Pick Taxes from Sale History in case of Sale Return

YouTube: How to Enable Tax Pickup from Sale History in Sale Return?

How to Enable Tax Pickup from Sale History in Sale Return?

In this tutorial, we’ll demonstrate how to enable a feature in Logic ERP that allows the system to automatically pick taxes from the sales history when processing a sales return. This ensures tax consistency even when rates have changed after the original sale.

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Enable the Feature in Global Settings

• Open Logic Admin and go to Global Settings.

• Navigate to the Sale Return Settings section.

• Locate and enable the option: “Pick Taxes from Sale History in Case of Sale Return”

Let's keep this feature enable to observe its Impact in billing.

• Save the settings.

• Restart the software to apply the changes.

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Implement the Functionality

• Create a Sale Bill

  • Transact an item with a GST rate of 12%.

• Save the bill.

• Update the Tax Rate

  • Navigate to the Setup\Setup Items and then click to "Setup Items Multiple Packs/Sizes".

  • Click on Group Details Tab.

  • Change the GST rate from 12% to 18%.

• Save the updated item settings.

• Create a Sales Return

  • Start a sale return for the same item.

  • As soon as the lot is selected, the Sales History window appears.

  • Select the original sale bill against which the return is being processed.

  • The system automatically retrieves the original tax rate (12%) from the sales history, instead of applying the new 18% rate.

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Conclusion:

Enabling this feature ensures that sales returns reflect the tax structure of the original transaction, preventing discrepancies caused by tax updates and maintaining accurate return processing.