Set Customer Points Configuration
Last updated
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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.
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).
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.
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.
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.
