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.
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
Verify Defined Defaults
Switch to the Single-Entry window
Click Refresh
The defined 10% CD will be visible against the selected items.
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
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)
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
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.
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.
