Scheme Comparison
Shows, item by item, the schemes you received from suppliers (in purchases) next to the schemes you gave to customers (in sales) for a period. Use it to see whether the schemes you pass on are covered by what you receive, and which items you are giving more on than you get.
A scheme here means two things entered on the bill lines:
- Free – free quantity (e.g. the +1 of a 10+1 scheme).
- Sch Val – scheme value, the amount deducted as scheme on the line.
Only items that carry a scheme on at least one side in the period are listed.
Generate the report
Set the filters, then click Generate. Abort stops a long run and Print opens the print dialog.
Filters
| Filter | Use |
|---|---|
| Date | The period (from and to). Untick to cover all dates. |
| Mfr (+ Div) | Limit to one manufacturer. Div ticked: only the exact manufacturer or division picked. Unticked: pick a Group to include all its divisions. See Divisions and Groups. |
| Item Type, Item Cate | Limit by item type or category. |
| Item | A single item. Click L to load the item list first. |
| Item Name | Items whose name starts with the text typed. Use * as a wildcard, e.g. *para finds every name containing para. |
What the report shows
Items are grouped under their manufacturer. Each manufacturer ends with its own total, and the report ends with a Grand Total.
| Column | Meaning |
|---|---|
| MRP, Sale Rate, Purc Rate | Taken from the item's latest purchase entry (opening stock if it was never purchased). They do not depend on the date range, so you always see the current rates. |
| Purc Qty / Free / Sch Val / Total Scheme | Quantity bought, free quantity received, scheme value received, and the total scheme received. |
| Sale Qty / Free / Sch Val / Total Scheme | The same four for sales. |
| Net Free | Free received − free given. |
| Net Scheme | Total scheme received − total scheme given. |
- Total Scheme = free quantity × rate + scheme value. It turns free goods into an amount, so free quantity and scheme value can be compared on one footing.
- A negative Net Free or Net Scheme means you gave more than you received on that item.
- Purchase Returns are taken off Purchases and Sale Returns off Sales. Opening stock is not counted as a scheme received.
Manufacturer and Grand totals are shown for the value columns only (Sch Val, Total Scheme, Net Scheme). Quantities of different items and packings do not add up to anything meaningful, so they are not totalled.
Double-click an item to open its Item Status.
Printing
The report prints on A4 landscape. If you change column widths on screen, keep the total width within the page — the print dialog's fit factor turns red when the report is wider than the paper (see Print Dialog).