Batch wise Free Schemes
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Last updated
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In this tutorial, you will learn how to set up schemes to automate discounts and free unit allocations during sales —boosting customer satisfaction 😊, improving billing accuracy ✅, and streamlining your sales process 🚀.
This tutorial covers both automatic and manual scheme implementation in a step-by-step manner.
🔧Access to the Column Attributes:
Select the following three columns:
📦Sale Quantity (Quantity of the product being sold)
🎁Free Quantity (Number of free units given with the purchase)
🧾Minimum Sale Quantity for Scheme (Threshold quantity to activate the scheme)
🧾Enter Item Details:
🏷️Provide the item name, batch number, quantity, and other necessary details.
✍️Define the sale quantity and the number of free units given with it.
🎯Define the Scheme:
Example: If a scheme offers 10+1 (buy 10, get 1 free), it will only apply when the customer buys at least 50 units.
🛑If a customer buys 20 units, ➡️ ❌ no free packs will be given.
✅If they purchase 50 units, ➡️ 🎁 five free packs will be added automatically.
🚫 No manual action required — it's seamless!
🧾 Create a new sale bill.
🧪 Enter the same item and batch as recorded in the purchase voucher.
Enter Quantity:
Input 20 in the quantity column➡️—notice that the free quantity is not applied.
Increase the quantity to 50➡️ 🎉—the system will automatically implement the scheme.
🧑🤝🧑 Select Customers:
Open the customer search list and choose the customers who are eligible for discounts.
🎯Define Discount Percentage:
🧮Enter the discount percentage in the appropriate field and save💾 the settings.
🔄 Refresh Entry Mode Tab:
Refresh to view or edit discount details.
✅ Automatic Discount Application:
When making a sales entry for a selected customer, the predefined discount percentage is automatically applied, ensuring accuracy and efficiency💡.
🔍Choose Sale Bill Series:
Navigate to the sale voucher configuration section.
Open the calculation mode📊.
Count the number of fields 🔢(e.g., Tax 3, etc.).
The counted field determines the net rate calculation.
Define Net Rate Position:
➕ Add 1➡️ to the counted position.
Example: If counted till 9, set the net rate position to 10.
✅ Choose "All Net Rates" for net rate application.
Make a Sale Bill:
🧾Press F7 on the sale rate column to open the net rate window.
💵 Enter the desired net rate manually.
Example: If the net rate is 70, the sale rate adjusts to 66.67 (including tax).
Customize Net Rate for Different Sale Bills:
Adjust net rate positions individually for different sales bills as required.
🔢Press F7 on Sale Rate
This opens the scheme application window.
Enter Free Units Along with Sale Units:
🛒Example: 10+1, 15+1, etc.
🛍️The system automatically calculates the adjusted rate per unit.
🧠Monitor the Scheme Calculation:
💸The value of free units is displayed under the scheme section.
As the number of free units 📉 increases, the cost per unit 💰decreases, reflecting a discount.
By setting up both automatic & manual schemes:
🧾 Your billing is accurate
🧑🤝🧑 Customer loyalty improves
💼 Sales become smoother
🧠 You save time and reduce errors
📈 These strategies are your key to better pricing, happy customers, and smarter operations, enhancing the efficiency of sales transactions.!