Scheme

A scheme is a discount offer for a particular customer and product for a specific time period.

Add Scheme

In CRM, Select Field Sales and click on Setting

In the setting, select the Scheme and click on +Scheme to add a new scheme for site visit

Add all the details and save

A new Scheme will be added at the top

View Scheme

You can choose to view the scheme that you have added

In the Scheme, click on the Actions (3 vertical dots) and select the View button

You can view all the details of the added scheme

Edit Scheme

In the Scheme, click on the Actions (3 vertical dots) and select the Edit button

Edit the scheme details and Save

Delete Scheme

In the Scheme, click on the Actions (3 vertical dots) and select the Delete button

Give your confirmation in the popup and the scheme will be deleted