200-a4c7-e2e77e4f2109" alt=""><figcaption></figcaption></figure>

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

***

### Set Discount Targets

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F8HiurVhUQLx5IhYW1tmF%2FDis.png?alt=media&#x26;token=9b04d5c0-d9ac-4f83-aa65-c3787702451a" 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FFZSGv0VvPnxQgPcVEljL%2FEntry%20Mode.png?alt=media&#x26;token=1335e9e5-d308-42af-bcd6-d745d8da5c6f" alt=""><figcaption></figcaption></figure>

***

### Apply During Sales Transaction

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F0deGL5Mr3H6Yam5lohD9%2FSale%20Bill.png?alt=media&#x26;token=b8dfc8a2-3662-4046-a1cf-be922a64b80a" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FQTWiKJKA6yVx8cqifLsT%2FReport.png?alt=media&#x26;token=b4885f30-5cc2-4f90-a76e-7faf5fb2d972" 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

***

### 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**.
