Configure Flat % Discount scheme in Sale Bill
YouTube: How to Configure a flat percentage discount scheme in Sale Bill?
How to Configure a flat percentage discount scheme in Sale Bill?
In this tutorial, we will learn how to configure a Flat Discount Scheme in Percentage in Logic ERP. Follow the steps below to create a scheme campaign, define group settings, set slab details and Implement Scheme discount in the sale bill.
Creating a Scheme Campaign
Navigate to the Main Menu.
Open the Setup Module and expand Configuration.
Open the Setup Scheme Campaign window and click on Refresh
Enter a Scheme Campaign Name.
Define the Date Range during which the scheme will remain active.
Click Save.
Defining Group Options
Open the Group Options tab.
Select the Scheme Campaign you created.
Enter the Group Name.
Choose whether to Include Fresh Items.
In the Scheme Group Type column, press the Spacebar and select the type of scheme from the dropdown.
Save the changes.
Setting Up Scheme Groups
Navigate to the Scheme Groups section.
You will see the Scheme Group Name linked to your campaign.
Click Select Company.
Choose the Company/Brand to which you want the scheme to be applied.
Click on Save.
The selected brand will now appear in the grid, confirming that the scheme has been mapped successfully.
Configuring Slab Details
Navigate to Configuration and open Scheme Campaign Slab Details.
Select the Scheme Campaign.
Enter the Minimum Quantity or Value at which the scheme becomes applicable.
Choose the Scheme Basis:
Quantity
Value (Since we are setting a quantity-based scheme, select “Quantity”)
Define the Slab Quantity.
Example: For a 10% discount on the sale of 2 units, set the slab quantity to 2.
Enter the discount percentage in the appropriate column (e.g., CD, TD, or SPCD).
Example: Input 10% in the CD column.
Save the settings.
Applying the Scheme in Sale Bill
Open the Sale Bill – Touch Screen window.
Create or select a Customer.
Scan or enter an item belonging to the scheme’s brand.
Enter 1 unit and save the bill.
A popup will appear under Incomplete Schemes, showing that one more unit is needed to avail the 10% discount.
Close the popup.
Update the quantity to 2 units and save the bill again.
The scheme will now appear under Available Schemes.
Tick the checkbox to apply the scheme.
The 10% discount will now reflect in the bill.
Conclusion
By completing these steps, you have successfully configured a Flat Percentage Discount Scheme in Logic ERP. This setup ensures that eligible customers automatically receive the discount once the defined slab conditions are met. Proper configuration of schemes not only improves billing accuracy but also enhances customer satisfaction and helps streamline promotional activities.
Last updated