Setup Branch Scheme Group Wise Sale Item Defaults

YouTube: How to Set Up Item Defaults Using Branch Wise Scheme Groups?

How to Set Up Item Defaults Using Branch Wise Scheme Groups?

In this tutorial, we’ll learn how to configure scheme group–wise sale item defaults at the branch level, ensuring that schemes are applied only to the intended branches in Logic ERP.

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Create Branch Scheme Groups

• Go to Main Menu → Setup Module.

• Open Setup Branches and click on Setup Branch Wise Master Groups.

• Switch to the Scheme Group tab.

• Select the Scheme Group Type.

• Define the Branch Scheme Group as required.

• Click Save and close the window.

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Define Sale Item Defaults for Scheme Groups

• Navigate to Set Other Item Details.

• Open Setup Branch Scheme Group Wise Sale Item Defaults.

• Select the Scheme Group Name from the dropdown.

• Choose the required Items

• Click Refresh.

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Configure Discount Defaults

• The system displays available Sales Discount Defaults.

• Define values item-wise by pressing the Space Bar

• Apply the same value to all items by pressing F2 in the column.

• After defining the defaults, click Save.

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Import Defaults via Excel (Optional)

• Click on Retrieve Through Excel.

• Use the Help option to check required columns.

• Select the Scheme Group Name.

• Browse and select the Excel file from your system.

• Choose the correct Sheet Name and click Refresh.

• The system imports defaults for all listed items.

• Verify the data and save.

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Assign Scheme Group to Branch

• Open Setup Branches again.

• Locate the Scheme Group column.

• Assign the appropriate Scheme Group to the required branch.

• Click Save.

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Verify Scheme at Head Office Branch

• Log in to the Head Office Branch.

• Create a new Sales Transaction.

• While saving the voucher, the system displays the available scheme.

• The scheme is applied only to this branch.

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Verify Scheme in Another Branch

• Log in to a different branch.

• Create a Sales Bill for the same item used in the Head Office.

• Since the scheme group is not assigned here, No Scheme is Displayed.

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Verify Branch-Specific Scheme

• Transact an item that has a scheme group allocated to this branch.

• While saving the bill, the system displays the scheme with TD = 50% (as configured).

Additional Tip

• If the TD column is not visible:

  • Enable it from Setup Column Attributes.

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Conclusion

Branch Scheme Group–Wise Sale Item Defaults allow you to control discounts and schemes at the branch level, ensuring accurate and targeted scheme application across multiple branches.