Inbuilt Loyalty System for Points Accrual and Redemption with customizable configuration
YouTube: Inbuilt Loyalty Point System
🎁 Utilizing the Loyalty Points System in Logic ERP
🛒 Logic ERP Loyalty & Redemption System Guide
In this tutorial, we’ll walk you through Logic ERP’s inbuilt loyalty system, which allows businesses to reward customers with 🎉 points and 💳 redemption options. It’s fully customizable and perfect for retail operations! 🛍️
🔐 Access Loyalty Points Setup
First expand the options by clicking on Setup 🛠️
Go to Setup Accounts 🧾
Open Setup Customer Database 👤
Lastly select Configuring Loyalty Points and Redemption option. 🎯
🧮 Defining Setup for Point Earning
🪙 Define the Conversion Rate ➡️ Set how many rupees will be equivalent to 1 loyalty point. (e.g., ₹100 = 1 point)
📉 Set Minimum Redemption Criteria ➡️ Specify the minimum number of points required for redemption.
For example, in this case, a customer must have at least 50 points before they can redeem them.
💸 Defining Setup for Point Redemption
💰 Assign Value to Each Point ➡️ Set how much 1 point is worth (e.g., ₹1 = 1 point)
💾 Save Configuration ➡️ Don’t forget to save the settings to activate the loyalty system! 🔒
🧾 Applying Loyalty Points in a Sale Bill
🛍️ Processing the First Sale
Add items to the bill 🛒
Enter customer’s 📱 contact number & 👤 name
Is it a New customer? Their info gets saved automatically 🆕
Complete the sale and save the bill 💾
🔁 Redeeming Points in a Future Sale
Create a new sale bill 🧾 same customer.
Enter the customer’s name or contact number 📱to automatically fetch their details. ➡️ Their loyalty points will auto-load!
When saving, a message prompt will appear asking: "Do you want to redeem points?"
Click Yes ✅ to proceed.
In the redemption window: ➡️ Enter the number of points to use 🎯 ➡️ The bill amount will decrease automatically 💸
🧮 Example: If the customer redeems 70 points = ₹70 off the bill! 🤑
🌟 Benefits of Using Loyalty Points
✅ Boost customer engagement 🔁 Encourage repeat shopping 🤝 Build long-term brand loyalty 🎯 Reward your best customers!
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