# Define Themes of Items

**YouTube:** [How to Set Up Item Themes?](https://youtu.be/yqseBkdb7lU)

## 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.

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### O**bjective 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

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### **Accessing the Theme Setup Window**

* Navigate to **Main Menu → Setup → Items**
* Click on **“Define Themes of Items”**

<figure><img src="/files/JLxKlm86lppJO8bVHi9j" alt=""><figcaption></figcaption></figure>

* This window allows you to create and manage item themes

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### **Creating a New Theme**

* Click **Refresh** to load existing data
* Right-click on **Item Themes → Create New Theme**

<figure><img src="/files/TTj0CFxHguxphWS7rPY4" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/P4hQfhSHALq2srNsCw0a" alt=""><figcaption></figcaption></figure>

* Click **Save**

**Result**

* Multiple themes can be created based on business requirements
* All created themes are visible under the expanded section

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### **Adding Items to Themes**

* Expand the **Item Themes** section
* Right-click to **Add Theme Items/Sets**

<figure><img src="/files/JwX8GUriBUr4RrlA6zWn" alt=""><figcaption></figcaption></figure>

* Select items to include in the theme

<figure><img src="/files/pUpNdTqSoMPHK60YEue8" alt=""><figcaption></figcaption></figure>

* Define **Default Quantity** for each item.

<figure><img src="/files/2DsJCpaALupaCdXx1jIF" alt=""><figcaption></figcaption></figure>

> Repeat the process for other themes as required.

***

### **Importing Themes via Excel**

* Use **Excel Import Option** to bulk upload themes

<figure><img src="/files/XbBOoAjU5t9H9dMKferm" alt=""><figcaption></figcaption></figure>

* Click on **Excel Help** to view required columns
  * Fields marked with (\*) are mandatory

<figure><img src="/files/Bb8pPxcHbJHCUY7xdZI7" alt=""><figcaption></figcaption></figure>

* Browse and select the Excel file
* Click **Refresh** to preview data

<figure><img src="/files/OHkAcioWTg9BYf4jqd3L" alt=""><figcaption></figcaption></figure>

* Click **Save** to complete the import

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### **Configuring Theme Usage in Sales Order Entry**

* Go to **Configuration Settings**
* Under **Other Options**, locate:
  * **Theme Entry Basis**
* Set it to **Item + Size**

<figure><img src="/files/UGk4AJG2sJsVILKkKP44" alt=""><figcaption></figcaption></figure>

***

### **Using Themes in Sales Order Entry**

* Start a **New Sales Order Entry**
* Locate the **Theme Entry Option** at the bottom

<figure><img src="/files/WCCt9OUDkXMeNAe0nBvy" alt=""><figcaption></figcaption></figure>

**Steps to Apply Theme**

* Click on **Theme Entry**
* Select the desired **Theme**

<figure><img src="/files/36K0gz892eotk9r61aRr" alt=""><figcaption></figcaption></figure>

* A window will display all items under that theme
* Click **Select All**

<figure><img src="/files/cIDzi5sEpfYIlVv0a5he" alt=""><figcaption></figcaption></figure>

* Enter **Theme Quantity**

<figure><img src="/files/s3HNxdljavBFWaajCSqp" alt=""><figcaption></figcaption></figure>

**Result**

* All items from the selected theme are automatically added to the sales order

<figure><img src="/files/1KBglIbTTID7IdfyHR8s" alt=""><figcaption></figcaption></figure>

***

### **Viewing Theme Item Reports**

* Navigate to **Main Menu → Reports & Queries**
* Go to **Item Reports**
* Select **“Set Theme Items Report”**

<figure><img src="/files/Q8ilLk3oqg3IR1X8ZuVJ" alt=""><figcaption></figcaption></figure>

**Report Highlights**

* Displays:
  * Items under each theme
  * Available stock details
* Helps in better inventory planning and tracking

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### **Key Benefits of Using Themes**

* Saves time during **order creation**
* Reduces manual item selection effort
* Ensures **consistent item grouping**
* Improves **Accuracy and Productivity.**

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### **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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