Brand/Category wise membership packages

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🎁 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. 👇

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🧩 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.

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⚙️ Enable the Retail Customer + Company Group Package Scheme

1. 🔧 Go to Logic Admin to enable the membership package application in sale bills.

2. Open User Group Wise Global Settings.

3. ✅ Enable Retail Customer Plus Company Group Package Scheme.

🌀 Restart the Software to apply the new settings (Exit and restart the software).

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🧾 Register a Customer for the Package Scheme

1. 💼 Create a Sale Bill for the designated Package Item

2. 🪟 Open the Sale Bill Window for processing.

3. 👤 Select an existing customer or register a new one.

4. 📦 Add the Package Item in the item section.

5. 💾 Save changes to register the scheme in the system.

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🔍 Verify the Package Scheme for the Customer

📍 Navigate to: Setups ➡️ Setup Accounts ➡️ Setup Customer Database ➡️ Setup Retail Customer Plus Company Group Wise Discount

1. 🖱️ Go to the Entry Mode tab

2. 👤 Select the Customer and 🏢 the Company for which the package has been defined.

3. 🔄 Click Refresh

4. 📅 You’ll now see the discount details + valid date range!

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💡 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:

1. Go to the Sale Bill.

2. Select the Customer.

3. Enter Item Details of the package

4. 🎉 Watch the discount automatically apply like magic!

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🏁 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