Implement Lot-wise schemes in Sale Bill

YouTube: How to Configure Lot-wise schemes in Sale Bill?

How to Configure Lot-wise schemes in Sale Bill?

In this Tutorial, we will learn how to configure a Lot-Wise Scheme in Logic ERP. A lot-wise scheme means the offer will apply only to items coming from a specific lot or batch.

---

Access to Scheme Campaign

• Navigate to the Configuration menu and open the Setup Schemes window.

• Click New to create a scheme.

• Enter the Scheme Reference and Description, then save the scheme.

---

Link Items to the Scheme

• Click New Item Search.

• Select the item on which the scheme will apply.

• Click Save to link it to the scheme.

---

Define Scheme Dates and Applicable Lot

• Open the Scheme Dates window.

• Here, you will find the option to choose the Lot/Batch on which the scheme will be valid.

• Double-click the required lot to mark it.

  • The selected lot will now be displayed, indicating that the scheme will apply only to stock available in that specific lot.

• Set the Scheme Date Range for the scheme's active period.

• Keep the Scheme Basis as Quantity.

• Enter 1 in the Minimum Quantity field so the scheme applies from the first unit itself.

• Save the settings.

---

Configure Scheme Details

• Go to the Scheme Details tab.

• Enter the Slab Quantity as 1.

• In the Free Item column, press Spacebar to select the item that will be given as free.

• Enter the Free Quantity.

• Select the Lot/Batch from which the free item stock should be issued.

• Save the scheme details.

---

Implement the Scheme in Sale Billing

• Open the Sale Bill and start a new transaction.

• Enter the main item on which the scheme is applicable.

• First, select a different lot—not the one specified in the scheme.

  • When you save the bill, no scheme will be displayed, because the lot does not match.

• Now select the correct lot (the same one chosen during scheme setup).

• Save the bill again.

• A prompt will appear showing the available scheme.

  • Tick to apply it.

• You will clearly see that the free item is automatically added to the voucher as per the scheme configuration.