# Setup Schemes
**YouTube:** [How to setup schemes in an FMCG business?](https://www.youtube.com/watch?v=xalNetiSrTU)
## 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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