Scheme Budget & Time period
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Logic ERP offers a powerful feature for managing promotional schemes 🎁 based on budget 💰 and time period 📅. This feature enables businesses to define and control discounts, ensuring that promotional offers remain within predefined financial limits. Follow this tutorial for a step-by-step guide to:
🔹 Set up a scheme. 🔹 Apply it to specific items. 🔹 Monitor its budget utilization effectively.
To begin setting up a scheme in Logic ERP:
📂Navigate to the Main Menu.
⚙️Go to Setup and then Expand Configurations.
📝Lastly, click on Setup Schemes.
This will open the scheme management interface, where you can create, modify, and monitor promotional schemes.
➕Click on New and enter a name🏷️for the scheme. The scheme name should be descriptive, helping users identify its purpose quickly.
📦Click on New Items to add the product(s) the scheme will apply to.
🛒Select the item for which the scheme is being created. (For example, Maggi 2-Minute Instant Noodles - 500g.)
💾Click Save to confirm the selection.
✅This step ensures that the scheme is linked to the correct product, preventing misapplications of discounts.
🔄Switch to the next tab to define scheme-specific conditions.
🧾Click on Select Lots to view available product lots with different MRPs.
✔️Choose the lot on which the scheme should apply (e.g., MRP of ₹130).
🔢Double-click on the serial number to select the lot.
🗓️Enter scheme details:
Time Period📆: Define the start and end date for which the scheme remains active.
Scheme Basis📊: Select Quantity (this means the scheme applies based on the quantity purchased rather than total price).
Minimum Quantity➕: Define the minimum purchase quantity required for availing the scheme.
Scheme Budget💸: Enter the total budget allocated for the scheme (e.g., ₹12,500).
Stop on Exceeding Budget🚫: Enable this option to prevent the scheme from being applied once the budget limit is reached.
💾Click Save to confirm the scheme parameters.
🎯By defining the scheme on a lot basis, businesses can ensure targeted promotions based on product batches and pricing variations.
🧮Navigate to the third tab to configure the discount settings.
📈Enter the quantity threshold after which the discount becomes applicable.
💰Define Scheme Per Unit—the discount amount applied per unit (e.g., ₹1.25 per unit).
💾Click Save to apply the discount settings.
✅This ensures that customers purchasing the specified quantity receive the appropriate discount without exceeding budgetary limits.
🛍️Process a sale transaction for the item with the applied scheme.
💾Save the bill.
🎯A scheme prompt will appear—select the scheme and click OK.
🧠The system will automatically apply the scheme per unit (e.g., ₹300 total discount based on quantity purchased).
💾Save the final bill.
⚙️The system ensures a seamless and automated discount application, reducing manual errors and improving efficiency.
🔍Navigate to Setup Schemes to check the remaining scheme budget.
🧾If ₹300 discount is applied in a sale, the remaining budget will be updated (e.g., ₹12,200 left from ₹12,500).
🚨If a new transaction exceeds the budget, the system will prompt an alert preventing further discounts.
👨💼 The scheme can work in both:
Manual Mode 🤚 (requires user selection)
Auto Mode 🤖 (applies automatically if conditions are met).
Allowing businesses to control how discounts are implemented.
This feature ensures that promotional budgets are effectively managed and that unauthorized discounts are prevented.
By following these steps, businesses can: 📋 Efficiently configure promotional schemes 💸 Ensure budget compliance 🎯 Offer structured discounts 🙌 Boost customer satisfaction 📊 Maintain financial control
With Logic ERP, promotions are smart, controlled, and efficient! 💼✨