OTP based Points and Coupon Redemption

YouTube: OTP based Customer Loyalty Points Redemption

🔐 Redeeming Loyalty Points After OTP Validation in Logic ERP

Secure your loyalty point redemptions with OTP verification! Let’s walk through the steps to ensure your customers can redeem points safely and easily. 🙌

---

⚙️ Configuring OTP Setup for Enhanced Security

🔒 A strong OTP (One-Time Password) setup ensures secure transactions and data protection. Here's how to set it up:

🛠️ Steps to Enable OTP:

1. 📤 Input SMS Details

   • 🔗 Enter SMS URL – The endpoint where OTP messages will be sent via your SMS gateway.

   • ✍️ Compose the OTP Message –Draft the mandatory content for the OTP message that will be transmitted to users. Ensure the message clearly communicates the OTP and any additional instructions needed.

2. ✅ Activate OTP

   • ☑️ Enable OTP Option – Checkmark the designated box to activate OTP, ensuring that the OTP system is integrated into your security protocol.

3. 👥 Setup Customer Points Configuration

   • Go to the Setup Customer Points Configuration window to manage how OTP applies to customer point usage. This interface will allow you to manage and personalize how OTP and related features are applied to customer accounts.

---

🛍️ Redeeming Points at Billing

Once you're in the billing window:

• 🧾 Process items in the sale bill, as usual.

• 🔍 Search and select the retail customer.

• 💳 The customer's total loyalty points will appear.

• 🧮 Set Point Value & Minimum Redemption Threshold (e.g., 1 point = ₹1, minimum 50 points).

✔️ Save all changes before moving to the redemption step.

---

🔄 OTP Validation for Point Redemption

🎯 Redeeming Customer Points – Step-by-Step:

1. 🔢 Enter Redemption Points

   • Input how many points the customer wants to redeem.

   • Input this amount carefully into the specified field to ensure accuracy.

2. 📲 Initiate OTP Process

   • Click "Send OTP" button – An OTP will be sent to the customer’s registered mobile number for security purposes.

3. 🔑 Complete OTP Verification

   • Direct the customer to check their mobile 📱device for the received OTP.

   • Enter the received OTP into the system.

   • ✅ Confirm to complete verification, as an added security measure before proceeding.

---

✅ Apply Redeemed Points

• A prompt will appear: "Do you want to redeem the points?" – Click "Yes" 👍 to proceed.

• A window will appear showing:

  • 🎁 Points Earned

  • 🔄 Points Available for Redemption

• Once validated, the points will be automatically applied to the bill 💸

---

🎉 Conclusion

Using OTP validation in Logic ERP:

• 🔐 Keeps redemptions secure

• 📈 Boosts customer trust

• 🤝 Encourages repeat business

• 💯 Enhances customer loyalty experience

We hope this tutorial helps you securely redeem points, enhancing customer satisfaction and loyalty.

Happy selling, and keep those points protected! 🙌✨