# Setup Retail Customer + Company / Group Wise Discounts
**YouTube:** [How to Set Up Retail Customer and Company/ Group - Wise Discounts for Sale ](https://www.youtube.com/watch?v=RNK0TwysQaQ)?
## How to Set Up Retail Customer and Company/ Group - Wise Discounts for Sale?
In this tutorial, you will learn how to **define customer-specific discounts based on company (brand) and item group/category** in Logic ERP.\
This feature helps in offering **targeted pricing strategies and personalized discounts** to retail customers.
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### Open Discount Setup Window
**To Begin:**
* Go to the **Setup Module** from the main menu
* Navigate to **Setup Customer Database Section**
* Open **Setup Retail Customer + Company / Group Wise Discounts**
This window allows you to configure **customized discounts for retail customers**.
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### Select Retail Customer
* Choose the **Retail Customer** for whom the discount will be defined.
* Discounts will apply only to the selected customer.
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### Select Discount Criteria
* Choose the **Discount Criteria** from the dropdown
* Example: **Company + Group**
* Based on selection:
* Select the **Company (Brand)**
* Select the **Item Group / Category**
* This defines where the discount will be applicable.
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### Define Validity Period
* Enter the **Start Date** and **End Date**
Discount will be active only within this period.
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### Enter Discount Details
* Define discount in:
* **CD (Cash Discount)**
Or
* **TD (Trade Discount)**
* Enter percentage as per your requirement.
**Save & Review**
* Click **Save** to apply the configuration
* Use **Entry Mode** to review or edit saved discounts
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### Import Discounts via Excel (Optional)
For bulk configuration:
* Click on **Import from Excel**
* Use the **Help Button** to check required columns
* Fields marked with (\*) are mandatory
* Browse and select the Excel file
* Click **Refresh** to import data
* Click **Save**
Allows quick setup for multiple customers and products.
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### Apply Discount During Billing
* Go to the **Sales Bill Window**
* Create a **New Transaction**
* Select the **Retail Customer**
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### Apply Discount
* While saving the bill:
* A **Discount Selection Window** appears
* Displays all applicable discounts
**Action:**
* Tick the required discount
* Proceed to apply
The selected discount will be applied to the bill.
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### How This Feature Works
* System checks:
* Customer
* Company (Brand)
* Item Group
* Date Range
* Displays applicable discounts during billing
Ensures accurate and automatic discount application.
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### Key Benefits
* Personalized customer pricing
* Targeted discounts by brand/category
* Time-bound promotional offers
* Bulk import via Excel
* Reduced manual errors
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### Final Outcome
You have successfully learned how to:
* Set **Retail Customer + Company/Group Wise Discounts**
* Apply discounts automatically during billing
* Use Excel import for bulk configuration
Your system is now optimized for **smart pricing and customer-specific discount management**.
