Calculate Points Earned for Last ____ Days
YouTube: How to Configure Loyalty Points Earned Based on the Last n Days?
How to Configure Loyalty Points Earned Based on the Last n Days?
In this tutorial, we will learn how to configure the "Calculate Points Earned for Last ____ Days" option in Logic ERP and understand how different calculation methods affect the customer's eligible loyalty point balance.
Objective of This Feature
Calculate loyalty points based on a defined number of days
Restrict eligible points to a specific time period
Calculate points based on earned and redeemed values
Calculate points using total points earned
Calculate balance based on the last redemption
Provide greater control over loyalty point redemption
Access to the Customer Points Configuration
Navigate to the Set Customer Points Configuration module.
Existing Loyalty Settings
For this example:
₹100 Purchase = 1 Loyalty Point.
1 Loyalty Point = ₹10.
Select Points Earned Minus Redeemed
Locate the option labeled as:
"Calculate Points Earned for Last ____ Days"
Define the number of days as 10.
Once the number of days is defined, the Points Earned of Last Number of Days As option becomes available with three parameters.
Point Earned - Redeemed
Total Point Earned
Balance since Last redeem within n of Days.
Option 1: Points Earned - Redeemed
This option calculates the eligible points by considering:
Points earned within the last 10 days.
Less points redeemed within the same period.
Save the configuration changes.
Review Customer Point Ledger
Open the Customer Point Ledger Report.
Review the customer's existing loyalty point transactions.
Example
Assume the current date is 19 August 2026.
Since the system is configured to consider the last 10 days, transactions falling outside this period are excluded from the calculation.
For example:
1st August 2026 → Outside the 10-day period → Not considered
Transactions within the defined 10-day period → Considered
Within the eligible period:
Points Earned: 80
Points Redeemed: 20
Eligible Balance: 60 Points
Calculation
80 Earned − 20 Redeemed = 60 Eligible Points
Verify Eligible Points in Sales Bill
Navigate to the Sales Bill module.
Select the existing loyalty customer.
Result
The customer's eligible point balance is displayed as 60 Points, matching the calculation from the Customer Point Ledger.
Select Total Points Earned
Return to the Set Customer Points Configuration module.
Select Total Points Earned under Points Earned for Last Number of Days As.
Keep the period as 10 days.
Save the configuration.
Functionality
This option considers only the total points earned within the last 10 days.
Points earned outside the defined period are not considered.
Verify Total Points Earned
Review the Customer Point Ledger Report again.
Within the configured 10-day period:
Total Points Earned: 70
Points from transactions outside the period are excluded.
Result
The customer's eligible point balance is now 70 Points.
When the same customer is selected in the Sales Bill module, the eligible balance is also displayed as 70 Points.
Select Balance Since Last Redeem Within Number of Days
Return to the Set Customer Points Configuration module.
Select: Balance Since Last Redeem Within Number of Days.
Keep the period as 10 days and save the configuration.
Functionality
This option calculates the eligible balance by:
Considering points earned within the defined period
Deducting the points redeemed in the customer's last redemption
Verify the Eligible Balance
Open the Customer Point Ledger Report.
Transactions outside the 10-day period are excluded.
Eligible transactions within the 10-day period are considered.
Total Points Earned: 70
Last Redeemed Points: 20
Calculation
70 Earned − 20 Last Redeemed = 50 Eligible Points
Verify in Sales Bill
Navigate to the Sales Bill module.
Select the same loyalty customer.
Result
The customer's eligible point balance is correctly displayed as 100 points.
Key Benefits
Time-Based Eligibility: Limits loyalty point calculation to a defined period.
Flexible Calculation Methods: Provides three different ways to determine eligible points.
Controlled Redemption: Prevents customers from using points outside the configured period.
Accurate Point Tracking: Uses the Customer Point Ledger for transparent calculations.
Better Loyalty Management: Helps businesses define customized redemption eligibility.
Important Note
The selected calculation method determines how the customer's eligible loyalty points are calculated within the configured number of days. Transactions outside the defined period are excluded from the calculation.
Final Outcome
By configuring "Calculate Points Earned for Last ____ Days", Logic ERP allows businesses to control the loyalty points that customers can use based on a defined time period. Depending on the selected parameter, the system can calculate eligible points as Points Earned Minus Redeemed, Total Points Earned, or Balance Since Last Redeem Within Number of Days.
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