# Define Item Group/Category/Brand/Item Wise Schemes

YouTube: [How to Set Up Item Group, Brand, or Item -Specific Schemes and Discounts for Sales ?](https://youtu.be/YxwKXSAL2kY?si=7wemeblV46gsrNUi)

### 🎯 **Introduction**

**Logic ERP** offers a powerful and flexible 💡 **Scheme Management System** that helps businesses boost 🛍️ **sales**, improve 🧲 **customer engagement**, and encourage bulk buying 📦 through targeted **discounts and promotional** offers based on various criteria such as item-wise, item group-wise, customer-specific, and party-specific schemes. 

This tutorial will guide you step-by-step through setting up various types of schemes, tailored to your business needs! 💼✨

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### **1.** 🔹**Setting Up Item-Wise Schemes**

🎯 *Best for promoting specific products and encouraging larger purchases!*

### 🛠️ Steps:

1. 🛠️**Navigate to Configuration Menu:** In the Main menu, go to the **Setup** section**,** then expand the **➡️configuration** option, and click on**➡️** **"Set Up Item-Wise Schemes."**
2. **📝Define the Item and Pack:** Specify the item and pack to which the scheme will be applied.
3. **📅 Set the Date Range:** Enter the start and end dates for the scheme's validity to ensure proper timing and application.
4. **📊Choose the Scheme Basis:** Select either:
   * 🔢**Quantity Basis:** Define the minimum quantity required for the scheme.
   * 💰**Value Basis:** Specify the minimum purchase value required.
5. **📉 Define Slab Details:** If the scheme is quantity-based, create discount slabs based on the purchased quantity. This allows businesses to offer tiered discounts, rewarding higher purchase volumes.
6. **✅Apply the Scheme:** Process a sale transaction involving the selected item. A window will appear while saving the entry, showing the scheme and discount details. Tick the box to apply the scheme to the bill.
7. 💡**Example:** A **5%** cash discount💸 is applied when the defined item is sold, ensuring the customer benefits from the promotion.

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### **2.** 🔹**Setting Up Item Group-Wise Schemes**

🎯 *Ideal for applying offers to a **category** of related items.*

### 🛠️ Steps:

1. **📦Select Item Group:** Choose the item group to which the scheme will be applied.
2. **📅Define the Date Range:** Set the start and end dates to ensure the scheme remains active only within the specified timeframe.
3. **📊Choose Scheme Basis:** Similar to item-wise schemes, select either quantity or value basis.
4. **➕Set Minimum Quantity or Value:** Specify the minimum required quantity or value to qualify for the discount.
5. **📉Define Discount Slabs:** For instance, a 10% cash discount applies if at least two items🧥 from the jacket group are purchased, promoting bulk purchases.
6. **✅Apply the Scheme:**
   * If only one quantity is transacted, no scheme is applied❌.
   * When the required quantity is met and the bill is saved, a discount window appears, allowing you to apply🟢the group scheme, ensuring the discount is availed properly.

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### **3.** 🔹**Setting Up Customer-Specific and Item Group-Wise Schemes**

🎯 *Perfect for **targeted promotions** and rewarding loyal customers!*

### 🛠️ Steps:

1. **🙋Select Customer or Customer Group:** Choose a specific customer or customer group for whom the scheme will be applied.
2. **🏷️ Choose Item Attribute:** Select either an item, category, or brand to ensure the scheme is applied to relevant products.
3. **📅Define Date Range:** Enter the scheme’s validity period to manage the promotional timeline effectively.
4. **📦Set Minimum Quantity and Scheme Basis:** Specify the quantity threshold and whether the scheme is quantity or value-based.
5. **📉Define Discount Slabs:** For example, a 40% cash discount💸 applies when at least one item from the selected brand🛍️is transacted for the specified customer.
6. **✅Apply the Scheme:**
   * Select the customer at the time of transaction.
   * Transact an item belonging to the defined brand.
   * When saving the bill➡️, a scheme window appears💥 displaying the details. Apply the scheme to avail the discount, ensuring the correct discount is applied.

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### **4.** 🔹**Setting Up Party-Specific and Item-Wise Schemes**

🎯 *Great for building strong 💪 client relationships with personalized deals!*

### 🛠️ Steps:

1. **🏢Define Party or Party Group:** Select the specific party eligible for the scheme.
2. **🛒Select Item and Pack Name:** Specify the item and pack applicable for the discount.
3. **📅Set Date Range:** Define the start and end dates to ensure proper scheme implementation.
4. **➕Choose Minimum Quantity or Value:** Enter the required minimum purchase amount or quantity to qualify for the scheme.
5. **📉Define Discount Slabs:** Set the discount percentage based on the quantity purchased, allowing for varied discount levels based on customer engagement.
6. **✅Apply the Scheme:**
   * Process a sale transaction.
   * When saving the voucher, a discount window appears.
   * Select the scheme type, and the applicable discount (e.g., 25%) is applied to the bill, ensuring that the benefits are correctly applied👌.

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### 🏁 **Conclusion**

By setting up these smart schemes in Logic ERP 🎯, businesses can:

✅ Increase 🔼 sales\
✅ Improve 🤝 customer loyalty\
✅ Promote 🛍️ targeted products

We hope this tutorial makes scheme management super clear and easy to implement! 🚀🎉


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