# Record Group Wise Schemes

**YouTube:** [How to Enable Group - Wise Scheme Recording in Billing?](https://www.youtube.com/watch?v=pBBub6kYBaQ\&t=6s)

## How to Enable Group - Wise Scheme Recording in Billing?

The **“Record GroupWise Schemes”** feature in Logic ERP allows automatic and efficient application of group-based promotional schemes during billing. It also provides the flexibility to **rollback and adjusts** the scheme if needed.

***

### **Access Sale Voucher Configuration**

* Open **Sale Voucher Configuration**.
* Select the desired **Billing Series**.
* Enable the following options:
  * **"Record Group Wise Schemes"**
  * **"Implement Only Complete Group Schemes"**
  * **"Implement Item Group Schemes"**

<figure><img src="/files/a6rQe4hfH1lc4v4XDVZy" alt=""><figcaption></figcaption></figure>

* Under **Other Settings 2**, ensure:
  * **Group Scheme Mode** = **Prompt Before Issue**

<figure><img src="/files/KdeKM4mjk3VvBGWNv0Ck" alt=""><figcaption></figcaption></figure>

* Click **Save** to apply your changes.

***

### **Validate in Logic Admin**

* Go to **Logic Admin**.
* Ensure that all the required scheme-related options are enabled/disabled according to your configuration.

<div><figure><img src="/files/sTz9KI19LCurbBJbL1dE" alt=""><figcaption></figcaption></figure> <figure><img src="/files/CsJ7Vg5MHZWTVOp2act4" alt=""><figcaption></figcaption></figure></div>

***

### **Create or Use a Group Scheme**

* Open the **Setup Schemes Module**.
* Create or use an existing scheme.

> **Example:**\
> Buy **3 Rosemary Shampoos (250ml)** → Get **3 Aloe Vera Shampoo Sachets** for free.

<figure><img src="/files/ynHqtFQQfvh38dXGfcNS" alt=""><figcaption></figcaption></figure>

***

### **Billing with GroupWise Scheme Active**

* Go to the **Billing Window**.
* Transact **3 Rosemary Shampoo** units.
* Click **Save**.

**Observation:**

* The **Implement GroupWise Scheme** window opens automatically.

<figure><img src="/files/RWZJH4zcsUuX7Jkvys23" alt=""><figcaption></figcaption></figure>

* Click **Yes** to apply the eligible scheme — no manual scheme selection needed.

***

### **Modifying Quantities with Scheme Applied**

* Now, increase quantity from **3 to 6**.
* System will **restrict direct edits** because the GroupWise scheme has been applied.

**Solution:**

* Press **F6** to **roll back the applied scheme**.

<figure><img src="/files/mk5H08oFmflqggrmwih4" alt=""><figcaption></figcaption></figure>

* Modify the quantity (e.g., change from 3 → 6).
* Click **Save**.

**Observation:**

* Group scheme is **automatically reapplied** based on the new quantity.
* The free quantity (e.g., aloe vera sachets) updates proportionally.

<figure><img src="/files/34JbORetyAIl7Jf9QA5h" alt=""><figcaption></figcaption></figure>

***

### **Key Benefits of Record GroupWise Schemes**

| Feature                 | Description                                            |
| ----------------------- | ------------------------------------------------------ |
| Automatic Scheme Prompt | Schemes auto-apply without manual selection            |
| Rollback Option         | Modify items easily by rolling back schemes            |
| Quantity-Sensitive      | Free quantity updates with item quantity changes       |
| Restriction             | Prevents inconsistent scheme allocation during billing |


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