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.

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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.

This picture shows how you can create a category-wise scheme.

• 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"

Let's keep this feature enable to observe its Impact in Billing.

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

Let's keep this feature enable to observe its Impact in Billing.

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.

As you can see, the software has displayed the prompt for the group-wise scheme.

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