Setup Schemes for Sale Order
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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.
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
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)
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
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 (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
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.
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.
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
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
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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