Implement Schemes on Marked or Selected items in Sale Bill

YouTube: How to apply Schemes on Marked or Selected items in Sale Bill?

How to Apply Schemes on Marked or Selected items in Sale Bill?

In this tutorial, we will learn how to configure a Marked Item Scheme, where the scheme is applied only to items manually marked during billing.

---

Scheme Campaign Setup and Configuration Guide

• Navigate to the Configuration menu and open Setup Scheme Campaign.

• Click Refresh.

• Enter the Scheme Campaign Name and define the Active Period.

• In the Implement Only on Marked Items in Billing column, press the Space key and set the option to Yes.

  • This ensures that the scheme applies only to items that are marked in the sale bill, even if other items meet the criteria or belong to the same brand/group.

• Save the scheme.

---

Configure Group Options

• Go to the Group Options tab.

• Select the Scheme Campaign.

• Enter the Group Name.

• In the Scheme Group Type column, press Space and choose the appropriate option (e.g., Brand/Company/Item Group).

• Save the settings.

---

Configure Scheme Group

• Open the Scheme Group tab.

• Select the Company or Brand on which the scheme should be applied.

• Save the changes.

---

Define Slab Details

• Open the Scheme Campaign Slab Details window.

• Select the Scheme Campaign.

• Enter 1 in the Minimum Quantity field.

• Set the Scheme Basis to Quantity.

• In the Slab Value field, enter 1.

• In the CD% (Cash Discount) column, enter 50%.

• Save the slab details.

---

Implement the Scheme in Sale Bill

• Open the Sale Bill Touch Screen window and start a new transaction.

• Add the required items.

  • In this example, three items are added, out of which two belong to the scheme brand.

• To mark the item eligible for the scheme, press Shift + F4 on the selected item.

• Save the bill.

• A prompt will appear asking to apply the scheme campaign.

  • Select the scheme to apply it.

  • You’ll notice that only the marked item is highlighted, and the discount is applied only to that specific item, as per the scheme configuration.