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.
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
Value per point = ₹10
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.
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.
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
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
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
