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.