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.

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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

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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

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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

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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.

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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.

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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.

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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.

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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.