Set Item wise Defaults (Sale)

YouTube: How to Set Item-wise Defaults like Discounts and Schemes for Sale?

How to Set Item wise Defaults like Discounts and Schemes for Sale?

In this tutorial, we will learn how to define item-wise defaults in Sales within Logic ERP. Item-wise defaults such as discounts and schemes help automate billing, ensure pricing consistency, and reduce manual entry during sales transactions.

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Access to Item-Wise Defaults Setup

• Navigate to Setup\Set Other Item Details and then select "Set Item Wise Defaults (Sale)"

• Two entry modes are available:

  • Single Entry

  • Multiple Entry

• Select Multiple Entry for bulk configuration

• Click Select Items

• Choose the items for which defaults need to be defined

• Use filters such as:

  • Brand Group

  • HSN Code

• These filters help locate items quickly

Define Percentage-Based Defaults

• Various default fields are available, such as:

  • CD (Cash Discount)

  • TD (Trade Discount)

  • SPCD (Special Discount)

Example: Setting Cash Discount (CD)

• Enter CD = 10% for the selected items

• Click Save to apply the defaults

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Verify Defined Defaults

• Switch to the Single-Entry window

• Click Refresh

• The defined 10% CD will be visible against the selected items.

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Implement Item-Wise Defaults in Sale Bill

• Navigate to the Billing Module

• Open Sale Bill – Touch Screen

• Start a new transaction

• Enter an item for which the default was defined

  • The 10% discount is applied automatically

• Add another item

  • No discount is applied if no item-wise default exists

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Remove or Reset Item-Wise Defaults

• Simply entering zero (0) and saving is not sufficient

• The system continues to treat the previous value as active

Correct Method to Remove Defaults

• Enter 0 in the required default field

• Enable Save Zero Values

• Click Save

Verification

• Open the Single-Entry window

• Click Refresh

• The value will now appear as zero, indicating the default has been removed.

Note: (except for percentage-based defaults, where zero means no discount)

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Define Per-Unit Defaults (Scheme per Unit)

• Again, Click to Select Items.

• Choose the items for which defaults need to be defined.

• Then define Defaults per unit.

• Example: Per-Unit Scheme

  • Enter Scheme Value = 10

  • To define the unit applicability:

    • Use the Scheme CF (Conversion Factor) field

    • Select the appropriate unit from the dropdown

• Save the changes

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Verify Per-Unit Scheme in Sale Bill

• Open the Sale Bill screen

• Enter the item with the per-unit scheme defined

Verification

• Quantity = 1 Unit

  • Scheme applied = ₹10

• Open View Totals to confirm

• Increase quantity to 2 Units

  • Scheme automatically updates to ₹20

• This confirms correct per-unit calculation.

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Conclusion

Item-wise sales defaults in Logic ERP help automate discounts and schemes, reduce manual errors, and ensure consistent billing. With support for both percentage-based and per-unit defaults, along with bulk configuration options, this feature provides complete flexibility for managing sales pricing efficiently.