# Allocate Customers to Points Configuration

**YouTube:** [How to Link Retail Customers with Loyalty Points Configuration?](https://www.youtube.com/watch?v=Lpk0i2Xknt4)

## How to Link Retail Customers with Loyalty Points Configuration?

In this tutorial, we will demonstrate **how to allocate customers to a point configuration in Logic ERP** and understand how customer-wise points are earned and redeemed during billing.

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### Review Existing Point Configurations

* Open the **Set Customer Points Configuration** module.
* Here, you can view the **point configurations that have already been created**.

In this example, we have a **Festive Occasion Point Configuration**, where:

* **₹100 spent = 1 point**

<figure><img src="/files/a3Fq1cNYAOqFq5HhbTnF" alt=""><figcaption></figcaption></figure>

* **Value per point = ₹10**

<figure><img src="/files/D6bUmOBfMS8KGc1AyP2r" alt=""><figcaption></figcaption></figure>

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### Allocate Point Configuration to Customer

* Open the **Allocate Customers to Points Configuration** module.
* On the left side, you will see the list of **available point configurations**.
* On the right-hand side panel, you can view the **customers already allocated** to the selected configuration.

**Allocate a New Customer**

* Select the required **point configuration**.
* Click on **Allocate**.
* Choose the **customer** and click **OK**.

<figure><img src="/files/Xigi22ATuZm9DNvosKoT" alt=""><figcaption></figcaption></figure>

* The customer is now **successfully allocated** to the selected point configuration.

***

### Apply Customer Points During Billing

* Open the **Sales/Billing module**.
* Enter the **same customer's name**.
* Proceed with item transaction and save the bill.
* Upon saving, the **Available Discount window** will appear, displaying the **applicable customer point-wise discounts**.

<figure><img src="/files/aWL3LMgLnWS6GbVn5iqo" alt=""><figcaption></figcaption></figure>

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### Redeem Customer Points

* Select the **customer point-wise discount** and click **OK**.
* A confirmation window appears showing:
  * Total points earned
  * Value of earned points

Click **Yes** to proceed.

**Example Calculation**

* Bill Amount: **₹1,500**
* Point Rule: **₹100 = 1 point**
* Points Earned: **15 points**
* Value per Point: **₹10**
* Total Point Value: **₹150**

<figure><img src="/files/Gjrk8x2cbs819eXleycq" alt=""><figcaption></figcaption></figure>

* This confirmation verifies that the points have been calculated as per the **customer’s allocated point configuration**.
* Enter the **number of points the customer wishes to redeem** in the bill.
* Save the voucher.

***

### View Customer Point Ledger Report

* Open the **Customer Point Ledger Report**.
* Select the customer.

**This report displays:**

* Total points earned
* Points redeemed
* Available point balance

<figure><img src="/files/v6lInPSJHARyKq2VOKX2" alt=""><figcaption></figcaption></figure>

***

### Conclusion

Using customer point configurations in Logic ERP allows you to:

* Define flexible reward rules
* Allocate point schemes to selected customers
* Automatically apply and redeem points during billing
* Track point history through detailed reports


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