Apply Godown Filter for Scheme Campaign in Sale Bill

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How to apply Godown filter for Scheme Campaign in Sale Bill?

In this tutorial, we will learn how to configure and apply a Godown-specific scheme in Logic ERP. This setup ensures that the scheme is applied only to items stored in selected Godowns, making it ideal for location-specific promotions or discounts.

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Access to Scheme Configuration

Steps

• Navigate to Configuration Menu and select Setup Scheme Campaign.

• Click Refresh to load existing schemes.

• Enable the Godowns column:

  • Open Setup Column Attributes.

  • Turn on the Godowns field.

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Create a New Scheme Campaign

Steps

• Enter the Scheme Campaign Name.

• Define the Active Time Period (From–To dates).

• In the Godowns column:

  • Press Spacebar.

  • Select the Godowns where the scheme should apply.

• Important: The scheme will apply only to stock lying in the selected Godowns.

• Click Save.

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Configure Group Options

• Navigate to the Group Options tab.

• Select the Scheme Campaign you just created.

• In the Scheme Group Type column:

  • Enter the Group Name.

  • Press Spacebar and select the relevant option.

• Click Save.

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Configure Scheme Groups

• Go to the Scheme Groups tab.

• You will see the group(s) created in the previous step.

• Select the Item Category to which the scheme applies.

• Save the changes.

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Define Slab Details

Steps

• Open Scheme Campaign Slab Details window.

• Select the Scheme Campaign.

• Enter:

  • Minimum Quantity Value: 1

  • Scheme Basis: Quantity

• Under Slab Details:

  • Slab Value: 1

  • CD (Cash Discount): 20%

• Click Save.

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Implement With Item From an Unselected Godown

• Open Sale Bill - Touch Screen.

• Start a new bill.

• Add an item whose lot belongs to a Godown NOT included in the scheme.

• Save the bill.

• Result: No scheme appears → confirms the scheme is NOT applicable.

Implement With Item From a Selected Godown

• Add the same item again.

• This time select a lot from a Godown included in the scheme setup.

• Save the bill.

• The Available Schemes window will appear.

• Select and apply the scheme.

• Result: A 20% discount is successfully applied to the bill.

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Conclusion

You have now configured a Godown-wise Scheme in Logic ERP and verified how it applies only to selected Godowns during billing. This method helps ensure accurate, location-specific promotions and improves stock-based scheme management.