# Batch wise Free Schemes

YouTube: [How to setup schemes in a Pharmaceutical business?](https://youtu.be/6YG_gV-_13Q?si=idxJ07ggjzDYqha2)

### 🎁📦 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.

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### 📝 **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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