How to Enable Employee Discount Scheme in Sale Bill?
This tutorial will guide you step-by-step through the process of configuring and applying Employee Discount Schemes in Logic ERP. This feature enables companies to define special pricing or discount limits for their employees, helping maintain consistent and automated billing behavior.
Enable the Employee Discount Scheme Feature
Navigate to Sale Voucher Configuration.
Select the appropriate Billing Series.
Enable the setting:
“Implement Employee Discount Scheme”
Next, go to the Calculation Mode tab.
In the Adjust Unit field, select a column where discount adjustment will reflect.
Tick the checkbox: “Use as Percent %”
Click Save to apply the configuration.
This enables employee-specific discounts to be applied during billing based on percentage values.
Set Up Employee Details for POS Discount Scheme
Go to Setup Employees for POS Discount Schemes module.
Use the Configuration Option to assign employees to different levels or Group IDs (e.g., G1).
Save the employee information once assigned correctly.
Assigning groups is essential to manage department-wise or designation-wise discount policies.
Create the Discount Scheme
Go to the Setup Discount Schemes for POS Employees module.
Create or review your scheme. In this example, we already have a scheme titled “New Offer”.
This scheme is linked to Group G1 and includes:
5% Discount
Max Discount Per Bill: ₹500
Monthly Limit: ₹1,000
Yearly Limit: ₹10,000
Save the scheme settings.
Apply the Scheme During Billing
Open the Billing Screen.
Select the Employee and transact the item(s) as usual.
On saving the bill, a pop-up will display the Available Discount Schemes.
Select the applicable Employee Discount Scheme and click OK.
The scheme is now applied, and the discount is reflected in the final bill.
Key Benefits of Employee Discount Schemes
Feature
Benefit
Targeted Discounts
Apply different schemes based on employee groups or departments.
Budget Control
Enforce monthly/yearly caps on discount usage.
Auto Validation
Avoid manual entry errors with automated discount prompts.
Audit Trail
Maintain trackable records of employee benefit usage.
Tips
Use Employee Groups for flexible scheme assignment.
Regularly audit the discount usage to stay within budget caps.
You can configure multiple discount schemes for different levels of staff (e.g., G1, G2, interns, etc.).
