Batch wise Free Schemes

YouTube: How to setup schemes in a Pharmaceutical business?

🎁📦 How to Set Up Batch-Wise Free Schemes in Logic ERP

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.


📝 Predefining Schemes in Purchase Vouchers

  • 🔧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!


🛍️Implementing in Sale Bill:

  • 🧾 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.


👤Setting Party-Wise Defaults

  1. 🧑‍🤝‍🧑 Select Customers:

    • Open the customer search list and choose the customers who are eligible for discounts.

  2. 🎯Define Discount Percentage:

    • 🧮Enter the discount percentage in the appropriate field and save💾 the settings.

  3. 🔄 Refresh Entry Mode Tab:

    • Refresh to view or edit discount details.

  4. ✅ Automatic Discount Application:

    • When making a sales entry for a selected customer, the predefined discount percentage is automatically applied, ensuring accuracy and efficiency💡.


Manually Applying Schemes During Billing

⚙️ Setting Up Sale Voucher Configuration

  1. 🔍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.

  2. 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.


✍️Applying Net Rate Manually

  1. 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).

  2. Customize Net Rate for Different Sale Bills:

    • Adjust net rate positions individually for different sales bills as required.


🎁 Applying Free Units Manually

  1. 🔢Press F7 on Sale Rate

    • This opens the scheme application window.

  2. Enter Free Units Along with Sale Units:

    • 🛒Example: 10+1, 15+1, etc.

    • 🛍️The system automatically calculates the adjusted rate per unit.

  3. 🧠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.


Conclusion

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.!

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