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.

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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.

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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.

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Benefits:

• Speeds up the billing process.

• Minimizes manual errors in pricing and tax selection.

• Ensures accurate and consistent data when switching customers.