# Setup OTP Message Templates

**YouTube:** [How to Set Up OTP Message Templates?](https://www.youtube.com/watch?v=Ndotx2bVMjk\&t=186s)

## How to Set Up OTP Message Templates?

In this tutorial, we’ll walk you through the step-by-step process of setting up OTP (One-Time Password) message templates for secure customer authentication. You’ll learn how to configure default and retail sale OTP templates, ensure smooth customer verification, and enhance the overall security of your transactions.

Whether you’re managing retail operations or handling online customer authentication, this guide will help you quickly create and manage OTP templates with ease.

***

### **Accessing OTP Message Templates**

* Navigate to the **Setup** and click to **Configuration**
* Select **Setup OTP Message Templates**.
* Here, you can create templates under two types:
  * **Default Template** – A general-purpose OTP message, used as a fallback option.
  * **Retail Sale Template** – Specifically designed for retail transactions such as bills, discounts, and coupons.

<figure><img src="/files/BhqbUpZthnPw4rDWPCdN" alt=""><figcaption></figcaption></figure>

***

### **Creating an OTP Template for Retail Sales**

* Enter a **template name** and a **short name**.
* Configure the **SMS URL** and draft the OTP message.
* In the **Implement column**, specify the module where the OTP template should apply.

<figure><img src="/files/RDMAEb3AaUVRROdl1rej" alt=""><figcaption></figcaption></figure>

Earlier, OTP templates were set via the sale voucher configuration. Now, with this enhanced feature, they can be configured directly within the OTP message template window.

***

### **Applying OTP Templates Across Modules**

### **Option 1. Retail Customer + Company GroupWise Discounts**

* **Navigate to:** Setup\Setup Accounts\Setup Customer Database\Setup Retail Customer + Company / Group Wise Discounts
* Select a customer and define the discount details (level, time period, CD/TD values).

<figure><img src="/files/AAMZcIvLIEpBnhEm11BA" alt=""><figcaption></figcaption></figure>

* During billing:
  * Enter customer details and select the applicable scheme.
  * Once the discount is applied, the system sends an OTP to the customer’s registered mobile number.
  * Only after OTP verification can the bill be saved.

<figure><img src="/files/V6oOaqzdGDSbgjfgi3kE" alt=""><figcaption></figcaption></figure>

***

### **Option 2. Special Occasion Discounts (Birthday/Anniversary)**

* **Navigate to:** Setup\Setup Accounts\Setup Customer Database\Setup Customer Sp. Occassion Discounts
* Define birthday or anniversary discounts (valid days, percentage, discount fields).

<figure><img src="/files/F979HEBSB4iVIqliYCzg" alt=""><figcaption></figcaption></figure>

* During billing:
  * If customer birthday/anniversary is recorded, the discount auto-applies.
  * On saving, the system sends an OTP for confirmation.
  * The bill saves only after correct OTP entry.

<figure><img src="/files/ORJyUT7VNFsEogUoqn7J" alt=""><figcaption></figcaption></figure>

***

### **Option 3. Loyalty/Discount Cards**

* Navigate to: Setup\Setup Accounts\Setup Customer Database.
* Setup involves:
  * **Discount Slab Types** (with short names).
  * **Discount Slabs** (values/percentages).
  * **Customer Discount Cards** (card prefix, number, validity, and discount % or slab).
* Allocate cards to customers.

<figure><img src="/files/KhmDBoslluoWUj0WwAge" alt=""><figcaption></figcaption></figure>

* During billing:
  * The linked discount card is displayed.
  * Once applied, an OTP is sent and must be verified before saving.

<figure><img src="/files/hwEMsdmMQ52NNPmHKRnb" alt=""><figcaption></figcaption></figure>

***

### **Option 4. Discount Coupons**

* **Navigate to:** Setup\Setup Accounts\Setup Customer Database\Setup Discount Coupons
* Define coupon prefix, coupon number, discount %, and validity period.

<figure><img src="/files/2IqSPQDXl2LJWL0JMIPQ" alt=""><figcaption></figcaption></figure>

* During billing:
  * Enter coupon number and apply discount.
  * On saving, OTP verification is required to finalize the bill.

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

***

### **Option 5. Credit Notes**

* During billing:
  * Enter customer details and adjust the bill amount with a credit note.

<figure><img src="/files/mRG4kGOUlNk5FaltPXMl" alt=""><figcaption></figcaption></figure>

* Upon saving, the system sends an OTP.
* The Credit Note will only be adjusted after successful OTP verification.

<figure><img src="/files/yVZbu0UQW7xcioJvkiGE" alt=""><figcaption></figcaption></figure>

***

### **Option 6. Employee + Company GroupWise Discounts**

* Navigate to: **Sale Voucher Configuration**.
* Enable **Implement Employee Discount Scheme.**

<figure><img src="/files/gXIIOyshumU0XP7Yflsx" alt=""><figcaption></figcaption></figure>

* Choose Calculation Mode "**Adjust/Unit Field"** and mark the option labeled as "**Use as percentage %"**.

<figure><img src="/files/4nTeSBRERc8NKzamhkdo" alt=""><figcaption></figcaption></figure>

* **Navigate to:** Setup\Configurations\Setup Employees for POS Discounts/Schemes

<figure><img src="/files/fXl2CWSfYYdZzJCzMzg8" alt=""><figcaption></figcaption></figure>

* After this navigate to Setup\Configurations\Setup Discount/Schemes for POS Employees

<figure><img src="/files/Nkn5m6GWXYCJFeiKXm5z" alt=""><figcaption></figcaption></figure>

* During billing:
  * Apply the scheme discount.

<figure><img src="/files/6duwHoAtmhizAo4I1Rea" alt=""><figcaption></figcaption></figure>

* On saving, OTP authentication ensures secure validation.

<figure><img src="/files/tIaVWVoQCkL1g0aL2bjF" alt=""><figcaption></figcaption></figure>

***

### Conclusion

By setting up OTP templates and applying them across various modules, you ensure:

* **Enhanced security** through customer authentication.
* **Seamless billing operations** with automatic OTP verification.
* **Controlled and validated discount applications**, reducing misuse.

This feature provides a reliable and secure way to safeguard transactions in Logic ERP.


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