Mark Item as a Sample in Sale Bill

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How to Mark an Item as a Sample in Sale Bill?

In this tutorial, we’ll show you two methods to mark an item as a sample while billing in Logic ERP.

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Method 1: Mark as Sample Using Zero Rate

This method is used when the company issues free promotional or sample stock and does not want to record any monetary value.

• Open the Sales Bill window in Logic ERP.

• Select the customer and item as you would for a regular transaction.

• In the Rate field of the item, enter 0.

• A dropdown list will appear with options such as:

  • Free Replacement

  • Sample

• To use this option, make sure the Allow Free Replacement setting is enabled in the Sale Voucher Configuration for the relevant billing series.

• Select Sample from the dropdown and proceed with the transaction.

In this method:

• The ERP records only the quantity movement of the item.

• No financial entry is created for the sample.

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Method 2: Mark as Sample Using F3 in Rate Column

This method is used when the company wants to track both the stock movement and the monetary value of the sample for reporting or analysis purposes.

• In the sales bill, transact the desired item as usual.

• In the Rate column, press F3.

• The item’s row will be flagged in red, indicating it is marked as a sample.

In this method:

• The ERP records the issued quantity.

• The system calculates the monetary value and adjusts it in the Scheme Unit field.

• This retains the value reference for accurate reporting and analysis.

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Review in Sales Report

After saving the bill, open the Sales Report to review the entries:

• First Entry (Method 1):

  • Shows only stock movement.

  • No financial entry is recorded for the sample.

• Second Entry (Method 2):

  • Shows both stock movement and monetary value.

  • Useful for marketing cost evaluation, MRP validation, and sales comparisons.

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Key Takeaways

• Method 1 (Zero Rate): Tracks only stock movement; ideal for free promotional distribution.

• Method 2 (F3 in Rate Column): Tracks both stock and monetary value; ideal for reporting and analysis needs.