# Enter Customer Points Opening Balance
**YouTube:** [How to Enter Retail Customer Loyalty Points Opening Balance Manually or via Excel?](https://www.youtube.com/watch?v=1KgCv9eewhE)
## How to Enter Retail Customer Loyalty Points Opening Balance Manually or via Excel?
In this tutorial, we will guide you through the process of **entering customer points opening balance** in **Logic ERP** and demonstrate how these points can be redeemed during billing.
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### Enter Customer Points Opening Balance
* Navigate to the **Enter Customer Points Opening Balance** module.
* Select the **customer** for whom you want to define the opening balance.
* Click **Refresh** to load the selected customer details.
***
### Enter Opening Balance Details
* Enter the **Opening Balance Date** and the corresponding **Customer Points Opening Balance**.
* To apply the same value across the entire column:
* Press the **F2 key**
* Select the required date or value
* The selected value will be applied to all rows in a single action.
* After entering the details, click **Save**.
This completes the **manual entry** of customer points opening balance.
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### Verify Points in Billing Module
* Open the **Billing module**.
* Select the same customer whose opening point balance was entered.
As you can observe, the **opening balance of 10 loyalty points** is correctly reflected for the customer.
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### Redeem Customer Points During Billing
* Proceed with billing for the selected customer.
* Upon saving the bill, the **Available Discounts** window appears showing the applicable **points-based discount**.
* Select the discount and click **OK**.
* A confirmation window displays:
* Total points earned
* Points value as per configuration
* Click **Yes** to redeem points on the current bill.
* Enter the number of points to redeem and click **OK**.
* Save the bill to complete the transaction.
***
### Import Customer Points Opening Balance from Excel
* Return to the **Enter Customer Points Opening Balance** module.
* Select **Retrieve from Excel**.
* Click on the **Excel icon** to browse and select the prepared Excel file.
* Click **Refresh** to load the data.
* As observed, the imported customer points opening balance details are accurately reflected.
* Click **Save** to complete the import.
This allows you to update opening balances for **multiple customers simultaneously**, saving time and reducing manual effort.
***
### Verify Imported Points in Billing
* Open the **Billing module**.
* Select a customer whose points were imported from Excel.
You will see that the **opening point balance is correctly reflected**, confirming a successful import.
***
### Customer Point Ledger Report
Finally, open the **Customer Point Ledger Report**.\
This report provides a **detailed view of customer loyalty points**, including:
* Opening balance
* Points earned
* Points redeemed
* Closing balance
***
### Summary
* Customer points opening balance can be entered **manually or via Excel import**
* Points are automatically reflected in billing
* Customers can redeem points during sales transactions
* Customer Point Ledger Report enables complete tracking and transparency
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