Set Item Wise Defaults (Purchase)

YouTube: How to Set item wise defaults like discounts and Schemes for Purchase?

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.