# Mark Item as a Sample in Sale Bill

**YouTube:** [How to Mark an Item as a Sample in Sale Bill?](https://www.youtube.com/watch?v=PX3LU7Tr5EM)

## How to Mark an Item as a Sample in Sale Bill?

In this tutorial, we’ll show you **two methods** to mark an item as a **sample** while billing in Logic ERP.

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### Method 1: Mark as Sample Using Zero Rate

This method is used when the company issues **free promotional or sample stock** and does **not want to record any monetary value**.

* Open the **Sales Bill** window in Logic ERP.
* Select the customer and item as you would for a regular transaction.
* In the **Rate** field of the item, enter **0**.
* A dropdown list will appear with options such as:
  * **Free Replacement**
  * **Sample**

<figure><img src="/files/hmoYGN9bBEz1pyLodmGP" alt=""><figcaption></figcaption></figure>

* To use this option, make sure the **Allow Free Replacement** setting is enabled in the **Sale Voucher Configuration** for the relevant billing series.

<figure><img src="/files/OdF1gsfb5m2e841yvXxa" alt=""><figcaption></figcaption></figure>

* Select **Sample** from the dropdown and proceed with the transaction.

In this method:

* The ERP records **only the quantity movement** of the item.
* No financial entry is created for the sample.

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### Method 2: Mark as Sample Using F3 in Rate Column

This method is used when the company wants to track **both the stock movement and the monetary value** of the sample for reporting or analysis purposes.

* In the sales bill, transact the desired item as usual.
* In the **Rate** column, press **F3**.
* The item’s row will be **flagged in red**, indicating it is marked as a **sample**.

<figure><img src="/files/SJPT6P3AvD8GfKKQ8U8B" alt=""><figcaption></figcaption></figure>

In this method:

* The ERP records the **issued quantity**.
* The system **calculates the monetary value** and adjusts it in the **Scheme Unit field**.
* This retains the value reference for **accurate reporting and analysis**.

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### Review in Sales Report

After saving the bill, open the **Sales Report** to review the entries:

* **First Entry (Method 1)**:
  * Shows **only stock movement**.
  * No financial entry is recorded for the sample.
* **Second Entry (Method 2)**:
  * Shows **both stock movement and monetary value**.
  * Useful for **marketing cost evaluation, MRP validation, and sales comparisons**.

<figure><img src="/files/M7Y1Lx9cK44fSZpTzi4A" alt=""><figcaption></figcaption></figure>

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### Key Takeaways

* **Method 1 (Zero Rate)**: Tracks only stock movement; ideal for **free promotional distribution**.
* **Method 2 (F3 in Rate Column)**: Tracks both stock and monetary value; ideal for **reporting and analysis** needs.


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