Group Schemes

YouTube: How to Configure Item Group Schemes in Sales Orders?

How to Configure Item Group Schemes in Sales Orders?

This tutorial explains how to configure Group Scheme Selection Prompts in Sales Orders in Logic ERP. It demonstrates how different configuration options control whether schemes are applied automatically, prompted for confirmation, or completely restricted—helping businesses manage discounts effectively.

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Objective of This Feature

• Control how discount schemes are applied in Sales Orders

• Provide flexibility between manual and automatic scheme application

• Improve accuracy and control in promotional pricing

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Accessing Sales Order Configuration

• Navigate to Sales Order Module

• Click on Configuration

• Select the relevant Sales Order Configuration

• Here, you will find an option named Group Scheme.

  • When you expand the dropdown, you will see three options:

    • N/A

    • Prompt Before Issue

    • Do Not Prompt

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Overview of Created Scheme Before Sales Order Processing

• Before proceeding with the Sales Order process.

• Navigate to Setup and Configurations.

• Open Setup Schemes for Sale Order.

• Review the already created scheme “Buy One, Get 20% Off”.

• Ensure that all required settings for the scheme have been properly configured.

• Once verified, move to the Sales Order window.

• Begin processing the Sales Order.

• Now, Let discuss each option one by one.

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Group Scheme Options: Not Applicable

• No scheme will be applied during Sales Order generation

• Use Case

  • When no promotional schemes are required

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Group Scheme Options: Prompt Before Issue

• System prompts user before applying any scheme

System Behavior

• On saving Sales Order:

  • “Choose Schemes to Implement” window appears

  • Displays:

    • Available schemes

    • Validity period

    • Discount details

User Action

• Click OK to confirm scheme

Result

• Scheme (e.g., Buy 1 Get 20% Off) is applied

• Reflected in:

  • CD% (Discount Column)

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Group Scheme Options: Do Not Prompt

• System applies schemes automatically

System Behavior

• On saving Sales Order:

  • No prompt is displayed

  • Applicable scheme is directly applied

Result

• Discount (e.g., 20%) is automatically reflected in CD% column

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Key Benefits

• Flexible scheme application control

• Reduces manual effort with automation

• Ensures accurate discount application

• Enhances sales efficiency and consistency

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Best Practice Tips

• Use Prompt Before Issue for controlled environments

• Use Do Not Prompt for high-speed billing setups

• Regularly review scheme configurations

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Final Outcome

• Schemes are applied based on selected configuration

• Sales process becomes efficient and flexible

• Discounts are accurately implemented

• Business gains better control over promotions