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.

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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

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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

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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

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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.

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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

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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

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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

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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

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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.