Implement Customer Bonus in Billing

YouTube Link: How to Configure Customer Bonus Points in the Sale Bill ?

How to Configure Customer Bonus Points in the Sale Bill ?

Overview

This Tutorial provides insights on managing customer Bonus points, a key feature for rewarding loyal customers and enhancing business relationships through personalized incentives.

Step by Step Configuration

• Navigate to the "Sale Voucher Configuration".

• Select the Relevant "Billing Series".

• Enable "Implement Customer Bonus in Billing."

Keep this feature Enable to observe its Impact

• Save Changes: Make sure to save the modifications.

Implementing Customer Bonus Functionality

1. Navigate to the Main Menu/Setup/Setup Account/Setup Customer Database/Set Customer Points Configuration.

2. Access "Set Customer Points Configuration."

3. Configuration: 1 point per ₹100 spent, valued at ₹1 each.

Implement Bonus Point Slabs in {Points Redemption}

Configure slabs based on spending:

• ₹100 spent earns 5 bonus points.

• ₹200 spent earns 8 bonus points.

Define Bonus Points Slab Wise

Adding and Redeeming Points in Sale

• Create a Sales Bill and add the required items and then save the bill.

• A prompt will appear requesting confirmation to add points to the bill.

• Click "OK" to confirm the addition of bonus points.

• Redeem Points:

  • Click "Yes" for confirmation.

  • Specify points to redeem (e.g., 5 points).

  • The software calculates and displays the discount.

Here, you can specify the points required for redemption.

• Save the Bill: View applicable discounts, including points-based discounts.

Monitoring Customer Points

To track customer points, use the Customer Point Ledger Report.

Navigate to Setup/Setup Accounts/Setup Customer Database/Customer Point Ledger Report.

Here you can see Software has calculated Bonus Points

Conclusion

Enhance your ERP system by rewarding loyal clients and streamlining billing with customer bonuses.

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