Configure Flat Item- Wise Discount / Scheme in Scheme Campaigns

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How to Configure Flat Item- Wise Discount / Scheme in Scheme Campaigns?

In this tutorial, we will learn about the newly added “Scheme Campaign Type” option in Logic ERP and understand how to configure and use a Flat Scheme Campaign with Excel-based item import.


Enable Scheme Campaign Type Column

  • Navigate to the Configuration menu from the menu bar

  • Open Setup Scheme Campaign

  • Go to Column Attributes

  • Locate the newly added Scheme Campaign Type column

  • Enable this column

  • Click Save

This option provides two campaign types:

  • Slab Wise

  • Flat Scheme


Create a New Scheme Campaign

  • In the Setup Scheme Campaign window:

    • Enter the Campaign Name

    • Define the From Date and To Date

  • In Scheme Campaign Type, select Flat Scheme

  • Click Save


Define Scheme Group

  • Navigate to the Group tab

  • Select the newly created Campaign

  • Enter the Group Name

  • Select:

    • Scheme Campaign

    • Group Name

    • Scheme Group Type

  • Click Save


Import Flat Scheme Items via Excel

In the case of a Flat Scheme Type, the data needs to be imported through Excel. This allows you to import multiple items at once, each with different discount percentages, in a single process.

  • Open the Scheme Group section

  • Click on Import from Excel

  • Use the Help option to:

    • View required columns

    • Understand the Excel format

Note: Columns marked with an asterisk (*) are mandatory.


Upload Excel File

  • Browse and select the Excel file from your system

  • Choose the correct:

    • Sheet Name

    • Header Row

  • Click OK

  • Click Save

  • Press Yes to confirm the import

The Excel data is successfully imported into the scheme group.


Apply Scheme in Sales Bill

  • Open the Sales Bill window

  • Initiate a new transaction

  • Scan or select an item

  • While saving the bill:

    • The Scheme Selection window appears

    • Select the appropriate Flat Scheme

The discount is automatically applied to the bill.


Item-Specific Discount Validation

  • Add another item to the same bill

  • Save the bill again

Even if the same scheme appears:

  • A different discount is applied if it is defined differently for that item in the Excel sheet

This confirms that item-wise discount logic is working correctly under the Flat Scheme.


Conclusion

The newly added Scheme Campaign Type option in Logic ERP allows you to:

  • Choose between Slab Wise and Flat Scheme campaigns

  • Import bulk items with different discount rates via Excel

  • Apply schemes dynamically during billing

  • Maintain flexibility and accuracy in promotional campaigns

This enhancement makes scheme management more powerful and scalable.

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