> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-items/define-sets.md).

# Define Sets

**YouTube:** [How to Create and Use Item Sets for Sales (Gift Packs, Combos, and Kits)?](https://www.youtube.com/watch?v=mdNKJ7V2QlY)

## How to Create and Use Item Sets for Sales (Gift Packs, Combos, and Kits)?

In this tutorial, we will learn how to **define item sets in Logic ERP**, allocate items to a set, and **retrieve the set during billing** for faster and accurate sales transactions.

***

#### Access to Define Sets Module

* Navigate to the **Define Sets** module
* Right-click on **Item Sets**
* Select **New Set**

<figure><img src="/files/a4jMXIz7s6G7DGAnWzal" alt=""><figcaption></figcaption></figure>

**Define Set Details**

* Enter the following details:
  * **Set Prefix**
  * **Set Name**
  * **Minimum Quantity**

<figure><img src="/files/tu5VEuehnmwdE5IszStZ" alt=""><figcaption></figcaption></figure>

* Click **Save**

The set is now successfully created.

***

### Allocate Items to the Set

* Add Items to the Set
* Right-click on the newly created set
* Select **Add Set Items/Sets**

<figure><img src="/files/fm4E9raFsunUbqUPSrGn" alt=""><figcaption></figcaption></figure>

* Choose the items to be included in the set

<figure><img src="/files/fwpq7k7OUcXCM0KqbPWW" alt=""><figcaption></figcaption></figure>

* Define the **quantity for each item**

<figure><img src="/files/mf2GaNgGilVIAAvdFmXU" alt=""><figcaption></figcaption></figure>

* Click **OK** to save

The set is now fully configured with allocated items.

***

### Manage Shade and Size-Wise Items in Sets

* If an item is available in **multiple shades and sizes**, the system displays:
  * Shade-wise details
  * Size-wise details
  * Allocated quantities accordingly
* You can add **multiple items** to the same set

<figure><img src="/files/U7VaHpWnUlXBvVAU7WUg" alt=""><figcaption></figcaption></figure>

* Each item’s shade and size-wise breakup is automatically maintained

***

### Retrieve Item Set During Billing

* Open the **Sales Bill** window
* Click on **Retrieve Order**
* Select **Items from Sets**

<figure><img src="/files/516h5dOUIkfhMU428kRL" alt=""><figcaption></figcaption></figure>

* Click **OK**
* Click to Set Selectoin&#x20;
* Choose the required **Set Name**
* Click **Refresh**

<figure><img src="/files/B7WOLCxzHNLUaLy5cNw0" alt=""><figcaption></figcaption></figure>

**The system displays:**

* Selected set in the **upper section**
* All allocated items in the **lower section**, along with:
  * Quantities
  * Shade and size details
  * Other relevant information
* Click **OK** to proceed

<figure><img src="/files/kXKl4Yow7ga4nDSDO0U5" alt=""><figcaption></figcaption></figure>

* Save the Sales Bill
* The set is successfully retrieved

<figure><img src="/files/7wdIwNPrmaEzvjCdTcj9" alt=""><figcaption></figcaption></figure>

* Save the bill to complete the transaction

***

### View Set-Wise Sales Reports

* Open the **Sales Report**
* Apply the **Item Set filter**

<figure><img src="/files/EASUwxzHThlGZ8Gjap7z" alt=""><figcaption></figcaption></figure>

* Generate the report

<figure><img src="/files/f7Hk4n4LeyIsu32AaztL" alt=""><figcaption></figcaption></figure>

The report displays **set-wise sales details**, providing a clear and consolidated view of sales performance for each item set.

***

### Conclusion

Item Sets in Logic ERP help you:

* Speed up billing for bundled items
* Manage shade and size-wise products efficiently
* Analyze sales performance at the set level
* Reduce manual item entry errors


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