# Set Item wise Defaults (Sale)

**YouTube:** [How to Set Item-wise Defaults like Discounts and Schemes for Sale?](https://youtu.be/vPBJwInf4rI)

## 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**

<figure><img src="/files/FRJTTdf9W4mOGasm9Tru" alt=""><figcaption></figcaption></figure>

* 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**

<figure><img src="/files/aDfQGd7UzMgXBFJsPSHs" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="/files/JzJbtQ05z7NvNBwbpyyF" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/dTzSRB4ya3VeuQ5wUH0b" alt=""><figcaption></figcaption></figure>

***

### **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

<figure><img src="/files/EwSi9QXizfAvMBOhPWFo" alt=""><figcaption></figcaption></figure>

* Add another item
  * No discount is applied if no item-wise default exists

<figure><img src="/files/AZa1MKWbx67MmHiM18cx" alt=""><figcaption></figcaption></figure>

***

### **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**

<figure><img src="/files/TAgfQWDiOlpBiOIu0nvN" alt=""><figcaption></figcaption></figure>

* Click **Save**

#### **Verification**

* Open the **Single-Entry** window
* Click **Refresh**
* The value will now appear as **zero**, indicating the default has been removed.

<figure><img src="/files/FZlo1LRD79BifQKDF604" alt=""><figcaption></figcaption></figure>

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

***

### **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

<figure><img src="/files/7pAZRQXKOl7C7JxGezqJ" alt=""><figcaption></figcaption></figure>

* Save the changes

***

### **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

<figure><img src="/files/xndlJWpXEhzjzUaOgpn3" alt=""><figcaption></figcaption></figure>

* Increase quantity to **2 Units**
  * Scheme automatically updates to **₹20**
* This confirms correct per-unit calculation.

<figure><img src="/files/IiCmgK5qkpTlrzZxHKnY" alt=""><figcaption></figcaption></figure>

***

### **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.


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