Help · Inventory & Distribution

How to set up a brand scheme

Volume slabs, free goods or gifts, a flat discount or buy-X-get-Y — applied on sales documents and tracked per customer.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

  1. Inventory & Distribution → Schemes → New scheme.
  2. Choose the kind (volume slab, free goods, flat discount, buy-X-get-Y), the brand, items and dates.
  3. Enter the slabs or the free item and quantity.
  4. Save and activate. New sales documents for those items pick up the scheme automatically.
  5. To stop schemes applying automatically, an admin turns off Auto apply in Settings → Inventory & Distribution.

Tips

  • Free goods are valued at the warehouse valuation rate, or failing that the item's valuation or buying price.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

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