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Sales invoice margin discount as per customer

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Rafi S

director

25 Points Posted on 24 January 2021

Is there a way to automatically set the sales invoice supply price as per customer?

e.g. if we supply to store 1 at 25% margin. If a product is Rs 100 MRP it should fill Rs 75 in Rate column

if we supply to store 2 at 20% margin. If a product is Rs 100 MRP it should fill Rs 80 in Rate column

without having to manually calculate and fill in each time we create an invoice

Replies (4)

Quick Summary

This discussion explores how to automatically apply different margin discounts to sales invoices based on the customer. The goal is to have the system calculate the correct supply price (e.g., Rs 75 for a 25% margin on a Rs 100 MRP product) for each customer without manual intervention. Users are seeking detailed instructions on setting up formulas, potentially within accounting software or spreadsheets like MS Excel, to manage these customer-specific pricing rules.

CA. Sourav Sarkar

Chartered Accountant

16188 Points Posted on 24 January 2021

Yes you can set such invoices by putting formula

Rafi S

director

25 Points Posted on 24 January 2021

Please give details where to set the formula. And will the formula automatically take effect for different Accounts. e.g. in above example if invoice is made for Store 1 it should use 25% discount. For Store 2 it should use 20% discount.