Define Themes of Items
YouTube: How to Set Up Item Themes?
How to Set Up Item Themes?
This tutorial explains how to set up and use Item Themes in Logic ERP. Item Themes act as predefined templates that group multiple items together, simplifying order entry and improving efficiency. You will learn how to create themes, assign items, import themes via Excel, and use them in sales transactions along with reporting features.
Objective of Item Themes
Group multiple items under predefined templates
Simplify bulk item selection during transactions
Improve efficiency in sales order entry
Standardize frequently used item combinations
Accessing the Theme Setup Window
Navigate to Main Menu → Setup → Items
Click on “Define Themes of Items”
This window allows you to create and manage item themes
Creating a New Theme
Click Refresh to load existing data
Right-click on Item Themes → Create New Theme
Enter the following details:
Theme Name
Prefix Name
Minimum Quantity
Click Save
Result
Multiple themes can be created based on business requirements
All created themes are visible under the expanded section
Adding Items to Themes
Expand the Item Themes section
Right-click to Add Theme Items/Sets
Select items to include in the theme
Define Default Quantity for each item.
Repeat the process for other themes as required.
Importing Themes via Excel
Use Excel Import Option to bulk upload themes
Click on Excel Help to view required columns
Fields marked with (*) are mandatory
Browse and select the Excel file
Click Refresh to preview data
Click Save to complete the import
Configuring Theme Usage in Sales Order Entry
Go to Configuration Settings
Under Other Options, locate:
Theme Entry Basis
Set it to Item + Size
Using Themes in Sales Order Entry
Start a New Sales Order Entry
Locate the Theme Entry Option at the bottom
Steps to Apply Theme
Click on Theme Entry
Select the desired Theme
A window will display all items under that theme
Click Select All
Enter Theme Quantity
Result
All items from the selected theme are automatically added to the sales order
Viewing Theme Item Reports
Navigate to Main Menu → Reports & Queries
Go to Item Reports
Select “Set Theme Items Report”
Report Highlights
Displays:
Items under each theme
Available stock details
Helps in better inventory planning and tracking
Key Benefits of Using Themes
Saves time during order creation
Reduces manual item selection effort
Ensures consistent item grouping
Improves Accuracy and Productivity.
Final Outcome
Themes enable quick and efficient order processing
Items are automatically fetched based on predefined templates
Businesses achieve better control and standardization in sales operations.
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