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! 🛍️

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🔐 Access Loyalty Points Setup

1. First expand the options by clicking on Setup 🛠️

2. Go to Setup Accounts 🧾

3. Open Setup Customer Database 👤

4. Lastly select Configuring Loyalty Points and Redemption option. 🎯

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🧮 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.

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💸 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! 🔒

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🧾 Applying Loyalty Points in a Sale Bill

🛍️ Processing the First Sale

1. Add items to the bill 🛒

2. Enter customer’s 📱 contact number & 👤 name

3. Is it a New customer? Their info gets saved automatically 🆕

4. Complete the sale and save the bill 💾

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🔁 Redeeming Points in a Future Sale

1. Create a new sale bill 🧾 same customer.

2. Enter the customer’s name or contact number 📱to automatically fetch their details. ➡️ Their loyalty points will auto-load!

3. When saving, a message prompt will appear asking: "Do you want to redeem points?"

   • Click Yes ✅ to proceed.

4. 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! 🤑

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🌟 Benefits of Using Loyalty Points

✅ Boost customer engagement 🔁 Encourage repeat shopping 🤝 Build long-term brand loyalty 🎯 Reward your best customers!