# Product promotion/Scheme module (PPM) for Retailer YouTube: [How to setup schemes in an FMCG business?](https://youtu.be/xalNetiSrTU?si=ikchx_Vf01lzCfn-) ## 📦📈 **Tutorial: Setting Up Automatic Schemes in an FMCG Business** ### 🧠 **Introduction** Setting up automatic schemes in an FMCG (Fast-Moving Consumer Goods) business helps: 🎯 Streamline promotions\ 💰 Manage discounts efficiently\ 👥 Boost customer engagement\ 📊 Control promotional budgets Let’s walk through a step-by-step guide to set up schemes for your business seamlessly. 🚀 *** ### ⚙️Accessing Scheme Setup 1. 🧭In the **main menu,** navigate to **Setup** option, then go to **Configurations** and select **Setup Schemes**. 2. ➕Click on **New** and enter a relevant name🏷️ for the scheme to easily identify it later. 3. 💾**Save** the scheme to proceed. *** ### 🛒Selecting Items for the Scheme 1. 🆕Click on **New Items** to add the products eligible for the scheme. 2. ✅Select the items that will be part of this scheme. *Example: If you want to offer a promotional discount on🐝 **Honey (1kg)**, select this item.* 3. 💾Click **Save** to confirm the selection. *** ### 🧾👥Linking Account Groups (Optional) 1. 📌If required, Link a specific **Account Group** to the scheme. *Example: Selecting **Sector 1** means only accounts within this sector will have access to the scheme benefits.* 2. 🎯This feature helps in targeting specific customer segments with customized offers. *** ### 🛠️Defining Scheme Parameters 1. Move to the **next tab** to configure the essential parameters for the scheme: * 🕒**Time Period**: Define the duration for which the scheme will remain active. * 📦**Minimum Quantity/Value**: Set the threshold purchase quantity or value required to activate the scheme. * 🔁**Conversion Factors**: If applicable, specify any unit conversions needed. 2. ✍️ Enter a name again for easy reference and **Save**💾 the scheme details. *** ### 💸Configuring Discount Details 1. 📍Navigate to the **Discount Details** tab to define the discount structure. 2. 🎯Enter the quantity or value after which the discount will be applicable. 3. Choose the type of discount to be applied: * 💵**Cash Discount (CD)**: A direct percentage reduction on the total amount. * 🏷️**Trade Discount (TD)**: A reduction applicable for traders or bulk buyers. * 🧾**Special Discount (SD)**: Custom-defined discounts for specific customers. 4. 📝Example: If a **5% cash discount** is to be given on purchasing **two units of 1kg honey**, enter the required values. 5. 💾**Save** the discount details to activate the scheme. *** ### 🛍️ Implementing the Scheme in Sales Transactions 1. Select the **Account Group** linked to the scheme while generating a sale. 2. Enter the **Customer’s Name**👤 from that group. 3. 🛒Add the **selected product** (e.g., **1kg Honey**). 4. 📇Fill in other necessary details such as **Lot Number, Quantity, Sale Rate, etc.** 5. Press **F6** to apply the scheme: * 🚫If the entered quantity does not meet the minimum threshold, the scheme will not be available. * ✅When the required quantity is met (e.g., 2 units of 1kg Honey), the system will automatically apply the scheme. *** ### 🧩Additional Scheme Configuration Options **A.**��️ **Selecting Specific Items for Scheme Application** * You may need to exclude certain items from the scheme🙅‍♂️. * ✅Unchecking an item means it will not contribute to fulfilling the scheme’s minimum requirement. ***Example:** If only ticked items are eligible, the scheme applies only when those specific items are present in the bill.* **B.** 💰**Setting a Budget for the Scheme** 1. 💸In the **second tab**, enter the **scheme budget value** to limit the total discount offered. 2. 🛑Choose how the budget will be enforced: * **Stop**: Prevents the scheme from applying if the discount exceeds the allocated budget. 3. 📊Example Scenario: * Scheme budget: **₹30** * If a sale bill generates a **₹24.13 discount**, only **₹5.87** remains available for future transactions. * Once exhausted, further attempts to apply the scheme will be blocked. 4. 🚫If the budget limit is reached, a message will be displayed notifying that the scheme cannot be applied further. *** ### 🎁Setting Up a Free Item Scheme 1. ➕Click on **New** and enter a unique scheme name. 2. 🛍️Select the **products** applicable under the free item scheme. * *Example: Sunflower Oil (2L) as the primary purchase item*. 3. 💾Click **Save** to confirm the selection. 4. 🕒In the **next tab**, configure details such as **time period, minimum purchase requirement**, and any applicable conversion factors. 5. 🎁Define discount details and add a **free item**: * ***Example:** Offer **500ml Sunflower Oil** as a free item when purchasing **2L Sunflower Oil**.* 6. 💾**Save** the scheme settings to finalize the offer. *** ### 🧾Applying a Free Item Scheme in Sales Transactions 1. 🛒Add the **main product** (**Sunflower Oil - 2L**) to the sales bill. 2. 📝Enter required details such as **Lot Number, Quantity, and Sale Rate**. 3. 💾**Save the bill** – a scheme prompt will appear. 4. 📢Select the scheme and **confirm the selection**✅. 5. 🎁The system will automatically add the **free item** (**500ml Sunflower Oil**) to the bill. 6. 💾**Save** the final bill with the applied scheme. *** ### ✅ **Conclusion** By following these steps, you can: 🔄 efficiently set up and manage automatic schemes in your FMCG business by:\ 💵 Control discount budgets AND enhanced customer satisfaction.\ 👥 Target the right customer segments AND and optimizing business growth.\ 📈 Boost sales & customer loyalty ✨ Smart schemes = smarter sales!\ We hope this tutorial helps in optimizing your FMCG promotional strategies! 🚀💼📊! --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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