> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/field-sales/scheme.md).

# Scheme

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

### Add Scheme <a href="#add-scheme" id="add-scheme"></a>

In **CRM**, Select **Field Sales** and click on **Setting**

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/p9ZO6eUXwApdig77FJnH/image.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/ezgWVKX4jUEz5ReEr2TC/image.png" alt=""><figcaption></figcaption></figure>

Add all the details and **save**

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/1FpQhczdxjEXlHaVXXmV/image.png" alt=""><figcaption></figcaption></figure>

A new **Scheme** will be added at the top

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/r1sGRhD7m8FsWiSOc6CB/image.png" alt=""><figcaption></figcaption></figure>

### View Scheme <a href="#view-scheme" id="view-scheme"></a>

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

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/2fo4uEomWmNqLAfiH3Gj/image.png" alt=""><figcaption></figcaption></figure>

You can view all the details of the added scheme

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/Novpdy9lampws5lylEoQ/image.png" alt=""><figcaption></figcaption></figure>

### Edit Scheme <a href="#edit-scheme" id="edit-scheme"></a>

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

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/aqlSCM0NkUcSxG8WwJsN/image.png" alt=""><figcaption></figcaption></figure>

Edit the scheme details and **Save**

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/CoLqd0uaXQdALvOCVEHT/image.png" alt=""><figcaption></figcaption></figure>

### Delete Scheme <a href="#delete-scheme" id="delete-scheme"></a>

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

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/uOGsRtQ4pbSnmiDyYAsg/image.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/7fwUPsrQKJuyU8F3Aw5J/image.png" alt=""><figcaption></figcaption></figure>

Last updated 10 months ago