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.
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