Setup Branch Wise Targets

YouTube: How to Set Up and Use Branch-Wise Targets?

How to Set Up and Use Branch - Wise Targets?

This tutorial explains how to set up Branch-wise Sales Targets in Logic ERP and monitor their achievement. It covers defining sales and stock targets for each branch, tracking performance through billing activities, and analyzing results using detailed reports. This feature helps businesses align branch performance with organizational goals.

---

Objective of Branch Targets

• Define sales goals for each branch

• Monitor performance against targets

• Maintain optimal stock levels

• Enable data-driven business decisions

---

Accessing Branch Target Setup

• Navigate to Main Menu → Setup Module

• Go to Branch Setup

• Open “Setup Branch Wise Targets”

---

Selecting Branch & Period

• Choose the Branch for which targets are to be defined

• Select the Target Period (Month)

• Ensures tracking is done for a specific timeframe

---

Defining Sales Targets

• Enter Target Value

  • Represents total sales amount goal for the branch

• Enter Target Quantity

  • Represents total units/items to be sold

---

Setting Stock Targets

• Define Stock Target Value

  • Ideal inventory value to maintain

• Define Stock Target Quantity

  • Number of units to keep in stock

Saving Target Configuration

• Verify all entered values

• Click Save

• Targets will be recorded successfully

---

Reviewing Defined Targets

• View saved targets under Entry Section

• Ensure all configurations are correctly defined

---

Tracking Target Achievement

• When billing is performed in the selected branch:

  • System automatically tracks:

    • Sales Value Achievement

    • Quantity Achievement

---

Viewing Target vs Achievement Report

• Navigate to Main Menu → Reports/Queries

• Go to Customer + Item Sale Analysis

• Open “Branch Wise Stock or Sale Target vs Achievement Report”

Generating the Report

• Select:

  • Branch

  • Date Range

• Click Generate/Create

Report Insights

• Displays:

  • Target Quantity vs Achieved Quantity

  • Target Sales Value vs Achieved Sales

  • Stock Target vs Current Stock (Quantity & Value)

---

Key Benefits

• Helps track branch performance effectively

• Ensures target-driven sales strategy

• Maintains balanced inventory levels

• Improves planning and forecasting accuracy

---

Final Outcome

• Branches operate with clear sales and stock goals

• Performance is continuously monitored

• Management gains actionable insights

• Overall business efficiency and growth are enhanced