Issuing an Item as Free Without Setting Its Rate to Zero in the Sale Bill

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How to Issue an Item as Free Without Setting Rate to Zero in Sale Bill?

In this tutorial, we’ll walk you through the methods of marking an item as free during billing in Logic ERP. Let’s begin by generating a sales bill.

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First Method: Using Zero in the Sale Rate Field

• To issue a free item, enter 0 (zero) in the Sale Rate field.

• This action opens a dropdown list, where you can choose to mark the item as either Free Replacement or Sample.

• Ensure that the Allow Free Replacement option is enabled in the Sales Voucher Configuration for the relevant billing series.

Select Free from the dropdown list and continue with the transaction. The item has now been transacted as a free item.

This method is typically used for issuing free promotional or sample stock. In such cases, the ERP records only the quantity movement, without capturing any monetary value.

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Second Method: Using the F2 Shortcut Key

• Alternatively, transact an item as usual and press F2 in the Rate column.

• The item will be flagged in blue, indicating it as a free product.

This method is used when you want to issue free promotional or sample stock but also wish to track the corresponding value.

The ERP records:

• The issued quantity

• Calculates the amount

• Adjusts the value in the Scheme Unit field

This allows the system to retain the value reference for accurate reporting and analysis.

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Reviewing the Sales Report

After saving the bill, let’s look at the Sales Report:

• In the first entry, the system records only the stock movement, without creating any financial entry for the free item.

• In the second entry, both the stock movement and the monetary value of the free item are captured.

This enables detailed analysis for purposes such as marketing cost evaluation, MRP validation, and sales comparisons.

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Result

By using these two methods, you can accurately handle free promotional or sample stock in Logic ERP — ensuring proper inventory tracking and financial reporting as per your requirements.