> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-in-action-a-feature-overview/distribution/billing/scheme-budget-and-time-period.md). # Scheme Budget & Time period YouTube: [Scheme Budget and Time Period in Sale Bill](https://youtu.be/YE5ZjMBv61Y?si=reZrcHoGeMCFfa89) ### 🧠**Introduction** **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. *** ### 🛠️**Accessing the Setup Scheme Option** To begin setting up a scheme in Logic ERP: 1. 📂Navigate to the **Main Menu**. 2. ⚙️Go to **Setup** and then Expand **Configurations**. 3. 📝Lastly, click on **Setup Schemes**. This will open the **scheme management interface**, where you can create, modify, and monitor promotional schemes. *** ### 🆕**Creating a New Scheme** 1. ➕Click on **New** and enter a **name**🏷️for the scheme. The scheme name should be descriptive, helping users identify its purpose quickly. 2. 📦Click on **New Items** to add the product(s) the scheme will apply to. 3. 🛒Select the item for which the scheme is being created. (For example, *Maggi 2-Minute Instant Noodles - 500g*.) 4. 💾Click **Save** to confirm the selection. ✅This step ensures that the scheme is **linked to the correct product**, preventing misapplications of discounts. *** ### 📦**Defining the Scheme on a Lot Basis** 1. 🔄Switch to the **next tab** to define scheme-specific conditions. 2. 🧾Click on **Select Lots** to view available product lots with different MRPs. 3. ✔️Choose the lot on which the scheme should apply (e.g., MRP of **₹130**). 4. 🔢Double-click on the serial number to select the lot. 5. 🗓️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. 6. 💾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. *** ### 💲**Defining Discount Details** 1. 🧮Navigate to the **third tab** to configure the discount settings. 2. 📈Enter the quantity threshold after which the discount becomes applicable. 3. 💰Define **Scheme Per Unit**—the discount amount applied per unit (e.g., ₹1.25 per unit). 4. 💾Click **Save** to apply the discount settings. ✅This ensures that customers purchasing the specified quantity receive the appropriate discount without exceeding budgetary limits. *** ### 🧾**Implementing the Scheme in a Transaction** 1. 🛍️Process a **sale transaction** for the item with the applied scheme. 2. 💾**Save the bill.** 3. 🎯A **scheme prompt** will appear—select the scheme and click **OK**. 4. 🧠The system will automatically apply the scheme per unit (*e.g., ₹300 total discount based on quantity purchased).* 5. 💾**Save the final bill.** ⚙️The system ensures a seamless and automated discount application, reducing manual errors and improving efficiency. *** ### 📊**Monitoring Scheme Budget Utilization** 1. 🔍Navigate to **Setup Schemes** to check the remaining **scheme budget**. 2. 🧾If ₹300 discount is applied in a sale, the remaining budget will be updated *(e.g., ₹12,200 left from ₹12,500).* 3. 🚨If a new transaction exceeds the budget, the system will prompt an alert preventing further discounts. 4. 👨‍💼 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.** *** ### ✅**Conclusion** 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**! 💼✨ --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## 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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