# Setup Schemes for Sale Order
**YouTube:** [How to Configure and Apply Schemes for Sales Orders?](https://www.youtube.com/watch?v=SYGEy6Jh6M4)
## How to Configure and Apply Schemes for Sales Orders?
In this tutorial, you will learn how to **create and apply schemes for sales orders in Logic ERP**, including **Buy One Get One Free (BOGO) offers** and other promotional schemes.
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### Navigate to Scheme Setup
To begin configuring schemes:
* Go to the **Setup Module**.
* Expand the **Configuration Section**.
* Click on **Setup Schemes for Sale Order**.
This module allows you to **create and manage schemes specifically for sales orders**.
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### Create a New Scheme
Now, create a scheme under the **Defined Scheme Group Tab**.
* Click on **New**.
* Enter the following details:
* **Scheme Name**
* **Reference**
* **Scheme Description**
**Add Items to the Scheme**
Define the products involved in the scheme.
* Click on **New Item**.
* Select:
* **Main Item** → Product the customer will purchase
* **Scheme Item** → Product the customer will receive (free or discounted)
* Click **Save** to add items to the scheme.
**Example:**
* Buy: Product A
* Get: Product B (Free)
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### Define Scheme Validity and Conditions
Move to the **Defined Schemes Date Tab**.
**On this screen:**
* **Left Panel** → Displays selected scheme
* **Right Panel** → Shows items linked to the scheme
**Configure the following:**
* **Effective Date** → Start date of the scheme
* **Scheme Basis**:
* Select **Quantity** (for BOGO schemes)
* **Minimum Quantity** → Quantity required to apply the scheme
* Enter the **Scheme Name** again
* Click **Save**
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### Configure Scheme Details
Now move to the **Scheme Details Tab**.
**View Basic Details**
The upper section displays:
* Scheme Name
* Validity Period
* Scheme Basis
* Minimum Quantity / Value
**Define Slab & Free Item Details**
* Enter **Slab Quantity**\
\&#xNAN;*(Minimum quantity required to trigger the scheme)*
* Select:
* **Free Item Code / Name**
* Enter **Free Quantity**
* Enable: **Mark Item as Free**
* Click **Save**
* **Example:**
* Buy 1 item → Get 1 item free
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### Enable Group Scheme Prompt
* Before creating a Sale Order, go to the Sale Order configuration settings.
* Enable (tick) the option **“Group Scheme - Prompt Before Use.”**
* This ensures that the scheme selection prompt appears before using it in the Sale Order.
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### Apply the Scheme in a Sales Order
Now let’s see how the scheme works in real-time.
* Go to the **Sales Order Module**.
* Add the **Main Item** (on which scheme is applied).
* Enter required details.
* Click **Save**.
**Implement the Scheme**
After saving the order:
* The **“Schemes to Implement” window** will appear.
* It will display all **applicable schemes**.
**To apply the scheme:**
* Select the desired scheme.
* Click **OK**.
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### Verify Free Item Application
After applying the scheme:
* The **free item is automatically added** to the sales order.
* The free item is:
* **Highlighted in blue**
* Marked as **free in the bill**
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### Check Scheme Impact on Bill Value
To view how the scheme affects billing:
* Click on **Other Details**.
**You will see:**
* **Scheme Amount reflected in the bill**
* Adjusted **final payable amount**
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### Key Benefits of Sales Order Schemes
* Automates promotional offers (BOGO, discounts)
* Enhances customer satisfaction
* Reduces manual effort in billing
* Ensures accurate scheme application
* Improves sales tracking and reporting
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### Final Outcome
Your **Sales Order Scheme is now successfully configured and working**, with:
* Automatic scheme detection
* Free item addition
* Accurate billing adjustments
