Implement Item Group/Company Wise Schemes in Billing

YouTube: How to Enable Global Application of Item Group or Company wise Schemes in Billing ?

How to Enable Global Application of Item Group or Company wise Schemes in Billing?

In this tutorial, we will cover the steps to implement item group or brand-wise schemes within the billing system.

Step-by-Step Instructions:

Learn how to apply item group or brand-wise discount schemes directly in billing using Logic software.

• Access the Scheme Setup

  • Open the Item Group-Wise Schemes Setup window.

  • Review an existing scheme configuration.

  • In this example, an item group (T-shirts) is selected.

  • A slab detail is defined:

    If a quantity of 2 or more items from the T-shirt group is billed, a 10% cash discount will be applied.

• Configure Global Settings

  • Navigate to the Logic folder and launch Logic Admin.

  • Go to Global Settings > Sales Settings 1.

  • Locate and enable the option:

    "Implement Item Group/Company Wise Schemes in Billing"

• Note: This setting is also available under Sale Voucher Configuration, but there it needs to be enabled individually for each series.

Global vs. Series-Level Configuration

• Using Logic Admin Global Settings, the scheme can be activated across all series and branches simultaneously.

• This saves time and ensures consistency in billing behavior.

• Apply and Activate the Scheme

  • After enabling the option, save the settings and restart the software to apply changes.

Test the Scheme Implementation

• Create a new sales bill.

• Add an item that belongs to the T-shirt category.

• Enter a quantity of 2 or more.

• When you attempt to save the voucher:

  • The software will prompt with the scheme details.

  • Click OK to apply the 10% discount.

This feature helps in automating discount schemes, reducing manual errors, and improving billing efficiency.