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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