Record Group Wise Schemes

YouTube: How to Enable Group - Wise Scheme Recording in Billing?

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.

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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"

• Under Other Settings 2, ensure:

  • Group Scheme Mode = Prompt Before Issue

• Click Save to apply your changes.

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Validate in Logic Admin

• Go to Logic Admin.

• Ensure that all the required scheme-related options are enabled/disabled according to your configuration.

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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.

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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.

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

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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.

• 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.

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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