Brand/Category wise membership packages
YouTube: Brand/Category Wise Membership Packages
🎁 Brand/Category-Wise Membership Packages in Logic ERP
Boost customer engagement by offering customized membership benefits 🎉 through brand or category-specific packages in Logic ERP! Let’s break it down step-by-step. 👇
🧩 Defining the Package Scheme
🎯 Select Discount Options
📍 Navigate to: Setups ➡️ Setup Accounts ➡️ Setup Customer Database ➡️ Setup Retail Customer + Company/Group Package Scheme option.
You can choose from:
CD Percent 🧮 – Discount applies to Category Discount
TD Percent 🧾 – Discount applies to Total Discount
🗓️ Set Validity Period
Decide how many days the package will remain valid – ensuring that the membership terms are clear and specified! ✅
📝 Define Package Details
✏️ Enter Package Item Name
🏢 Input Company Name associated with the package.
👤 Add Customer Details (Name & 📱 Mobile Number) to keep accurate records of membership engagement.
⚙️ Enable the Retail Customer + Company Group Package Scheme
🔧 Go to Logic Admin to enable the membership package application in sale bills.
Open User Group Wise Global Settings.
✅ Enable Retail Customer Plus Company Group Package Scheme.
🌀 Restart the Software to apply the new settings (Exit and restart the software).
🧾 Register a Customer for the Package Scheme
💼 Create a Sale Bill for the designated Package Item
🪟 Open the Sale Bill Window for processing.
👤 Select an existing customer or register a new one.
📦 Add the Package Item in the item section.
💾 Save changes to register the scheme in the system.
🔍 Verify the Package Scheme for the Customer
📍 Navigate to: Setups ➡️ Setup Accounts ➡️ Setup Customer Database ➡️ Setup Retail Customer Plus Company Group Wise Discount
🖱️ Go to the Entry Mode tab
👤 Select the Customer and 🏢 the Company for which the package has been defined.
🔄 Click Refresh
📅 You’ll now see the discount details + valid date range!
💡 Verify the Package Scheme in Sale Bill
Now, whenever the customer buys an item associated with the selected company within the valid date range…
✅ Discount is automatically applied!
🧾 Just follow these steps:
Go to the Sale Bill.
Select the Customer.
Enter Item Details of the package
🎉 Watch the discount automatically apply like magic!
🏁 Conclusion
With Logic ERP’s Brand/Category-wise Membership Package system, you can:
🎯 Target specific customer groups
💰 Offer smart, automated discounts
🔁 Boost repeat purchases
🤝 Build long-term customer loyalty
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