# Setup Schemes (Item, Group & Party Wise)

**YouTube:** [How to Set Up Item Group, Brand, or Item -Specific Schemes and Discounts for Sales?](https://www.youtube.com/watch?v=YxwKXSAL2kY)

## How to Set Up Item Group, Brand, or Item -Specific Schemes and Discounts for Sales?

In this tutorial, you will learn how to **configure different types of schemes in Logic ERP**, including:

1. Item-wise schemes
2. Item group-wise schemes
3. Party + Item group-wise schemes
4. Party + Item-wise schemes

These schemes help businesses **automate discounts and promotional offers** based on predefined conditions.

***

### 1. Configure Item Wise Scheme

To begin:

* Navigate to the **Configuration Menu**.
* Click on **Setup Item Wise Schemes**.
* This module allows you to define schemes at multiple levels.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FiZl9iBTOJ3qn5nFYIWUY%2FBlank%20Window.png?alt=media&#x26;token=bacd48eb-4455-45ca-8657-935575ecd2df" alt=""><figcaption></figcaption></figure>

**Configure Item-Wise Scheme**

* Define a scheme for a specific item.
* Select the item from here

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FHBvRHMXQIUMYdQDlHFPb%2FDefine%20Item%20Name.png?alt=media&#x26;token=28ded8de-dfb2-472f-be14-61b040a7c281" alt=""><figcaption></figcaption></figure>

* Then choose its pack details

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FKFkbbJ8IlhcuSad2HoM5%2FPack%20Name.png?alt=media&#x26;token=205abc07-a814-45af-beb5-b594453cadb6" alt=""><figcaption></figcaption></figure>

* **Enter: Start Date & End Date**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FiYlFZ8a0pgRMsDen2Qc5%2FDate%20Range.png?alt=media&#x26;token=fec265a0-2350-486c-bb85-a5979f09c385" alt=""><figcaption></figcaption></figure>

* Choose **Scheme Basis**:
  * Quantity-based
  * Value-based

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FlqmLB2iGztBkpqovJl7n%2FScheme%20Basis.png?alt=media&#x26;token=49b9fc4e-5a2a-4faa-acc1-9026b27e992e" alt=""><figcaption></figcaption></figure>

**Define Conditions:**

* Enter **Minimum Quantity** (if quantity-based)
* Configure **Slab Details**:
  * Example:
    * Buy specific quantity → Get **5% Cash Discount**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FYqjsJmYkxxYokJjYYAth%2FCD-5.png?alt=media&#x26;token=744a4d38-e98f-40f5-94d1-9326f4f16cbc" alt=""><figcaption></figcaption></figure>

* Click **Save**

**Implement Item-Wise Scheme**

* Create a **Sale Bill**
* Add the selected item
* Save the bill

A **scheme window will appear**

* Tick to apply the scheme

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FPvoisUgjVv270JgDVOYB%2FImplemented.png?alt=media&#x26;token=05ca063b-4ac2-42b0-b62f-f546aed1d04e" alt=""><figcaption></figcaption></figure>

**Result:** 5% discount is applied successfully

***

### 2. Configure Item Group-Wise Scheme

* Apply schemes to a group of items.

**Setup:**

* Select **Item Group** (e.g., Jackets)

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FcEXzR9YkrCk3ugveMzhG%2FChoose%20Group.png?alt=media&#x26;token=937beb57-dbed-4eef-9ee2-9f82e46999b8" alt=""><figcaption></figcaption></figure>

* Define:
  * **Date Range**
  * **Scheme Basis**
  * **Minimum Quantity / Value**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FdE6WPXop4uyb0Y0RPnjL%2FScheme%20Base.png?alt=media&#x26;token=3eafcd28-43da-430a-bf9d-e76c5d9cdae0" alt=""><figcaption></figcaption></figure>

**Define Slabs:**

* Example:
  * Buy **2 items from the group**
  * Get **10% Cash Discount**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FOXvGGAogIMlZ9hArRTIU%2FDefine%20CD%20-10.png?alt=media&#x26;token=343860e9-679d-41c8-bc27-2ed91dc8a6a5" alt=""><figcaption></figcaption></figure>

* Save the scheme

**Implement Item Group Scheme**

**Scenario:**

* Add **1 item** → No scheme shown
* Add **2 items** → Scheme becomes available
* Save the bill

A **scheme window will appear**

* Tick to apply the scheme

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FpNeaNGZgKXVNVB5rchoa%2FImplemented.png?alt=media&#x26;token=e3be0a37-539e-48c7-9de9-0e241c2c7db8" alt=""><figcaption></figcaption></figure>

* **Result: 10**% discount is applied successfully

***

### 3. Configure Party + Item Group-Wise Scheme

* This scheme applies when:
  * A specific customer purchases
  * Items belong to a selected **brand/category/item**

**Define Party / Party Group**

* Here, you will have two methods to select a party
* You can either select an individual party or choose a party group

