# 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.

***

### 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**

<figure><img src="/files/CMNJmGcEaeEq9hxTxDU7" alt=""><figcaption></figcaption></figure>

This window allows you to configure **customized discounts for retail customers**.

***

### Select Retail Customer

* Choose the **Retail Customer** for whom the discount will be defined.

<figure><img src="/files/hLp4WwIr9lVVmdIVZ5cy" alt=""><figcaption></figcaption></figure>

* Discounts will apply only to the selected customer.

***

### Select Discount Criteria

* Choose the **Discount Criteria** from the dropdown
  * Example: **Company + Group**

<figure><img src="/files/8rml5iX90g5UqulzuRSj" alt=""><figcaption></figcaption></figure>

* Based on selection:
  * Select the **Company (Brand)**
  * Select the **Item Group / Category**

<div><figure><img src="/files/aolUrMr7X6KamK0zDKGA" alt=""><figcaption></figcaption></figure> <figure><img src="/files/4UJltkBGOXhkGnI0Bons" alt=""><figcaption></figcaption></figure></div>

* This defines where the discount will be applicable.

***

### Define Validity Period

* Enter the **Start Date** and **End Date**

<figure><img src="/files/k55oUSHCDTOatjY33z3L" alt=""><figcaption></figcaption></figure>

Discount will be active only within this period.

***

### Enter Discount Details

* Define discount in:

  * **CD (Cash Discount)**&#x20;

  &#x20;                 Or

  * **TD (Trade Discount)**

<figure><img src="/files/U5OoA7qqt2c5lQmTgS2S" alt=""><figcaption></figcaption></figure>

* Enter percentage as per your requirement.

**Save & Review**

* Click **Save** to apply the configuration
* Use **Entry Mode** to review or edit saved discounts

<figure><img src="/files/9EvdmXnn1I6La7mUYzCE" alt=""><figcaption></figcaption></figure>

***

### Import Discounts via Excel (Optional)

For bulk configuration:

* Click on **Import from Excel**

<figure><img src="/files/j1NFR3L6eZUWdHG5V2Mg" alt=""><figcaption></figcaption></figure>

* Use the **Help Button** to check required columns
  * Fields marked with (\*) are mandatory

<figure><img src="/files/CWSQLae9y3A3mMdFfztg" alt=""><figcaption></figcaption></figure>

* Browse and select the Excel file
* Click **Refresh** to import data

<figure><img src="/files/gipT9OAA4dfTzlnga0BL" alt=""><figcaption></figcaption></figure>

* Click **Save**

Allows quick setup for multiple customers and products.

***

### Apply Discount During Billing

* Go to the **Sales Bill Window**
* Create a **New Transaction**
* Select the **Retail Customer**

<figure><img src="/files/HEvIOWvaGmBdQY7vqnvW" alt=""><figcaption></figcaption></figure>

***

### Apply Discount

* While saving the bill:
  * A **Discount Selection Window** appears
  * Displays all applicable discounts

<figure><img src="/files/lmv7Wl9S8fXqLItedePU" alt=""><figcaption></figcaption></figure>

**Action:**

* Tick the required discount
* Proceed to apply

The selected discount will be applied to the bill.

***

### How This Feature Works

* System checks:
  * Customer
  * Company (Brand)
  * Item Group
  * Date Range
* Displays applicable discounts during billing

Ensures accurate and automatic discount application.

***

### Key Benefits

* Personalized customer pricing
* Targeted discounts by brand/category
* Time-bound promotional offers
* Bulk import via Excel
* Reduced manual errors

***

### 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**.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-accounts/setup-customer-database/setup-retail-customer-+-company-group-wise-discounts.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.