Implement Item Group wise Value based Scheme in Sale Bill

YouTube: How to Apply an Item Group-wise Value-based Scheme in Sale Bill?

How to Apply an Item Group wise Value based Scheme in Sale Bill?

In this Tutorial, we will learn how to configure an Item Group Value-Based Scheme in Logic ERP. Let’s begin.

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Access to Scheme Campaign

• Navigate to the Configuration menu and open the Setup Scheme Campaign window.

• Click Refresh.

• Enter the Scheme Campaign Name and define the date range during which the scheme will remain active.

• Save the scheme.

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Configure Group Options

• Go to the Group Options tab.

• Select the Scheme Campaign from the list.

• Enter the Group Name.

• In the Scheme Group Type column, press the Space key and select Item Group from the dropdown.

• Save the changes.

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Assign the Item Groups

• Navigate to the Scheme Group tab.

• From the search option, select the Item Group or Category on which the scheme should be applied.

• Save the selection.

The groups shown here indicate that whenever a bill is generated for items belonging to these groups, the configured scheme will appear automatically while saving the bill.

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Set Up Slab Details

• Open the Setup Scheme Campaign Slab Details window.

• Select the Scheme Campaign you created.

• The Campaign Group will be displayed automatically.

• Enter the Minimum Value as 2999.

• Set the Scheme Basis to Value.

• In the slab details grid:

  • Enter the Slab Value as 2999.

  • Enter 30% in the CD% (Cash Discount Percent) column.

  • (Optionally, you may also fill TD%, SPCD%, or other discount fields based on requirement.)

• Save the slab configuration.

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Implement Scheme in Sale Bill

• Open the Sale Bill Touch Screen window and start a new transaction.

• Scan or enter an article belonging to the item group for which the scheme was defined.

• Save the bill.

• The Available Schemes window will appear.

• Tick to apply the scheme.

• A 30% Cash Discount will be applied to the bill, and the discount amount will appear in the Discount column.

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Conclusion

An item group value-based scheme allows you to automatically apply discounts when the bill value crosses a defined threshold. Once configured, Logic ERP displays the scheme during billing and applies a 30% cash discount whenever the transaction meets the slab criteria, ensuring accuracy and smoother billing operations.