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Schemes Management Module centralizes all scheme creation, management, and automation

Scheme Management Module

Business Challenge

Large-scale consumable product businesses rely heavily on trade schemes and discounts to drive

market growth. Managing slab discounts, freight subsidies, cash discounts, primary schemes,

booster offers, and bundle promotions across regions, customers, and product combinations

becomes complex and error-prone—especially when schemes are handled outside ERP.

Our Solution

The Scheme Management Module is a powerful customization for to use as build-in functionality. It centralizes all scheme creation, management, and automation directly

within ERP, ensuring accuracy, performance, and governance.

Supported Scheme Types

• Slab Discount (Percentage-based tiered discounts)

• Freight Discount (Region/State-based subsidy per liter)

• Cash Discount (Advance payment-based percentage discount)

• Primary / Trade Scheme (Discount or FOC-based promotional schemes)

• Booster Scheme (Minimum quantity-based incentive schemes)

• Bundle Booster Scheme (Multi-SKU bundled promotions)

Intelligent Automation

• Automatic Sales Order and Sales Line creation from OMS integration

• Auto application of correct schemes at sales order line level

• High-performance handling of complex combinations (Product, Brand, Segment, Region,

Customer Group, Date ranges)

• Import/Export capability using Data Management Framework (DMF)

• Pro-forma confirmation with automated PDF email via SMTP configuration

• All Scheme View dashboard (Active, Expired, Upcoming schemes)

Business Benefits

• Faster scheme launches driven by marketing agility

• Minimized manual errors and discount miscalculations

• Centralized ERP governance for finance control

• Improved distributor engagement and satisfaction

• Faster inventory clearance through dynamic promotions

• Scalable architecture suitable for high-volume enterprises

Schemes Management Module

de Sunbridge Software Services Pvt Ltd

Schemes Management Module centralizes all scheme creation, management, and automation

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