Implement Retail Customer Company/Group Scheme on Fresh Items

YouTube: How to Globally Enable Retail Customer Company / Group Scheme for Fresh Items in Sale Bill?

How to Globally Enable Retail Customer Company / Group Scheme for Fresh Items in Sale Bill?

This tutorial explains how to configure Logic ERP to apply Retail Customer + Company/Group schemes only on fresh stock, ensuring discounts are applied exclusively to new items when no other item-level discount exists.

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Access Global Settings in Logic Admin

• Open Logic Admin.

• Navigate to Global Settings.

• Under POS Options, go to the POS Options 1 section.

• Locate and enable the option labeled as:

"Implement Retail Customer Company/Group Scheme on Fresh Items"

• This enables the feature globally across all series and branches.

• Click Save, then restart the software for the changes to take effect.

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Optional – Enable at Series Level

If you want this functionality enabled only for a specific billing series:

• Open Sale Voucher Configuration.

• Select the relevant Billing Series.

• Under Other Options 1, enable the same setting: "Implement Retail Customer Company/Group Scheme on Fresh Items"

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Implement the Scheme on Fresh Stock

• Open the Sale Voucher window.

• Start a new transaction.

• Select the Retail Customer.

• Add an item that qualifies as Fresh Stock (no existing discounts applied).

Result: A CD (Cash Discount) of 5% (or as per your scheme) is automatically applied due to the Retail Customer + Company/Group Scheme configured for fresh items.

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Note on Scheme Conditions

• This scheme is only applied if no other discount (CD, TD, SPCD) is defined on the item.

• Ensures scheme benefits are exclusive to fresh stock.

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Configure the Scheme (If Not Already Created)

• Open Setup Retail Customer + Company Group-Wise Discount module.

• In Entry Mode:

  • Select the Retail Customer.

  • Choose the Brand.

  • Click Refresh to load scheme data.

• Review or create your discount scheme:

  • Define discount rate, item conditions and validity.

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Benefits of This Feature

Benefit	Description
Targeted Discounts	Applies schemes only to fresh stock for eligible customers
Prevents Overlapping Discounts	Avoids double discounting when item-level discounts exist
Control & Accuracy	Ensures scheme rules are enforced exactly as defined