Lot Order for Free Scheme

YouTube: How to Set Lot Selection Order for Free Scheme Implementation in Sale Bill?

How to Set Lot Selection Order for Free Scheme Implementation in Sale Bill?

In this tutorial, we will walk through the Lot Order for Free Scheme feature in Logic ERP. This feature helps define how inventory lots are selected when applying free item promotions. By configuring lot order, you can control the sequence in which lots are picked during billing.

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Step-By-Step Guide:

• Open the Sales Voucher Configuration.

• Select the relevant Billing Series.

• Click on "Other Settings- 2".

• Locate the option labeled: “Lot Order for Free Sch.”

• This section contains multiple parameters that determine lot selection logic.

  • Lot Code

  • Pur Date (Asc)

  • Pur Date (Desc)

  • Lot Number

  • User Order

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.

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Lot Order: Parameters and Their Functionality

• Free items are issued based on alphabetical or numerical sequencing of the Lot Code.

• Scenario:

  • A scheme titled “Shampoo Offer” is configured.

  • On purchase of 1 shampoo bottle, a free sachet is issued.

  • During billing, the system prompts to choose a scheme.

  • Once selected, the free item is added automatically.

  • Press Spacebar on the lot number field to view the lot selected.

  • System selects the lot with the lowest Lot Code in sequence.

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Purchase Date (Ascending) – FIFO (First In, First Out)

• Free items are issued starting with the oldest purchase date.

• Use Case:

  • Lots are prioritized in chronological order.

  • System selects the earliest purchased lot automatically during billing.

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Purchase Date (Descending) – LIFO (Last In, First Out)

• Free items are issued starting with the most recent purchase date.

• Use Case:

  • System prioritizes lots from latest to earliest.

  • Automatically selects the newest purchased lot for the free item.

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Lot Number: Parameters and Their Functionality

• Lots are selected based on the Lot Number in numeric sequence.

• Use Case:

  • During billing, system picks the lot with the lowest lot number, regardless of date or code.

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User Order: Parameters and Their Functionality

• Enables a customized, user-defined lot order.

• To Set User Order:

  • Press F9 on the lot selection window.

  • In the Display Order dropdown, select “User Order”.

  • Use arrow keys to rearrange the lot priority as desired.

  • Save changes.

• Use Case:

  • During billing, the system selects lots based on the priority set by the user.

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Conclusion

By configuring the Lot Order for Free Scheme setting, you can tailor inventory lot selection based on different business requirements—whether it's FIFO, LIFO, numerical order, or manual preference. This feature is especially useful for managing promotional offers efficiently and maintaining inventory flow.