Implement Gift Voucher Based Scheme in Sale Bill

YouTube: How to Configure a Gift Voucher Based Scheme in Logic ERP?

How to Configure a Gift Voucher Based Scheme in Logic ERP?

In this Tutorial, we will learn how to configure a Gift Voucher–Based Scheme in Logic ERP. Before setting up the scheme campaign, we first need to configure the gift vouchers. Let’s get started.

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Access to Set Up Gift Vouchers

Step 1 - Configure Gift Voucher Master

• Navigate to the Setup\Setup Accounts\Setup Customer Database and then open "Setup Gift Vouchers."

• Enter the following details:

  • Voucher Prefix

  • Number Range (how many vouchers will be generated)

  • Voucher Amount

  • Account Mapping

  • Expiry Days

• Tick the option Mark as Issue.

• Save the settings.

Step 2 - Create Gift Voucher Template

• Open the Setup Gift Voucher Template window.

• Enter the Template Name, Voucher Prefix, Voucher Amount, Account Name, and Expiry Days.

• Save the template.

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Create the Gift Voucher–Based Scheme

• Navigate to the Configuration menu and open the Setup Scheme Campaign window.

• Enter the Scheme Campaign Name and define the active date range.

• Save the scheme.

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Configure Group Options

• Go to the Group Options tab.

• Select the Scheme Campaign.

• Enter the Group Name.

• In the Scheme Group Type column, press the Space key and select the applicable option (e.g., Company, Brand, Item Group).

• Save the changes.

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Assign Scheme Groups

• Open the Scheme Group tab.

• Select the Company or Brand on which the scheme will be applied.

• Save the selection.

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Configure Slab Details

• Open the Scheme Campaign Slab Details window.

• Select the Scheme Campaign.

• Enter 1 in the Minimum Quantity field and set the Scheme Basis to Quantity.

• In the Slab Value column, enter 1.

• In the Gift Voucher Template column, press the Space key and select the voucher template you created earlier.

• Enter 1 in the Gift Voucher Count column (meaning one voucher will be issued per eligible bill).

• Save the configuration.

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Implement Scheme in Sale Bill

• Open the Sale Bill Touch Screen window and start a new transaction.

• Enter the items belonging to the defined brand or group.

• Save the bill.

• The Available Schemes window will appear. Tick to apply the scheme.

• After saving, the system will automatically allocate one gift voucher to the customer.

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Redeeming the Gift Voucher

• When the same customer returns for the next purchase, start a new sale bill.

• During payment, enter the Gift Voucher Number printed on the previous bill.

• The voucher value (e.g., ₹100) will be automatically adjusted against the bill amount.

• The customer can pay the remaining balance through any payment mode.

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Conclusion

A gift voucher–based scheme helps encourage repeat purchases by rewarding customers with redeemable vouchers. Once configured in Logic ERP, the system automatically issues and applies gift vouchers during billing, ensuring seamless promotion management and accurate voucher redemption.