Auto batch wise scheme implementation as received in the purchase

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🎯 Free Scheme Setup in Purchase & Sales Modules: A Complete Guide

This tutorial provides a comprehensive walkthrough of configuring and implementing various free scheme options available in the Purchase and Sales modules🚛🛒 of your business management software. These features are instrumental in automating discount schemes, tracking promotional offers, and maintaining transparency and accuracy in transactions.

Understanding and using these settings effectively will allow businesses to improve both supplier and customer relationships🤝✨.

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🛍️Purchase Configuration: Setting Up Free Scheme Options

To access and configure free schemes in the purchase module:

1. Navigate to➡️ Purchase Configuration.

2. Go to ➡️Other Settings 3.

3. Locate the 🎚️"Free Scheme %" dropdown menu.

This menu shows various supplier schemes that can be automatically applied during billing — reducing manual work and calculating promotional quantities or discounts easily! 📈💼

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1. Free Quantity Scheme

• Procedure:

  • ✅Enable the "Free Quantity" option.

  • 💾Save the configuration.

  • 🧾Create a new purchase voucher.

  • 📦 Enter both the purchase quantity and the free quantity (e.g., 10 strips + 1 strip free).

• Outcome:

  • 🎉The system automatically adds the free quantity to the transaction.

  • 🗂️This simplifies tracking promotional stock and maintains accurate inventory levels.

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2. Free Quantity or TD (Trade Discount)

• Procedure:

  • 🎯Select the "Free Quantity or TD" option from the dropdown.

  • ✍️Input a percentage%-based scheme in the TD column (e.g., 10%).

• Outcome:

  • 🔄The percentage% value is automatically translated into a quantity format (e.g., 9 purchased + 1 free).

  • 🚀This is useful for suppliers that offer volume-based or percentage-based promotional schemes.

• Priority Rule:

  • ⭐If both a free quantity and a TD percentage% are defined, the system prioritizes the free quantity scheme.

  • This ensures consistent and transparent billing according to supplier terms.

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3. TD, CD, and CD % Options

• 🏷️These options function similarly by applying trade (TD) or cash discounts (CD) based on defined percentage% values.

• 💰Useful for managing financial discounts in addition to or instead of free item promotions.

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🛒Sales Configuration: Implementing Free Schemes

To ensure that the free schemes defined during purchase are reflected in sales:🧩

1. ➡️Open Sales Configuration.

2. ➡️Navigate to Other Settings 2.

3. Locate the🎛️ "Lot Free Scheme" dropdown menu.

This setup allows businesses to automatically pass on promotional benefits to customers or adjust billing accordingly.

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1. Free Quantity Inclusive

• Functionality:

  • 🧾When a sales transaction is initiated, the system displays free quantity details in the Prod Unit column.

  • For example, entering a quantity of 5 will apply a 4 + 1 format, where 1 unit is included as free within the total.

  • ✔️ Ideal for inclusive offers where the free item is not separately invoiced.

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2. TD (Trade Discount)

• Functionality:

  • 🧮When the applicable lot is selected, the system applies a trade discount percentage %.

  • This discount is automatically calculated and deducted from the total.

  • 💸Similar logic applies to CD (Cash Discount) and CD % options.

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3. Free Quantity Exclusive

• Functionality:

  • 🎁This scheme adds the free unit separately (e.g., 10 purchased + 1 given free).

  • 📋The free unit is not part of the billed quantity and is listed as a separate line item.

  • 🧹Ideal for promotional offers requiring clear distinction between sold and gifted quantities.

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4. Free Quantity Exclusive + Scheme in Rupees

• Functionality:

  • 🔢For schemes involving decimal or fractional values, the system converts:

    • 🧮Whole units into free quantity, and

    • 🪙The remaining value into a monetary discount (Rupees).

  • 📏Ensures accurate compensation for partially promotional offers.

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✅ Conclusion

Setting up Free Schemes correctly in Purchase and Sales modules:

• 🔧 Streamlines operations.

• 🧹 Reduces manual errors.

• 📦 Enhances inventory control and competitive pricing.

• 🧾 Ensures supplier compliance.

• 🏆 Helps offer promotional offers to customers!

Automation = 💪 More Efficiency + 💼 Better Business + 🛍️ Happier Customers and ensure compliance with supplier schemes.!

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