Setup Schemes

YouTube: How to setup schemes in an FMCG business?

How to setup schemes in an FMCG business?

This tutorial will guide you through the process of creating and implementing automatic schemes in an FMCG billing system. These schemes can include cash discounts, trade discounts, special discounts, and free item offers based on defined conditions.

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Access the Scheme Setup Menu

Follow these steps to start creating a scheme:

• Open the Main Menu.

• Navigate to Setup Configurations.

• Select Setup Schemes.

• Click New to create a new scheme.

• Enter a name for the scheme.

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Select Items for the Scheme

Now define the items on which the scheme will apply.

• Click New Items.

• Select the product(s) eligible for the scheme.

• Example:

  • Select Honey – 1 Kilogram.

• Click Save.

Optional: Link Account Groups

You can restrict schemes to specific customer groups.

• Select the Account Group.

• Example: Sector 1.

Result: Only customers belonging to Sector One will receive this scheme.

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Configure Scheme Conditions

Move to the Second Tab to define scheme rules.

Enter the following details:

• Scheme Time Period – Duration for which the scheme will remain active.

• Minimum Quantity or Value – Minimum purchase required.

• Conversion Factors – If required for calculations.

• Enter the Scheme Name again.

• Click Save.

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Define Discount Details

• Move to the Third Tab to configure the discount.

Specify the following:

• Minimum Quantity or Value required for the discount.

• Select the type of discount:

  • Cash Discount (CD)

  • Trade Discount

  • Special Discount

Example

• Minimum Quantity: 2 units

• Discount: 5% Cash Discount

Result: If a customer purchases 2 units of 1 kg Honey, they will receive 5% cash discount.

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Implement the Scheme in a Sale Bill

Let’s see how the scheme works in practice.

• Select the Account Group linked with the scheme.

• Choose a Customer from that group.

• Add the item Honey – 1 Kg.

• Enter other required details:

  • Lot Number

  • Quantity

  • Sale Rate

Press F6 to implement schemes.

Scenario 1: Quantity = 1

• No scheme will appear because the minimum quantity condition is not met.

Scenario 2: Quantity = 2

• Press F6 again.

• The scheme will appear for selection.

• Apply the scheme.

Result: A 5% Cash Discount is applied successfully.

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Understanding the Item Selection Rule

• During scheme setup, you may notice this note:

Note: Ticked items are items whose sale will be considered for implementing group wise schemes. Schemes will be implemented on all items.

What This Means

• Only ticked items count toward meeting the scheme condition.

• Once the condition is met, the discount can apply to all items in the bill.

Example

• Scheme requires 2 units of Honey (ticked item).

Case 1: Only Unticked Item Added

• Scheme will not appear.

Case 2: Ticked Item Added

• Minimum quantity condition is met.

• Scheme applies to all items in the bill.

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Setting a Scheme Budget

• You can also limit the Total Discount Amount allowed for a scheme.

Steps

• Go to Tab 2 (Define Scheme Date).

• Enter the Scheme Budget Amount.

• Choose the budget behavior.

Example

• Budget: ₹30

• Budget Type: Stop

Meaning: The scheme will stop automatically once the ₹30 budget is exhausted.

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Budget Example in Action

• Create a new Sale Bill.

• Add the items on which the scheme was created earlier.

• Save the Sale Bill.

First Sale Bill

• Cash Discount Applied: ₹24.13

• Remaining Budget: ₹5.87

Second Sale Bill

• System displays a warning:

Pending budget will become negative.

Scheme cannot be implemented because it would exceed the budget.

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Creating a Free Item Scheme

You can also design Buy-and-Get-Free schemes.

Step 1: Create a New Scheme

• Click New.

• Enter the Scheme Name.

Step 2: Select Items

• Click New Items.

• Select the product.

Example:

• Sunflower Oil – 2 Liters

Click Save.

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Configure Scheme Conditions

• Move to Tab 2 (Define Scheme Dates)

Enter:

• Scheme Active Time Period

• Minimum Quantity or Value

• Conversion Factors

• Scheme name

• Click Save.

Define the Free Item

• Go to Tab 3 (Scheme Details)

• Instead of entering a discount, configure the free item.

Example:

• Buy: 1 unit of Sunflower Oil – 2 Liters

• Get: 1 unit of Sunflower Oil – 500 ml (Free)

Save the details.

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Implement the Free Item Scheme

• Create a Sale Bill.

  • Add Sunflower Oil – 2 Liters.

• Enter:

  • Lot Number

  • Quantity

  • Sale Rate

• Save the bill.

• A Scheme Prompt will appear.

• Select the scheme and click OK.

Result: Sunflower Oil – 500 ml is automatically added as a free item.

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Key Benefits of Automatic Schemes

• Automates promotional offers

• Reduces manual discount errors

• Improves sales promotion management

• Helps control marketing budgets

• Supports both discount and free item promotions

Your scheme setup is now complete and ready to boost sales!

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