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Enter Customer Points Opening Balance

YouTube: How to Enter Retail Customer Loyalty Points Opening Balance Manually or via Excel?

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.

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.

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.

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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