Define Item Group/Category/Brand/Item Wise Schemes
YouTube: How to Set Up Item Group, Brand, or Item -Specific Schemes and Discounts for Sales ?
🎯 Introduction
Logic ERP offers a powerful and flexible 💡 Scheme Management System that helps businesses boost 🛍️ sales, improve 🧲 customer engagement, and encourage bulk buying 📦 through targeted discounts and promotional offers based on various criteria such as item-wise, item group-wise, customer-specific, and party-specific schemes.
This tutorial will guide you step-by-step through setting up various types of schemes, tailored to your business needs! 💼✨
1. 🔹Setting Up Item-Wise Schemes
🎯 Best for promoting specific products and encouraging larger purchases!
🛠️ Steps:
🛠️Navigate to Configuration Menu: In the Main menu, go to the Setup section, then expand the ➡️configuration option, and click on➡️ "Set Up Item-Wise Schemes."
📝Define the Item and Pack: Specify the item and pack to which the scheme will be applied.
📅 Set the Date Range: Enter the start and end dates for the scheme's validity to ensure proper timing and application.
📊Choose the Scheme Basis: Select either:
🔢Quantity Basis: Define the minimum quantity required for the scheme.
💰Value Basis: Specify the minimum purchase value required.
📉 Define Slab Details: If the scheme is quantity-based, create discount slabs based on the purchased quantity. This allows businesses to offer tiered discounts, rewarding higher purchase volumes.
✅Apply the Scheme: Process a sale transaction involving the selected item. A window will appear while saving the entry, showing the scheme and discount details. Tick the box to apply the scheme to the bill.
💡Example: A 5% cash discount💸 is applied when the defined item is sold, ensuring the customer benefits from the promotion.
2. 🔹Setting Up Item Group-Wise Schemes
🎯 Ideal for applying offers to a category of related items.
🛠️ Steps:
📦Select Item Group: Choose the item group to which the scheme will be applied.
📅Define the Date Range: Set the start and end dates to ensure the scheme remains active only within the specified timeframe.
📊Choose Scheme Basis: Similar to item-wise schemes, select either quantity or value basis.
➕Set Minimum Quantity or Value: Specify the minimum required quantity or value to qualify for the discount.
📉Define Discount Slabs: For instance, a 10% cash discount applies if at least two items🧥 from the jacket group are purchased, promoting bulk purchases.
✅Apply the Scheme:
If only one quantity is transacted, no scheme is applied❌.
When the required quantity is met and the bill is saved, a discount window appears, allowing you to apply🟢the group scheme, ensuring the discount is availed properly.
3. 🔹Setting Up Customer-Specific and Item Group-Wise Schemes
🎯 Perfect for targeted promotions and rewarding loyal customers!
🛠️ Steps:
🙋Select Customer or Customer Group: Choose a specific customer or customer group for whom the scheme will be applied.
🏷️ Choose Item Attribute: Select either an item, category, or brand to ensure the scheme is applied to relevant products.
📅Define Date Range: Enter the scheme’s validity period to manage the promotional timeline effectively.
📦Set Minimum Quantity and Scheme Basis: Specify the quantity threshold and whether the scheme is quantity or value-based.
📉Define Discount Slabs: For example, a 40% cash discount💸 applies when at least one item from the selected brand🛍️is transacted for the specified customer.
✅Apply the Scheme:
Select the customer at the time of transaction.
Transact an item belonging to the defined brand.
When saving the bill➡️, a scheme window appears💥 displaying the details. Apply the scheme to avail the discount, ensuring the correct discount is applied.
4. 🔹Setting Up Party-Specific and Item-Wise Schemes
🎯 Great for building strong 💪 client relationships with personalized deals!
🛠️ Steps:
🏢Define Party or Party Group: Select the specific party eligible for the scheme.
🛒Select Item and Pack Name: Specify the item and pack applicable for the discount.
📅Set Date Range: Define the start and end dates to ensure proper scheme implementation.
➕Choose Minimum Quantity or Value: Enter the required minimum purchase amount or quantity to qualify for the scheme.
📉Define Discount Slabs: Set the discount percentage based on the quantity purchased, allowing for varied discount levels based on customer engagement.
✅Apply the Scheme:
Process a sale transaction.
When saving the voucher, a discount window appears.
Select the scheme type, and the applicable discount (e.g., 25%) is applied to the bill, ensuring that the benefits are correctly applied👌.
🏁 Conclusion
By setting up these smart schemes in Logic ERP 🎯, businesses can:
✅ Increase 🔼 sales ✅ Improve 🤝 customer loyalty ✅ Promote 🛍️ targeted products
We hope this tutorial makes scheme management super clear and easy to implement! 🚀🎉
Last updated