# Setup Branch Scheme Group Wise Sale Item Defaults
**YouTube:** [How to Set Up Item Defaults Using Branch Wise Scheme Groups?](https://www.youtube.com/watch?v=UHjElCoKUUg)
## 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**.
***
### **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.
***
### **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**.
***
### **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**.
***
### I**mport 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**.
***
### **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**.
***
### **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**.
***
### **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**.
***
### **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**.
***
### **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.
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/set-other-item-details/setup-branch-scheme-group-wise-sale-item-defaults.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.