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?

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.

---

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.

• Click Save.

---

Set Group Options

• Open the Group Options tab.

• Select the Scheme Campaign created.

• Enter the Group Name in the Scheme Group Type column.

• Press Space and choose the Scheme Type.

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

• Define the Filter Start Date and Filter End Date.

• 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.

---

Select Applicable Company/Brand

• Open the Scheme Group tab.

• Choose the Company / Brand to which the scheme will be applied.

• Click Save.

---

Configure Scheme Slab

• Navigate to Scheme Campaign Slab Details.

• Select the relevant Scheme Campaign.

• Enter 1 in the Minimum Quantity field.

• Set Scheme Basis = Quantity.

• In the Slab Value column, enter 1.

• Define CD Discount = 25%.

• Click Save.

---

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.

• 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.

---

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.