# 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.

***

### Navigate to Scheme Setup

To begin configuring schemes:

* Go to the **Setup Module**.
* Expand the **Configuration Section**.
* Click on **Setup Schemes for Sale Order**.

<figure><img src="/files/l0lICKSNcPQDVnQfsyGd" alt=""><figcaption></figcaption></figure>

This module allows you to **create and manage schemes specifically for sales orders**.

***

### 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**

<figure><img src="/files/LSILxNLbEnU4WQJFDIxG" alt=""><figcaption></figcaption></figure>

**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)

<figure><img src="/files/QlEKhhDtmKTYB2dweYdV" alt=""><figcaption></figcaption></figure>

* Click **Save** to add items to the scheme.

**Example:**

* Buy: Product A
* Get: Product B (Free)

***

### 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

<figure><img src="/files/d65XTzNB7bYT0TUXiNpb" alt=""><figcaption></figcaption></figure>

**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

<figure><img src="/files/Lghi8A1FVH61wEoGnHoi" alt=""><figcaption></figcaption></figure>

* Click **Save**

***

### 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

<figure><img src="/files/2e2lSPlk4XNSnFWefex1" alt=""><figcaption></figcaption></figure>

**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**

<figure><img src="/files/4ReDdjorbXcG4wdqep3j" alt=""><figcaption></figcaption></figure>

* Click **Save**
* **Example:**
  * Buy 1 item → Get 1 item free

***

### 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.”**

<figure><img src="/files/9emZr7GiZnccMtJOurLo" alt=""><figcaption></figcaption></figure>

* This ensures that the scheme selection prompt appears before using it in the Sale Order.

***

### 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.

<figure><img src="/files/UDDFh6YYcQTdumRgTEc8" alt=""><figcaption></figcaption></figure>

* Click **Save**.

**Implement the Scheme**

After saving the order:

* The **“Schemes to Implement” window** will appear.
* It will display all **applicable schemes**.

<figure><img src="/files/z1sfgeDNCDITMVVUN3A6" alt=""><figcaption></figcaption></figure>

**To apply the scheme:**

* Select the desired scheme.
* Click **OK**.

***

### 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**

<figure><img src="/files/ABNE3dL7zqwfJfYljGmN" alt=""><figcaption></figcaption></figure>

***

### Check Scheme Impact on Bill Value

To view how the scheme affects billing:

* Click on **Other Details**.

<figure><img src="/files/BPhqWxiDf601fSUEG80r" alt=""><figcaption></figcaption></figure>

**You will see:**

* **Scheme Amount reflected in the bill**
* Adjusted **final payable amount**

***

### 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

***

### Final Outcome

Your **Sales Order Scheme is now successfully configured and working**, with:

* Automatic scheme detection
* Free item addition
* Accurate billing adjustments


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