Product promotion/Scheme module (PPM) for Retailer
YouTube: How to setup schemes in an FMCG business?
📦📈 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
🧭In the main menu, navigate to Setup option, then go to Configurations and select Setup Schemes.
➕Click on New and enter a relevant name🏷️ for the scheme to easily identify it later.
💾Save the scheme to proceed.
🛒Selecting Items for the Scheme
🆕Click on New Items to add the products eligible for the scheme.
✅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.
💾Click Save to confirm the selection.
🧾👥Linking Account Groups (Optional)
📌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.
🎯This feature helps in targeting specific customer segments with customized offers.
🛠️Defining Scheme Parameters
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.
✍️ Enter a name again for easy reference and Save💾 the scheme details.
💸Configuring Discount Details
📍Navigate to the Discount Details tab to define the discount structure.
🎯Enter the quantity or value after which the discount will be applicable.
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.
📝Example: If a 5% cash discount is to be given on purchasing two units of 1kg honey, enter the required values.
💾Save the discount details to activate the scheme.
🛍️ Implementing the Scheme in Sales Transactions
Select the Account Group linked to the scheme while generating a sale.
Enter the Customer’s Name👤 from that group.
🛒Add the selected product (e.g., 1kg Honey).
📇Fill in other necessary details such as Lot Number, Quantity, Sale Rate, etc.
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
💸In the second tab, enter the scheme budget value to limit the total discount offered.
🛑Choose how the budget will be enforced:
Stop: Prevents the scheme from applying if the discount exceeds the allocated budget.
📊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.
🚫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
➕Click on New and enter a unique scheme name.
🛍️Select the products applicable under the free item scheme.
Example: Sunflower Oil (2L) as the primary purchase item.
💾Click Save to confirm the selection.
🕒In the next tab, configure details such as time period, minimum purchase requirement, and any applicable conversion factors.
🎁Define discount details and add a free item:
Example: Offer 500ml Sunflower Oil as a free item when purchasing 2L Sunflower Oil.
💾Save the scheme settings to finalize the offer.
🧾Applying a Free Item Scheme in Sales Transactions
🛒Add the main product (Sunflower Oil - 2L) to the sales bill.
📝Enter required details such as Lot Number, Quantity, and Sale Rate.
💾Save the bill – a scheme prompt will appear.
📢Select the scheme and confirm the selection✅.
🎁The system will automatically add the free item (500ml Sunflower Oil) to the bill.
💾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! 🚀💼📊!
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