Credit Note Redemption Using OTP in Sale Bill

YouTube: How to Configure Credit Note Redemption Using OTP in Sale Bill?

How to Configure Credit Note Redemption Using OTP in Sale Bill?

In this tutorial, we will learn how to configure and use OTP verification for credit note redemption in Logic ERP. This feature helps ensure secure and authorized adjustment of credit notes during billing.

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Configure the OTP Message Template

• From the Main Menu, go to the Setup module.

• Under Configurations, open Setup OTP Message Templates.

• Select Template Type as Retail Sale.

• Define the following:

  • Template Name

  • Template Short Name

• Enter the SMS URL as provided by your SMS service provider.

• In the Message column, press the Space key and compose the OTP message that will be sent to the customer.

• In the Implement On column, press the Space key and select Credit Note.

• Save the configuration to activate the OTP template.

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Generate a Credit Note Through Sales Return

• Open the Sales Bill window and complete a normal sale transaction.

• Later, if the customer wants to exchange or return an item and the required item is not available in stock:

  • Open the Sales Return window from the Billing Menu.

  • Create a Sales Return entry against the original bill.

• A Credit Note is generated for the returned amount.

This credit note is handed over to the customer and can be redeemed during a future visit.

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Redeem the Credit Note with OTP Verification

• When the customer revisits the store, initiate a new sales bill.

• After billing the items, press F3.

• Click on the Link SR option to link the sales return.

• Before proceeding:

  • Click on the Configuration button.

  • Select the appropriate OTP template from the dropdown.

  • Enable the option Send OTP to SR Customer.

• Enter the Credit Note Number.

• Select the relevant Credit Note (CN).

• Click on Send OTP.

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OTP Validation and Settlement

• An OTP is sent to the customer’s registered mobile number.

• The operator must enter the OTP on the screen.

• Only after successful OTP verification, the credit note amount is adjusted against the bill.

In this example:

• ₹1,200 is adjusted using the credit note

• The remaining balance of ₹99 is paid by the customer

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Summary

• OTP-based verification ensures secure credit note redemption

• Prevents unauthorized use of credit notes

• Seamlessly integrates with Sales Return and Billing

• Enhances customer trust and transaction security