Seedha jawab: Wholesale scheme discount management matlab company se jo scheme aaye โ 11+1 free, bill pe 3% extra discount, ya target-based rebate โ purchase me capture karo, stock me free qty add karo, sale pe party ko pass karo (ya margin rakho), aur report me asli profit dikhe. Bina system ke scheme = hidden loss ya stock mismatch.
Har FMCG distributor jaanta hai: company bolti hai "10 case lo 1 free" lekin invoice pe sirf 10 case charge, 11 deliver. Agar aap purchase entry me 10 hi daaloge, stock me 11 nahi aayega โ next sale pe "system me stock nahi" ya godown me extra box bina record. Dono taraf nuksan.
Scheme types Indian FMCG distribution me
- Quantity scheme: 10+1, 11+1, 24+2 โ buy X get Y free same SKU
- Bill value scheme: โน50,000 bill pe 2% extra discount
- Combo scheme: Product A + B together pe benefit
- Target scheme: Quarter target complete โ back-end rebate
- Launch scheme: Naye SKU pe extra margin first 3 months
Har type ka accounting alag โ software me flexible entry chahiye.
Purchase entry โ scheme capture workflow
| Field | Example | Why it matters |
|---|---|---|
| Paid qty | 100 case | Invoice value, ITC base |
| Free qty | 10 case | Stock add, zero purchase cost |
| Scheme ref | Company circular #MAR26 | Audit, dispute with company |
| Effective dates | 1-Mar to 31-Mar | Don't apply expired scheme |
| Landed cost | Total paid รท total qty | True margin calculation |
UdyogBill purchase me paid + free line โ stock 110 case add, cost spread correctly for margin report.
Stock impact โ free qty kahan dikhe
Godown me physical 110 case hai โ system me bhi 110. Sale pe 50 case gaya โ 60 bacha. Free qty alag bin optional โ kuch distributors track "scheme stock" separately for analysis. Minimum: total qty correct.
Inventory management me scheme stock bina record ke physical count hamesha zyada dikhega โ shrinkage blame galat jagah.
Pass scheme to party vs keep margin
Distributor decision:
- Full pass: Party ko bhi 10+1 โ relationship, volume
- Partial pass: Party ko 10+0.5 effective โ thoda margin retain
- No pass: Party ko paid qty rate, aap free qty se margin boost โ competitive market me risky
Software me party group scheme policy set โ auto apply on sale bill. Invoice pe "Scheme: 1 case free" line clear โ no argument.
Margin report with scheme
Owner ko chahiye:
- Sale value
- Cost (including scheme-adjusted landed cost)
- Gross margin %
- Scheme benefit received (purchase)
- Scheme benefit given (sale)
- Net scheme margin retained
Bina scheme tracking: margin dikhega 4% lekin asli 6% โ ya ulta, loss dikhe jahan profit tha.
Company claim โ target rebate documentation
Quarter end company se rebate claim โ proof chahiye: kitna purchase, kitna scheme entitled. Purchase register with scheme ref export โ claim file. Manual me "lagbhag itna hoga" โ company reject, aap loss.
Sale scheme โ distributor apni scheme de
Kabhi distributor khud scheme deta hai: "Is mahine 500 case lo โ extra 1% discount." Sale bill pe scheme discount line โ margin report me promotional cost track. Month end: kitna scheme diya, kis party ko โ ROI analysis.
Common scheme mistakes
- Free qty stock me add nahi โ perpetual mismatch
- Scheme apply on expired date โ company dispute
- Double scheme โ purchase + sale dono jagah galat
- GST on free qty confusion โ free supply rules samjho
- Party ko scheme promise, bill me nahi โ trust loss
GST note on free supplies
Scheme free qty ke GST treatment case-by-case โ schedule I, valuation rules. Billing software taxable value sahi capture kare; CA confirm for complex cases. GST billing guide basic compliance ke liye.
Integration with bulk billing
120 line bill me 15 SKUs scheme pe โ auto calc vs manual nightmare. Product master me active scheme tag โ bill pe auto free line add jab qty threshold cross.
Scheme calendar โ company circular track
Wall calendar ya software reminder: March Britannia scheme, April HUL promo. Miss scheme window = competitor stockist party ko better deal. Purchase team ko circular scan โ software me scheme effective dates enter same day.
Multi-level scheme stacking
Kabhi company scheme + distributor apna scheme โ stack carefully. Example: company 11+1, aap party ko 10+1 pass โ 1 case margin retain. Document both layers โ month end net scheme P&L. Confusion jab party "company ne 11+1 bola" โ aapke invoice pe 10+1 โ circular vs your policy clear ho.
