Last updated
Last updated
YouTube:
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.
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”
Save the settings.
Restart the software to apply the changes.
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.
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.
