# 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="/files/CQiy1RhSDZ9lAVM8tJ9M" alt=""><figcaption></figcaption></figure>

**Configure Item-Wise Scheme**

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

<figure><img src="/files/KayFDiofPuhEo6pLStM4" alt=""><figcaption></figcaption></figure>

* Then choose its pack details

<figure><img src="/files/98Lzu4QbCyiWEr5xSbS2" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/iyOOHyGMyMPvk7xuBND5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/vR4sExiyGc91od5XwBb8" 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="/files/V5AQ6n2kdvHLeNYDpS0d" 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="/files/NAvGey9PahshEzQ09kYO" 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="/files/kzzHH49OsE24ShbDu87Z" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/I3XKzMW2iLJjcYKsBXqh" alt=""><figcaption></figcaption></figure>

**Define Slabs:**

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

<figure><img src="/files/IeCF7qaHE9wgVmwwmD3F" 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="/files/1oK00VM9syYHX6oayQsh" 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="/files/nUfHE81MEqK3oiLrXidj" alt=""><figcaption></figcaption></figure>

* For this tutorial, we will select a party name

<figure><img src="/files/W67l79n8H9wgJO3Y0263" alt=""><figcaption></figcaption></figure>

**Brand / Category / Item**

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

<figure><img src="/files/SHqU9PIwcZtdhDACN2il" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/AJVvhURak3zpjtBITpvI" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/zgXXmTGaY3XgSRX6mn95" alt=""><figcaption></figcaption></figure>

**Example:**

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

<figure><img src="/files/fCtmHqzk1k34ZRQFMKz3" 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="/files/Th8L6PfpNTYmWizVQVUQ" 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="/files/5lr07g4yU6SJHPePrqwh" alt=""><figcaption></figcaption></figure>

* After that, select the item name

<figure><img src="/files/P4MYbj54rRxaV0f8NMrJ" alt=""><figcaption></figcaption></figure>

* Then choose the item’s pack details

<figure><img src="/files/0dRFe7tS1GBuzoHX6apG" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/eag4nOkUnNAMf0t0A40b" alt=""><figcaption></figcaption></figure>

**Define Slabs:**

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

<figure><img src="/files/IaMs8sUfiYlki7A4XckL" 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="/files/EH48N1qE0yOrfF11ddpQ" 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**.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/configurations/setup-schemes-item-group-and-party-wise.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
