Setup Party + Item Wise Commission

YouTube: How to Set up Party/ Customer + Item- wise Commission?

How to Set up Party/ Customer + Item- wise Commission?

In this tutorial, we will learn how to configure Party Plus Item-Wise Commission in Logic ERP. This feature allows you to define commission rules for customers or customer groups based on specific items, brands, or units, ensuring accurate and automated commission calculation during sales transactions.

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Access to Party + Item-Wise Commission Setup

• Navigate to the Main Menu

• Open the Setup Module

• Go to Setup Accounts

• Click on Setup Agents

• Open the Party + Item-Wise Commission window

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Select Party Type

• Choose whether you want to define commission:

  • Customer-wise, or

  • Customer Group-wise

• Based on your selection, the system will display:

  • A Customer List, or

  • A Customer Group List

• Select the required party

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Define Commission Method

• From the Item Filter dropdown, select how the commission should be applied:

  • Per Unit, or

  • Percentage

• Choose the applicable commission method based on your business requirement

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Select Item or Brand Criteria

• In this example, the Company option is selected

• Choose the required Company or Brand from the list.

• Optionally, select an Item CF (Conversion Factor) if the commission needs to be applied based on a specific unit or conversion.

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Save and Refresh Data

• Save the commission setup

• Click on Refresh Grid to reload the data

• The defined Party + Item-Wise Commission details will now be visible in the grid.

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Verify Commission in Sale Bill

• Open the Sale Bill window

• Create a sales transaction using:

  • The defined Customer, and

  • The configured Item

• Save the bill

• The system will automatically calculate the applicable commission based on the defined rules

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Review Commission Report

• Navigate to the Main Menu

• Open Reports & Queries

• Go to Customer Plus Item Sale Analysis Reports

• Click on Customer + Item-Wise Commission Report

• Use the Account Search List to select the customer

• Generate the report

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Final Output

The Customer + Item-Wise Commission Report displays:

• Customer name

• Item details

• Quantity sold

• Commission type (percentage or per unit)

• Defined commission value

• Final commission amount calculated by the system

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Conclusion

By setting up Party Plus Item-Wise Commission in Logic ERP, you can automate commission calculations with complete accuracy. This helps maintain transparency, reduces manual effort, and ensures consistent commission payouts based on customer and item-specific rules.