This tutorial explains how to set up and apply Upline Schemes (Scheme Campaigns) in Logic ERP. It demonstrates how to define scheme rules, configure slabs, and apply promotional offers automatically during billing — helping businesses boost sales and run effective promotional campaigns.
Objective of This Feature
Create promotional schemes and campaigns
Offer discounts or free items based on conditions
Automate scheme application during billing
Improve sales performance and customer engagement
Access Scheme Campaign Setup
Navigate to Main Menu → Setup Menu
Open Configuration Menu
Click on:
“Setup Scheme Campaigns”
Create a New Scheme Campaign
Enter:
Scheme Name
From Date & To Date
Click Save
Define Scheme Group
Group Allocation
Go to Group Allocation Tab
Select the Scheme Campaign
Enter Group Name
Select Scheme Type
Choose from available options:
Example: Company-wise Scheme
Click Save
Assign Scheme to Group
Open Scheme Group Section
Select the Company
Click Save
Configure Scheme Slabs
Access Slab Configuration
Go to Main Menu → Configuration Menu
Open Setup Scheme Campaign Slab Details
Select: Scheme Campaign
Enter: Minimum Quantity or Value
Set Scheme Basis
Choose: Quantity-based OR Value-based scheme
Define Scheme Campaing Detail
Slab Value
Scheme Type (e.g., Free Quantity)
Example:
Buy X → Get 1 Free Item
Click Save
Implement Scheme in Sales Bill
Create Sales Transaction
Open Sales Bill Window
Add items
System Prompt
On saving/printing:
Scheme selection window appears
Displays available discounts/schemes
Apply Scheme
Select the desired scheme
Result
Free item (usually lower value) is added
Highlighted in a different color
Final Billing Impact
Example:
Original Amount: ₹9,117
Scheme (Rs): ₹1,118
Final Amount: ₹8,218
Key Benefits
Automates promotional offers
Increases sales volume
Enhances customer satisfaction
Reduces manual effort in applying schemes
Best Practice Tips
Define clear slab conditions
Regularly update schemes based on promotions
Test schemes before applying in live billing
Final Outcome
Schemes are successfully created and applied
Discounts and offers are automatically executed
Billing becomes smarter and promotion-driven
Business achieves better sales and customer engagement