Scheme stock aging
Free qty bhi expire hoti hai FMCG me โ FEFO apply scheme stock pe bhi. Report: scheme stock kitne din se pada โ paid stock pehle becho, free strategically party ko push jahan volume chahiye.
Dispute resolution with company
Company claim reject "proof nahi" โ purchase register with scheme ref, delivery challan, circular PDF attachment. Software export month purchase by scheme code โ email company ASM. Distributor-company relationship me data win arguments.
Scheme communication to sales team
Monday meeting 10 minute: is hafte kaunsi scheme active, kaunse SKU push. WhatsApp group โ scheme summary link. Field salesman party ko galat promise na kare โ printed scheme sheet van me.
Accounting vs operational scheme view
Accountant landed cost se margin dekhe; salesman party ko "yeh scheme chal rahi" bolega. Dono views same data se โ purchase scheme capture + sale scheme line. Silo me accountant alag Excel me scheme โ reconciliation nightmare.
Retailer scheme pass-through communication
Party ko WhatsApp: "Is hafte Britannia 11+1 โ order 110 case get 10 free." Invoice match message โ trust. Galat scheme apply party screenshot forward competitor โ embarrassment avoid.
Scheme fraud internal control
Free qty van load salesman personal sell โ horror story. Van return reconcile mandatory โ loaded vs sold vs returned = free qty account. Random audit โ scheme stock physical count vs system.
Tax treatment awareness not tax advice
Free qty valuation GST complex โ CA annual training purchase team ko. Software taxable value fields CA configure โ staff blindly override na kare.
Real distributor scenario โ scheme month planning
Socho aap Surat me snacks aur biscuits distribute karte ho. March me company ne 11+1 scheme diya 5 fast movers pe. Purchase team ne 500 case order diya โ 50 case free aana chahiye. Purchase entry me 500 paid + 50 free daala, stock 550. Ab decision: pura 11+1 party ko pass karo (volume relationship), ya 10+1 pass karke 1 case per 10 orders margin rakho. Owner ne policy likhi: key accounts full pass, chhote parties 10+0.5 effective through rate. Software me party group scheme rule โ bill pe auto. Month end report: scheme benefit received โนX, given โนY, retained โนZ. Pehle yeh andaaze me hota tha โ ab number.
April me scheme khatam โ purchase normal rate. Sale side pe kuch parties ab bhi 11+1 expect karein โ communication important. Invoice pe scheme line nahi โ party call. Owner explain: company scheme over, standard rate. CRM note: "Party ABC expects scheme โ follow next company circular."
Integration with godown and dispatch
Scheme free qty kabhi alag pallet pe rakho โ dispatch mix-up na ho. Pick-list me "includes scheme qty" footnote. Driver party ko deliver karte waqt total case count confirm โ dispute kam. Godown inventory me free qty included total โ physical count match.
Practical takeaway for Indian distributors
Chahe aap FMCG stockist ho, hardware wholesaler, ya building material distributor โ process discipline software se amplify hoti hai. Pehle week messy normal hai โ staff resist karega. Doosre hafte speed badhegi. Ek mahine baad purana register dekh kar hasi aayegi jab outstanding live dikhe aur bill 20 minute me ban jaye. Owner commitment: data entry same day, rate master update jab company circular aaye, credit policy enforce bina exception culture. Software tool hai โ aapki discipline engine hai. UdyogBill Indian wholesale ke liye party rates, bulk billing, credit limit, godown, purchase-sale, GST/IGST, schemes, reports, aur e-invoice jahan applicable โ ek platform. Bina fake promises ke try karo apne real data pe.
FAQ โ Scheme management
Har company alag scheme format โ handle?
Manual scheme entry flexible โ circular ref save. Common schemes product level template.
Scheme stock alag godown?
Optional virtual godown "Scheme Stock" โ transfer to main when ready to sell.
Party ne scheme miss claim โ proof?
Invoice line + purchase scheme link โ history dikhao.
Pharma scheme different?
Batch-wise scheme common โ pharma billing me batch + scheme.
Wholesale overview?
Wholesale billing features me scheme module included.
Credit note on scheme dispute?
Original bill link โ partial credit for scheme correction.
UdyogBill trial โ ek company scheme purchase entry test karo, sale pe pass karo, margin report dekho. Pricing.
Related guides:
Also read: godown inventory wholesale
Also read: wholesale purchase order management
Also read: salesman beat route wholesale software
Also read: fmcg distributor margin calculation

