Product Scheme

Step 1 : To get started, Few Configurations are required. Go to ‘Sales’ module –> under ‘Configuration’ menu –> Click on newly available option called ‘Product Scheme’ to open scheme master.

Step 2 : Enter the following data to create a scheme, Name of the scheme Valid Date Duration Set a lower limit, upper limit and define the bonus quantity for each limit range in ‘Product Slab Line’ Tab Find an example in the screenshot

Step 3 : Choose how the product scheme line should apply ‘All Customers’ or ‘Selected Customers’. If ‘Selected Customers’ is selected, Tag the Customer(s) and the Product(s). If ‘All Customers’ is selected , The Customer Field becomes Non-Editbale, Just Select the Product(s). Scheme will be auto enabled for respective Product(s) & Customer(s) that are mapped in the scheme.

Step 4 :  Go to Sales –> Orders –> Quotations –> Create a quotation.

Once you have selected a customer and product(s) which is mapped in a scheme, The ‘Bonus Quantity’ & ‘Discounted Amount’ will be Calculated with reference to the ‘Ordered Quantity’ for respective product(s) configured in scheme master. i.e: If Product ‘A’ is mapped in a scheme (Buy 10 get 1 free) to customer ‘B’ with Lower limit=10, Upper Limit= 19 & Bonus quantity =1. Therefore, When the ‘Ordered quantity’ for product ‘A’ falls between the the Limit Range ( 10-19) respective bonus quantity = 1 (configured in scheme master) will be applied automatically for the product ‘A’ in Sale order & Invoice line item. The Price for the Bonus quantity will be displayed in ‘Discounted Amount’ column while the total quantity reduced from stock will always include the bonus quantity.

Step 5 :  Product Scheme module is applicable for Sale Orders and Customers Invoices.