# Set Customer Points Configuration

YouTube: [Inbuilt Loyalty Point System](https://www.youtube.com/watch?v=Kmaef_22JG4)

## 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&#x20;

* 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).

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F75aEfLIcM3byyh0RRBrs%2FSet%20Customer%20Points%20Configuration%20-%20Setup.png?alt=media&#x26;token=10f94118-3ef0-4539-84cf-639e54e2c564" alt=""><figcaption></figcaption></figure>

#### Point Redemption Setup:&#x20;

* 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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FLJka8Z5Z1VTny11H4Jr1%2Fpoint%20Redemption.png?alt=media&#x26;token=0e5d6999-2c3d-4dae-864b-af5a6e48bfd0" alt=""><figcaption></figcaption></figure>

### **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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F8OeEYBDtj87boU44X9FN%2FPoints%20is%20Sale%20Bill.png?alt=media&#x26;token=2baa11b7-28fa-4ef0-93be-dbcf30b51050" alt=""><figcaption></figcaption></figure>

* Upon saving the sale bill, a **redemption prompt** will appear.
* Click **Yes** to redeem points or **No** to skip redemption.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FLkwdrbFJjobYVeqy1a5K%2FPrompt%20for%20redeem.png?alt=media&#x26;token=162a4a0d-6359-4792-a28e-8a13ca6facd6" alt=""><figcaption></figcaption></figure>

* 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**).

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FQITl3w9MkEiCvRaUOYI2%2FPoint%20redeemed.png?alt=media&#x26;token=86f1d7d3-b132-49f2-974d-d091ca582883" alt=""><figcaption></figcaption></figure>

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