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FjQoCGimCgQ9pqmUkkL7H%2FParty%20-%20Party%20Group.png?alt=media&#x26;token=f6efc5e7-e788-4322-9eeb-38ae23fa023f" alt=""><figcaption></figcaption></figure>

* For this tutorial, we will select a party name

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F3nWvUKz5ykDsSOw2GWRH%2FSelect%20Party%20Name.png?alt=media&#x26;token=c4adf7a7-4a26-426d-9916-eaefacd20b6a" alt=""><figcaption></figcaption></figure>

**Brand / Category / Item**

* Next, you will see options to select either a group or a company

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F3EAeYzCB9i0rBxFuadQY%2FGroup%20Type.png?alt=media&#x26;token=ea1d5518-9563-4ef2-a5bc-ef36eba43b0e" alt=""><figcaption></figcaption></figure>

* For this tutorial, we will proceed by selecting a company

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FCzAIP9q8RHMb2LLtZMDI%2FSelect%20Company.png?alt=media&#x26;token=ddbde887-251b-4d85-9735-527cc299f704" alt=""><figcaption></figcaption></figure>

* Define:
  * **Date Range**
  * **Minimum Quantity**
  * **Scheme Basis**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FWd9lV2bj2Z950DMHTS2D%2FDate%20Range.png?alt=media&#x26;token=cbb06358-d46d-4594-b73c-4fb2cf98a35b" alt=""><figcaption></figcaption></figure>

**Example:**

* Buy **1 item from selected brand**
* For a specific customer
* Get **40% Cash Discount**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F7VVuc8DjrUgfhHa8nisb%2FSlab.png?alt=media&#x26;token=efd8f451-7bd5-4c22-8950-86dfd69ea057" alt=""><figcaption></figcaption></figure>

* Save the scheme

**Implement Party + Item Group-Wise Scheme**

* Select the **same customer**
* Add item from the **selected brand**
* Save the bill

A **scheme window will appear**

* Tick to apply the scheme

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FcdbqTs120s0x5ML85Xtk%2FDiscount%20Type.png?alt=media&#x26;token=29c88c6b-1b73-4272-9ecd-259fbbcc1248" alt=""><figcaption></figcaption></figure>

**Result:** 40% discount applied successfully

***

### 4. Configure Party-Specific Item-Wise Scheme

* This scheme applies when:
  * A **specific customer** buys
  * A **specific item**

**Setup:**

* As we did earlier, here also you will select either a party or a party group
* For this tutorial, we will again choose a Party

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FGS4YkhblsRP2jEcusKHD%2FSelect%20Party.png?alt=media&#x26;token=c582d9f6-aaac-4373-939e-96269be5bd11" alt=""><figcaption></figcaption></figure>

* After that, select the item name

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FBc9Fqv414MIbKU6YqU9j%2FItem%20Name.png?alt=media&#x26;token=68d5aaf5-ca54-4569-a5b9-37fe2cccdc23" alt=""><figcaption></figcaption></figure>

* Then choose the item’s pack details

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FkDlNzO84Z43WLRxHwKtl%2Fpack%20Name.png?alt=media&#x26;token=57cd54c6-7bd4-49d7-8ffa-52ec1f39777a" alt=""><figcaption></figcaption></figure>

* **Define:**
  * Date Range
  * Minimum Quantity / Value
  * Scheme Basis

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FF5wyslAPjZ3IwyTySCiA%2FDate%20Range.png?alt=media&#x26;token=8e8512e0-e8ed-46f5-bc25-af59467d4765" alt=""><figcaption></figcaption></figure>

**Define Slabs:**

* Example:
  * Apply **25% Discount**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FpDPfj4OoWoluf0R5apyg%2FSlab.png?alt=media&#x26;token=1c4be872-3997-4f3a-ac68-84c337ec970b" alt=""><figcaption></figcaption></figure>

* Save the scheme

**Implement Party-Specific Item Scheme**

* Create a **Sale Bill**
* Select the **specific customer**
* Add the **selected item**
* Save the bill

Scheme window will appear

* Select the scheme

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FvR0260fTYb0xWDVyuq2X%2FCD%20-%2025%25.png?alt=media&#x26;token=6568b42e-4bdf-4b72-ab0e-82adaba66885" alt=""><figcaption></figcaption></figure>

**Result:** 25% discount applied to the bill

***

### Types of Schemes Covered

* Item-Wise Scheme
* Item Group-Wise Scheme
* Brand / Category-Wise Scheme
* Party-Specific Scheme

***

### Key Benefits of Using Schemes

* Automates discount application
* Supports complex promotional strategies
* Enhances customer targeting
* Reduces manual errors
* Improves sales performance

***

### Final Outcome

You have successfully learned how to:

* Create multiple types of **schemes**
* Define **conditions and slabs**
* Apply schemes automatically during billing

Your system is now ready to handle **advanced promotional strategies efficiently**.
