How to Set item wise defaults like discounts and Schemes for Purchase?
In this tutorial, we will learn how to define item-wise defaults for purchase transactions in Logic ERP. Item-wise purchase defaults help automate discounts, schemes, and other values during purchase entry, ensuring consistency, accuracy, and faster data entry.
Access to Item-Wise Purchase Defaults Setup
Navigate to the Main Menu
Open the Setup Module
Click on Set Other Item Details
Select Set Item-Wise Defaults (Purchase) to open the configuration window
Select Entry Mode and Items
You will see two entry modes:
Single Entry
Multiple Entry
Select Multiple Entry
Click on Select Items
Choose the items for which you want to define purchase defaults
Use filters such as Brand Group or HSN to locate items easily
Define Purchase Default Values
Multiple default fields are available, such as:
CD (Cash Discount)
TD (Trade Discount)
SPCD, and others
In this example:
Enter TD = 12% for the selected items
Save the changes
Verify Defined Defaults
Open the Single-Entry window
Click on Refresh
You will now see the defined 12% TD reflected for the selected items
Check Defaults During Purchase Entry
Open the Purchase Voucher window
Create a new purchase entry
Enter an item for which the default was defined
You will notice that the 12% trade discount is applied automatically
Step 6: Removing Item-Wise Defaults
Simply entering 0 and saving will not remove the existing default
To correctly remove a default:
Set the value to 0
Enable the Save Zero Values option
Save the changes
Open the Single-Entry window and click Refresh
The value will now appear as 0, confirming the default has been successfully removed.
Using Per-Unit Purchase Defaults (Scheme Per Unit)
Apart from percentage-based defaults, Logic ERP also supports per-unit based defaults.
Example: Scheme Per Unit
Define Scheme Value = ₹5 per unit
Use the Scheme CF (Conversion Factor) field
Select the appropriate unit conversion from the dropdown
Save the configuration
Verify Per-Unit Scheme in Purchase Voucher
Initiate a new purchase entry
Enter the configured item:
For 1 unit, the scheme value will be ₹5
Check this under View Totals
Change the quantity to 10 units
The scheme amount will automatically update to ₹50, confirming correct per-unit calculation
Conclusion
By defining item-wise purchase defaults in Logic ERP, you can significantly streamline purchase entries, reduce manual effort, and ensure consistent discount and scheme application. Whether percentage-based or per-unit based, these defaults enhance accuracy and efficiency across procurement operations.
