Setup Retail Customer + Company / Group Wise Discounts

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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.