Change Rates/Taxes when party is changed without any Prompt

YouTube: How to Disable Prompt for Rate / Tax Changes When Customer is Changed in Sale Bill?

How to Disable Prompt for Rate / Tax Changes When Customer is Changed in Sale Bill?

This feature allows automatic updating of tax rates and pricing when a party is changed in a bill—without prompting the user for confirmation.


Step-by-Step Configuration:

  • Open the Logic Folder and run Logic Admin.

  • Navigate to Global Settings.

  • Go to the Sales Settings 1 tab.

  • Locate and enable the option: "Change rates/taxes when party is changed without any prompt".

We will keep this feature enabled to evaluate its effect on the billing process.
  • Click Save to apply the changes.

  • Restart the software for the setting to take effect.


Functionality in Billing:

  • Create a new "Sales Bill".

  • Change the Party/Customer Name in the bill.

  • The system will:

    • Automatically refresh the tax structure.

    • Update the price list according to the new party.

    • No confirmation prompt will appear.


Benefits:

  • Speeds up the billing process.

  • Minimizes manual errors in pricing and tax selection.

  • Ensures accurate and consistent data when switching customers.

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