Allow Points to become Negative
YouTube: How to Allow Negative Loyalty Point Balances for Retail Customers?
How to Allow Negative Loyalty Point Balances for Retail Customers?
In this tutorial, we will learn how to allow a customer's loyalty point balance to become negative during Sales Return transactions using the "Allow Points to become -ve" option in Logic ERP. This feature allows sales returns to be processed even when the return causes the customer's loyalty points to fall below zero.
Objective of This Feature
Allow Sales Returns when loyalty points become negative
Prevent Sales Return restrictions based on loyalty point balance
Track negative loyalty point balances accurately
Automatically adjust future earned points against the negative balance
Maintain an accurate Customer Point Ledger
Access to the Customer Points Configuration
Navigate to the Set Customer Points Configuration module.
Locate the option labeled as:
"Allow Points to become -ve"
When enabled, the system allows the customer's loyalty point balance to become negative during Sales Return transactions.
Understand the Default Behavior
Loyalty Point Configuration
For this example:
₹100 Purchase = 1 Loyalty Point
1 Loyalty Point = ₹10
First, let's observe the behavior when "Allow Points to become -ve" is disabled.
Generate Sales Bills
Create a new Sale Bill and add a new Loyalty Customer.
Save the Sale Bill.
Search for the same customer again.
You will see that 40 loyalty points have been earned and added to the customer’s account.
Create another Sales Bill for the same customer.
Observation
Based on the previous purchase, the customer has earned 40 loyalty points.
Redeem all 40 loyalty points in the second Sales Bill.
Save the transaction.
The customer's available loyalty point balance is now zero.
Generate a Sales Return
Create a Sales Return for the product purchased by the same customer.
Click on Enter Return.
Select the item to be returned.
Save the Sales Return.
Result When the Feature is Disabled
The software restricts the transaction and displays an error message indicating that the customer's loyalty points would become negative.
Therefore:
The Sales Return cannot be saved.
The negative loyalty point balance is not generated.
Review the Customer Point Ledger
Open the Customer Point Ledger Report.
The report shows:
40 points earned from the first bill.
40 points redeemed in the second bill.
Current balance: 0 points
The unsuccessful Sales Return is not reflected in the ledger.
Enable Negative Loyalty Points
Return to the Set Customer Points Configuration module.
Enable "Allow Points to become -ve".
Save the configuration.
Reattempt the Sales Return
Return to the Sales Bill module.
Recreate the Sales Return for the same customer.
Select the required item.
Save the transaction.
Result
The system now allows the Sales Return to be saved even though the customer's loyalty point balance becomes negative.
Verify the Loyalty Point Ledger
Open the Customer Point Ledger Report again.
The Sales Return transaction is now reflected in the report, and the customer's loyalty point balance becomes -40.
How Future Points Are Adjusted
When the customer earns loyalty points from future purchases:
The newly earned points are first adjusted against the negative balance.
The customer does not start accumulating a positive balance until the negative balance has been completely cleared.
Once the negative balance reaches zero, the customer starts earning loyalty points normally again.
Key Benefits
Flexible Returns: Allows Sales Returns even when loyalty points become negative.
Accurate Tracking: Negative balances are properly recorded in the Customer Point Ledger.
Automatic Adjustment: Future loyalty points are automatically adjusted against the negative balance.
Smooth Transactions: Prevents unnecessary Sales Return restrictions.
Better Loyalty Management: Maintains a clear and accurate loyalty point balance.
Final Outcome
By enabling "Allow Points to become -ve", Logic ERP allows Sales Return transactions to be processed even when they result in a negative loyalty point balance. The negative balance is recorded in the Customer Point Ledger and is automatically adjusted against loyalty points earned from future purchases.
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