The steps to creating a scheme (supplier) in SwilERP

Scheme Creation for Supplier

How to Create Scheme (Supplier) in SwilERP


In SwilERP, there is an option to create a scheme for suppliers it is a fixed promotion that is created by a buyer for the vendor. When buyers will buy a product in fixed quantity and then they will get free quantity when they buy the same product.   
For example, if you buy 10 quantities of a product then you will get 2 free quantity for the same product.

These are the step-by-step instructions for creating a scheme for suppliers
  1. From the System section in Master Data: 

    1. Go to Product information> Scheme (Supplier).

Note: Shortcut key of this press Alt+F7.
Product informationSwilERP Dashboard Window
  1. In next window you'll see the list of schemes:
    1. If, you want to create a new scheme then click on the New option.
    2. To edit and view previously added schemes click on the Edit and Form View option. 
    3. There is also option of Print and Refresh.  
list of schemesScheme (Supplier) Window

  1. To create a new Scheme:

    1. Click on the New option.
    2. Select the Date Range From to To, if required. 
    3. Enter the Name if you want to give any name to this scheme. 
    4. Select a particular Vendor from a list. 
    5. Now, select the scheme applied on a product, Invoice value, product multiple, etc.   
    6. Select Promotion that you want to give as in Trade Discount, Free product, Quantity, Scheme discount ( Rs, unit or %), Lot discount (Rs, %). 
    7. In this process, we are applying a free quantity scheme.
    8. Update the quantity you will buy and then enter Free quantity that you will get when you buy the product. 
    9. After that select the Product in which you want to apply the scheme. 
    10. Now, Save the Page. 
Note: (Kindly update details in mandatory fields).
create a new SchemePromotion Window

  1. To Print and Preview the List:

    1. Go to the View option.
    2. Click on the Print and Preview option to print your list. 
View optionView Window

  1. To Export into Excel format and search the details: 

    1. Go to the Options tab. 
    2. Click on the option of Export to Excel to convert into excel format.
    3. Click on the Details search option to search for a scheme.   
Export into Excel format Options Window

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