# Customer Point Config

**YouTube:** [How to Set Default Customer Point Configuration in Sale Bill?](https://www.youtube.com/watch?v=zA4Z4dd59-Y)

## 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.

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### **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"**

<figure><img src="/files/QL2bJPt51bUBx6cScfd2" alt=""><figcaption></figcaption></figure>

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

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### **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**

<div><figure><img src="/files/muw9o5agxOTLehtBDByh" alt=""><figcaption></figcaption></figure> <figure><img src="/files/ghXhl8qvcllgdlOi2i9R" alt=""><figcaption></figcaption></figure></div>

* Save the configuration once completed.

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### **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.

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### 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**.

<figure><img src="/files/SfYtKrdmITgvxoGxgmcT" alt=""><figcaption></figcaption></figure>

* 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).

<figure><img src="/files/0CI0ZMSKqUQ5aLNsEOGh" alt=""><figcaption></figcaption></figure>

* 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**

<figure><img src="/files/2nSNYNKMxHt7GyxKSbDH" alt=""><figcaption></figcaption></figure>

* Helps in tracking and managing **loyalty engagement** effectively.

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### C**onclusion**

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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