Implement Branch Wise Party + Item Group PL Elements for Price List

YouTube: How to Enable Branch-wise Party and Item Group PL Elements in Sale Bill Price Lists?

How to Enable Branch wise Party and Item Group PL Elements in Sale Bill Price Lists?

This tutorial demonstrates how to implement branch-wise pricing logic using Party + Item Group-based Price List (PL) elements in Logic ERP. This ensures each branch can apply different pricing structures based on item group and customer group.

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Enable the Option for Branch wise Price List

• Open Logic Admin.

• Navigate to Global Settings.

• Under Sales click to Settings 1,

• Locate and enable the option Labeled as:

  "Implement Branch Wise Party + Item Group PL Elements for Price List"

• Save the settings and restart the software to apply the changes.

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Define the Item-Wise Price List

• Go to the Setup module.

• Navigate to Setup\Set Other Item Details and click to "Define Item Wise Price Lists".

• In this section:

  • Select or create a Price List (e.g., PL Price List).

  • Under Expenses, define applicable expense heads.

  • In Price List Configuration, set rules such as:

    • Base Rate (e.g., MRP)

    • Calculation Rules (e.g., percentage markdowns)

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Configure Branch-Wise Party + Item Group PL Elements

• Click on:

  Define Party + Item Group Defaults for PL Elements

• Enable the Branch Wise option.

• For each branch, repeat the steps below:

Example 1: Madhukar Branch

• Select Branch: Madhukar

• Select Item Group: T-Shirts

• Select Account Group: Targeted Party Group

• Enter Expense Percentages (e.g., 20% markdown on MRP)

Example 2: Head Office Branch

• Select Branch: Head Office

• Select same Item Group and Account Group

• Enter a different Expense Percentage (e.g., 10%)

• Save the configuration.

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Implement the Configuration in Sales Bill

Madhukar Branch

• Log in to the Madhukar branch.

• Open the Sale Bill window.

• Select:

  • Account Name

  • Price List (PL Price List)

  • Item (e.g., a T-shirt with MRP above ₹1000)

• Result: Sale rate shows a 20% markdown on MRP as per branch-specific PL rules.

Head Office Branch

• Log in to the Head Office branch.

• Create a new Sale Bill transaction.

• Select the same account, item, and price list.

• Result: Sale rate reflects a 10% markdown, following Head Office branch rules.

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Benefits of This Feature

Feature	Benefit
Branch-wise PL Control	Define unique pricing for each location
Item Group Based PL	Apply pricing rules to product categories
Party Group Specific Pricing	Streamline rates for target customer segments
Dynamic Calculations	Automate discount/markup calculations based on MRP or other base rates

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Conclusion

By enabling "Implement Branch Wise Party + Item Group PL Elements for Price List", you gain granular control over how pricing is applied across branches—based on item categories and customer types—ensuring accurate, branch-specific billing.