Set Customer Points Configuration

YouTube: Inbuilt Loyalty Point System

Inbuilt Loyalty Point System

 This tutorial provides a step-by-step guide to setting up and utilizing the inbuilt Loyalty System in Logic ERP for earning and redeeming points with customizable configurations.

Configuring the Loyalty System

Point Earning Setup

• Navigate to the Setup and expand Setup Accounts

• Select Setup Customer Database and then click on Set Customer Points Configuration.

• Define the conversion rate for loyalty points (e.g., how many rupees equal one point).

• Set the minimum number of points required for redemption (e.g., 5 points).

Point Redemption Setup:

• Specify the value of each loyalty point.

• Click on "Amount for Value Calculation" and set the calculation for the point value amount accordingly.

• Make sure to define the Points Redeem field properly.

• Also, define the maximum points in the Max Points Redeemable field.

• Save the configured settings.

Earning Loyalty Points

• Create a new sale bill and enter the items.

• Enter the customer's contact number and name (for new customers).

• Save the sale bill, and the system will automatically allocate loyalty points based on the bill.

Redeeming Loyalty Points

• When making a new Sale for the same customer, enter their contact number or name to retrieve details.

• The total loyalty points earned by the customer will be displayed.

• Upon saving the sale bill, a redemption prompt will appear.

• Click Yes to redeem points or No to skip redemption.

• If Yes is selected, enter the number of points the customer wants to redeem.

• As soon as you click YES, the "Implement Customer Points" window will appear, where you can define how many points the customer wants to redeem. (e.g., redeeming 2 points reduces the bill by ₹20).

By following these steps, businesses can efficiently reward customer loyalty, encourage repeat purchases, and enhance customer satisfaction.