Do Not Implement Customer Points

YouTube Link: How to Disable Retail Customer Points Implementation in Sale Bill ?

How to Disable Retail Customer Points Implementation in Sale Bill ?

When the "Do Not Implement Customer Points" feature is enabled, no data related to points is recorded for the respective bill in the Customer Account . This can be adjusted at any time, providing flexibility in your billing preferences.

Configuring the Feature:

  • Navigate to the "Sales Voucher Configuration".

  • Select Relevant Billing Series.

  • Firstly, Disable the option to under it's functionality.

  • Locate the option "Do Not Implement Customer Points".

Let's Keep this feature Disable to observe its Impact.

Effect on Billing when Option is Disabled :

  • Create a "Sale Bill".

  • Choose Item and fill out Item details. i.e. {Rate, Quantity and Discounts}

  • Upon saving the bill, the software will prompt a window to select "Customer Point-Wise Discount" and "Points Redemption."

Here you can observe "Customer Point Wise Discount" has been Calculated.

Effect on Billing when Option is Enabled :

  1. Create a "Sale Bill".

  2. Choose Item and fill out Item details. i.e. {Rate, Quantity and Discounts}

  3. After enabling the feature, Software will stops the recording of customer points during billing, even if a customer is selected.

  4. No points can be redeemed, meaning no deductions will occur.

Here, you can see that the software has not calculated the points.

This report offers an overview of the total points earned, redeemed amounts on corresponding bills, and the balance of points.

  • Navigate to the Setup/Setup Accounts/Setup Customer Database and the click on "Customer Point Ledger Report" to view the Report.

You can also see in the Report that Points were not calculated for the customer.

Additional Feature:

To disable loyalty points for a single transaction, check the "Do Not Implement Loyalty Program" box when selecting the customer.

Select the option to Disable point Implementation for this Customer.

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