Scheme Campaign Implementation Modes

YouTube: How to Enable Phase wise Scheme Campaign Implementation in Sale Bill?

How to Enable Phase wise Scheme Campaign Implementation in Sale Bill?

In this tutorial, we’ll explore the Scheme Campaign Implementation Modes available in Logic ERP, which define how promotional schemes are applied during billing. These modes allow businesses to control whether multiple discounts apply together or selectively based on priority phases.

Accessing the Setting

• Open Logic Admin.

• Navigate to Global Settings.

• Under POS Options, go to POS Option 1 section.

• Locate the option labeled "Scheme Campaign Implementation Modes".

• This dropdown provides three available modes:

  • All Campaigns, All Items (Default)

  • One Campaign Per Item – Phase 1

  • One Campaign Per Item – Phase 1 and Phase 2

Mode 1: All Campaigns, All Items (Default)

• Functionality: Applies all available schemes for an item simultaneously if multiple are active.

• Example:

  • Open Sale Bill window and add an item linked to multiple schemes.

  • Before saving the bill, a pop-up displays all available schemes.

  • Select both schemes.

• The system will apply both discounts together.

Mode 2: One Campaign Per Item – Phase 1

• Purpose: Restricts the application to only one scheme per item, based on phase priority.

• How to Enable:

  • Select the mode from the dropdown.

  • Restart the software for changes to take effect.

• Phase Configuration:

  • Navigate to Setup\Configurations and select "Setup Scheme Campaign".

  • Under the column 'Scheme Campaign Phase', assign one of the following to each scheme:

    • Phase 1 (default)

    • Phase 2

    • Implement at Bill End

• How It Works:

  • Let's now select both schemes to understand how the option works.

• Only the most beneficial Phase 1 scheme is applied.

• Phase 2 schemes are ignored unless explicitly activated in a different mode.

Mode 3: One Campaign Per Item – Phase 1 and Phase 2

• Purpose: Allows the application of both Phase 1 and Phase 2 schemes, with Phase 2 applied at bill end.

• How to Enable:

  • Select the mode and restart the software.

• Key Behavior:

  • When billing begins:

    • Phase 1 scheme is applied if its conditions are met (e.g., ₹200 off on shopping worth ₹2000).

    • If another item qualifies for a Phase 2 scheme, the system recognizes it.

  • The software gives preference to Phase 1 unless Phase 2 is marked as "Implement at Bill End".

• To Apply Both Schemes:

  • Go to Scheme Setup.

  • Mark the Phase Two scheme as "Implement at Bill End".

• Result:

  • During billing, after selecting both schemes:

    • The software will apply Phase 1 immediately.

    • Then apply Phase 1 at the end of the bill — ensuring both discounts are reflected.

Summary

Important Notes

• Always restart the software after changing the mode.

• Use phase assignments strategically to control scheme priority and optimize discount application.

• Mark Phase Two schemes as "Implement at Bill End" if you want them to combine with Phase One schemes.