Group Schemes

YouTube: How to Configure Selection Prompt for Group Schemes in Sale Bill ?

How to Configure Selection Prompt for Group Schemes in Sale Bill ?

In this tutorial, we’ll walk you through the Group Schemes feature in Logic ERP and how you can control how promotional offers or discounts are applied during billing.


Access Group Scheme Settings

  • Navigate to Sales Voucher Configuration.

  • Select the relevant billing series.

  • Locate the option labeled "Group Schemes".

  • Four Available Parameters in Group Schemes.

    • N/A

    • Prompt Before Issue

    • Do Not Prompt

    • Allow Choice of Schemes

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.

Let’s explore each option one by one:


Example in Action:

Before billing, let's review two predefined schemes:

  • Scheme 1: Get ₹25 Off on Deodorant – Applied when 1 deodorant is purchased.

  • Scheme 2: Buy 2 Deodorants Get 1 Sachet of Shampoo Free – Applied when 2 deodorants are purchased.

During billing, the software prompts you to apply the scheme.

Not Applicable

  • Purpose: No scheme will be applied during billing.

  • Use this when no promotional offers are to be processed.


Prompt Before Issue

  • Purpose: The system prompts you before applying a scheme.

  • Great for user-controlled billing where confirmation is essential.


Do Not Prompt

  • Purpose: Scheme is automatically applied during billing without user confirmation.

  • Ideal for fast-paced billing environments.

As shown, the scheme discount is applied automatically without user input.


Allow Choice of Schemes

  • Purpose: Lets users select from multiple available schemes.

  • Useful in scenarios where customers can choose between offers.

On clicking Save, a window appears: "Choose Schemes to Implement". Only the selected scheme is applied to the bill.


Summary

Parameter
Description

Not Applicable

Ignores all schemes

Prompt Before Issue

Asks for confirmation before applying

Do Not Prompt

Auto-applies applicable schemes

Allow Choice of Schemes

Enables manual selection from a list of available offers


By tailoring group scheme settings, you can streamline your promotional strategy and ensure accurate application of offers during billing.

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