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
Define Set Details
Enter the following details:
Set Prefix
Set Name
Minimum Quantity
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
Choose the items to be included in the set
Define the quantity for each item
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
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
Click OK
Click to Set Selectoin
Choose the required Set Name
Click Refresh
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
Save the Sales Bill
The set is successfully retrieved
Save the bill to complete the transaction
View Set-Wise Sales Reports
Open the Sales Report
Apply the Item Set filter
Generate the report
The report displays set-wise sales details, providing a clear and consolidated view of sales performance for each item set.
