# Implement Lot or Purchase Date wise Scheme in Sale Bill

**YouTube:** [How to set up Lot/Batch or Purchase Date–based scheme in Sale Bill?](https://youtu.be/EnoDHDEbhKA)

## How to Configure Lot or Purchase Date wise Scheme in Logic ERP?

This tutorial explains how to configure a **Lot or Purchase Date–Wise Scheme** in Logic ERP and apply it during sale billing.

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### **Access to Scheme Campaign**

* Navigate to **Configuration** and open **Setup Scheme Campaign**.
* Click **Refresh**, then enter the **Scheme Campaign Name**.
* Define the **Active Period** of the scheme.

<figure><img src="/files/hEnntHndX0eo7r7KYN52" alt=""><figcaption></figcaption></figure>

* Click **Save**.

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### **Set Group Options**

* Open the **Group Options** tab.
* Select the **Scheme Campaign** created.

<figure><img src="/files/GSF85XSnqqE777e1xEto" alt=""><figcaption></figcaption></figure>

* Enter the **Group Name** in the *Scheme Group Type* column.
* Press **Space** and choose the **Scheme Type**.

<figure><img src="/files/GchfW7clazQSnbmvKJOj" alt=""><figcaption></figcaption></figure>

* In the **Filter Type** column, select **Lot Purchase Date**.

<figure><img src="/files/ROLisUMrFGI6J1YsuVWp" alt=""><figcaption></figcaption></figure>

* Define the **Filter Start Date** and **Filter End Date**.

<figure><img src="/files/wIfWlkkJBrbMz2uIK6Qq" alt=""><figcaption></figcaption></figure>

* Click **Save**.

**Purpose:**\
Only items belonging to the selected brand and whose **lot purchase date** falls within the defined date range will qualify for the scheme.

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### **Select Applicable Company/Brand**

* Open the **Scheme Group** tab.
* Choose the **Company / Brand** to which the scheme will be applied.

<figure><img src="/files/32aAqOKFVHUFIFLVwQkM" alt=""><figcaption></figcaption></figure>

* Click **Save**.

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### **Configure Scheme Slab**

* Navigate to **Scheme Campaign Slab Details**.
* Select the relevant **Scheme Campaign**.

<figure><img src="/files/mQOONKkTJmIjsF1SkaSO" alt=""><figcaption></figcaption></figure>

* Enter **1** in the *Minimum Quantity* field.
* Set **Scheme Basis = Quantity**.

<figure><img src="/files/KKpGCYTI2RMTk9R7oyT0" alt=""><figcaption></figcaption></figure>

* In the *Slab Value* column, enter **1**.
* Define **CD Discount = 25%**.

<figure><img src="/files/kXfUPx1knmPIIXXbWJJx" alt=""><figcaption></figcaption></figure>

* Click **Save**.

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### **Implement Scheme in Sale Bill**

* Create a **New Sale Bill**.
* Add items that:
  * Belong to the **selected brand**, and
  * Have **lot purchase dates within the defined filter range**.

<figure><img src="/files/mk3I1CSo9YqZtuE5afoj" alt=""><figcaption></figcaption></figure>

* Add one more item with a **lot purchase date outside** the defined range.
* Save the voucher and **tick to enable the scheme**.

**Result:**

* Only eligible items (based on lot purchase date) will show the scheme applied.
* Items outside the date range remain **excluded**.

<figure><img src="/files/JAntf205lMKqD4IB0wtp" alt=""><figcaption></figcaption></figure>

***

### **Conclusion**

By following these steps, you can easily configure and apply a **Lot or Purchase Date–Wise Scheme** in Logic ERP. This setup ensures that discounts are applied accurately based on the purchase dates of individual lots, improving scheme control and maintaining billing accuracy.


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