Customer Point Config

YouTube: How to Set Default Customer Point Configuration in Sale Bill?

How to Set Default Customer Point Configuration in Sale Bill?

This tutorial explains how to configure a default point system in Logic ERP so that customer points are automatically calculated and applied during billing.


Access Sales Voucher Configuration

  • Open the Sales Voucher Configuration window.

  • Select the relevant billing series.

  • Under "Other Settings - 1", click on "Other Settings".

  • Then navigate to "Defaults - 2".

  • Locate the option labeled as:

    "Customer Point Config"

  • This section displays all existing point configurations available in the system.


Create a New Point Configuration (if needed)

  • Go to Set Customer Points Configuration from the module dropdown.

  • A list of existing point configurations will be displayed.

  • Click Create New and define the configuration parameters:

    • Example:

      • ₹200 = 4 points

      • 1 point = ₹10 value

  • Save the configuration once completed.


Assign the Default Point Configuration

  • Return to the Sale Voucher Configuration.

  • From the Customer Point Config dropdown, select the newly created configuration.

  • Save the settings.


Implement the Default Point Application in Billing

  • Open the Sale Voucher window and start a new transaction.

  • Add items to create a bill worth ₹2,500.

  • Based on the configured rule (₹200 = 4 points), the system automatically:

    • Calculates 50 points earned for the current bill.

  • If the customer had 2 points previously, the total available becomes 52.

  • This value is displayed on-screen during billing.


Redeem Points

  • Enter the number of points the customer wishes to redeem (e.g., 20 points).

  • The system will calculate the discount value (e.g., 20 × ₹10 = ₹200).

  • Save the voucher to complete the transaction.


View Customer Point Ledger Report

  • Navigate to the Customer Points Ledger Report.

  • This report provides a complete history of:

    • Points Earned

    • Points Redeemed

    • Current Balance

  • Helps in tracking and managing loyalty engagement effectively.


Conclusion

Setting a default point configuration ensures:

  • Automatic point calculation during billing.

  • Efficient loyalty management.

  • A seamless experience for both customers and cashiers.

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