Setup Item Group

YouTube: How to create Item Groups in Logic ERP?

How to create Item Groups in Logic ERP?

In this Tutorial, you will learn how to efficiently set up item groups in Logic ERP to streamline inventory management.

Step-By-Step Guide:

1. Navigate to the "Setup" and then Expand "Setup Items".

2. Click on "Setup Item Groups".

3. You can create up to 30 group categories for organizing items.

As you can see, 30 Groups are being shown here.

Understanding GST Tax Groups

• The GST tax group category is predefined in the system.

• It includes five slabs of GST percentages, and items are allocated accordingly.

This picture shows how GST groups can be created.

Creating Item Groups

• Each group contains five levels.

• Right-click on a group to rename it and enter the desired name.

• You can also rename each level as needed.

• Click Refresh to apply changes.

This picture shows how to create a new group.

Defining Item Group Details

• Enter the group name and a short name.

• Select whether the item is raw material or finished product.

• Define the margin percentage—this automatically calculates MRP by adding the defined percentage to the basic rate.

• Press Spacebar to enable a prompt message during sale billing (useful for pharmaceutical businesses with prescription-based medicines).

• Add descriptions (up to seven descriptions) for better classification.

• Click Save to store the changes.

This picture shows how to define the details of a group.

Allocating Items to Groups

• Right-click on the group and select "Allocate.".

• Search and select the items to allocate.

• Note: An item cannot belong to multiple groups.

• To remove an item from a group, click Deallocate.

This picture shows how to allocate a group.

Creating Multi-Level Grouping

• Create Level 2 groups the same way as Level 1.

• Allocate Level 1 groups into Level 2.

• Similarly, Level 2 groups can be allocated into Level 3, creating a hierarchical structure up to five levels.

Managing Group Order & Moving Groups

• Click Refresh and click on Order to rearrange groups using arrows.

• The Move Item Groups feature allows copying categories to another group.

• Items can also be moved between groups.

Adding Images to Groups

• Browse and upload an image for each group.

• The image will be visible during billing, helping in quick identification.

This picture shows how to add an image to a group.

Practical Applications in Different Businesses

Pharmaceutical Business

• Group items based on Schedule H, Schedule H1, and NRX categories.

• Enable prompt alerts for Schedule H1 items during billing.

• Items can also be grouped based on salt names.

This picture illustrates how to create pharma groups and enable the prompt.

Apparel Business

• Apparel grouping is highly customizable.

• Common grouping criteria include:

  • Gender (Men, Women, Kids)

  • Season (Summer, Winter, All-Season)

  • Style (Casual, Formal, Sportswear)

  • Fit (Slim, Regular, Relaxed)

  • Occasion (Party, Office, Daily Wear)

This structured item grouping system in Logic ERP ensures better inventory organization, simplifies billing, and improves operational efficiency.