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.