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.
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
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
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.
Group Scheme Options: Not Applicable
No scheme will be applied during Sales Order generation
Use Case
When no promotional schemes are required
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)
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
Key Benefits
Flexible scheme application control
Reduces manual effort with automation
Ensures accurate discount application
Enhances sales efficiency and consistency
Best Practice Tips
Use Prompt Before Issue for controlled environments
Use Do Not Prompt for high-speed billing setups
Regularly review scheme configurations
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
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