# 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.

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### 🛠️**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.

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### 🆕**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.

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### 💲**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.

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### 🧾**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.

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### 📊**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.**

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### ✅**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**! 💼✨


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