Create a Discount Coupon–based Scheme in Sale Bill
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How to Create a Discount Coupon–based Scheme in Sale Bill?
This tutorial explains how to create, configure and apply a coupon-based discount scheme for new customers in Logic ERP. The steps below guide you through setting up the coupon template, configuring the scheme campaign, defining slab details, and applying the coupon during billing.
Set Up the Discount Coupon Template
Navigate to Setup\Setup Accounts\Setup Customer Database and then open "Setup Discount Coupon Templates".
Enter the Template Name and Coupon Prefix.
Define the Discount Type (percentage or fixed value).
Specify Expiry Days and Start Date.
Save the template.
Configure the Scheme Campaign
Open Configuration Menu → Setup Scheme Campaign.
Enter the Scheme Campaign Name.
Define the Active Period and save.
Configure Group Options
Select the scheme campaign.
Add a Group Name in the Scheme Group Type column.
Press Space to select the applicable scheme type.
Save the changes.
Assign Scheme Groups
Open the Scheme Group tab.
Select the Company or Brand on which the scheme will be applied.
Save the changes.
Define Slab Details
Open Scheme Campaign Slab Details from the menu.
Select the Scheme Campaign.
Enter 1 in the Minimum Quantity field.
Set Scheme Basis to Quantity.
Enter 1 in the Slab Value column.
In the Discount Coupon Template column:
Press Space and choose the desired template.
Enter 1 in the Coupon Count column.
Save the slab setup.
(This configuration ensures that when the bill is saved, the customer receives one discount coupon automatically.)
Implement Scheme in Sale Bill
Start a New Sale Bill transaction.
Save the bill.
When the Available Schemes prompt appears, enable the checkbox to apply the scheme.
The system automatically allocates the coupon to the customer.
The coupon details will appear on the printed bill.
Redeem the Coupon on Next Purchase
When the customer returns with the coupon details:
Open Discount Coupon in the bill entry window.
Enter the Coupon Number and click OK.
Save the bill.
The system automatically applies the 20% discount (or as defined in the template).
Conclusion
By following these steps, you can easily configure a coupon-based scheme in Logic ERP. The system ensures smooth coupon generation, automatic allocation, and seamless redemption in future transactions—helping enhance customer engagement and promote repeat sales.
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