# 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FAMbw5fJBIAoR3Sg7Mwpf%2FCustomer%20Point%20Config.png?alt=media&#x26;token=2b37b6b7-8e61-4c80-b4ae-f6ab83ce2aed" 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FVg2Tm80Yh2dIL31XEwlB%2FDefault%20Points.png?alt=media&#x26;token=70d124ca-2fa5-4874-9853-3fbc80e5ab31" alt=""><figcaption></figcaption></figure> <figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FWlcxzCkvwETnYhXZLI79%2FPoints%20Value.png?alt=media&#x26;token=449ae959-bd64-4912-bc7f-96b9c28589bc" 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FJ2Cx5P5qMmOOrBz0GViY%2FEarned%20Points.png?alt=media&#x26;token=71807d3a-6c17-44e7-b5f5-4cb40b848dae" alt=""><figcaption></figcaption></figure>

* This value is displayed on-screen during billing.

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FEw52vqIIHq0tBMCBAa8B%2FPoint%20Reedupmtion.png?alt=media&#x26;token=50e15016-9a8a-4f92-abb6-3d499a1d4b54" alt=""><figcaption></figcaption></figure>

* Save the voucher to complete the transaction.

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F89OKVB4xUopQLM3Q0ITu%2FReport.png?alt=media&#x26;token=fdc3a61d-4019-4676-af42-3f5b0299da98" 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.
