Do not Calculate Points in case of Sp Occasion Discounts
YouTube: How to Skip Loyalty Point Calculation for Birthday /Anniversary Discounts?
How to Skip Loyalty Point Calculation for Birthday /Anniversary Discounts?
In this tutorial, we will learn how to prevent loyalty points from being calculated on Sales Bills when a Special Occasion Discount is applied, using the "Do not Calculate Points in case of Sp Occasion Discounts" option in Logic ERP.
Objective of This Feature
Prevent loyalty points from being awarded on special occasion discounts
Exclude discounted transactions from loyalty point calculation
Manage birthday and anniversary-based loyalty rules
Ensure accurate and controlled reward distribution
Apply loyalty program policies consistently
Access to the Customer Points Configuration
Navigate to the Set Customer Points Configuration module.
Locate and enable the option labeled as:
"Do not Calculate Points in case of Sp Occasion Discounts"
This option determines whether loyalty points should be calculated when a Special Occasion Discount is applied.
Observe the Default Behavior
For this example, the feature is initially disabled.
The loyalty point settings are already configured as:
₹100 Purchase = 1 Loyalty Point
1 Loyalty Point = ₹10
Configure Special Occasion Discounts
Navigate to the Setup Customer Special Occasion Discounts module.
Here, you can define special occasion discounts such as:
Birthday
Anniversary
Configure the Discount
Define the required:
Validity Days
Discount Percentage
Discount Field
For this example, a 10% Cash Discount (CD) is configured as a Birthday Discount.
Create a Sales Bill with Special Occasion Discount
Navigate to the Sales Bill module.
Create a new Loyalty Customer.
Enter the customer's Date of Birth.
Proceed with the Sales Bill entry.
Observation
When you click Save, the software automatically applies a 10% CD as a Birthday Discount.
Save the Sales Bill.
Reopen the same bill and review the loyalty points.
Result – Feature Disabled
Since the "Do not Calculate Points in case of Sp Occasion Discounts" option is disabled, the customer still earns loyalty points despite receiving the special occasion discount.
Enable the Special Occasion Discount Validation
Return to the Set Customer Points Configuration module.
Enable the option "Do not Calculate Points in case of Sp Occasion Discounts".
Save the configuration changes.
Generate Another Sales Bill
Create a new Loyalty Customer.
Enter the customer's Date of Birth.
Generate a new Sales Bill.
Observation
A 10% CD is automatically applied as a Birthday Discount.
Save the Sales Bill.
Reopen the bill and check the loyalty points.
Result – Feature Enabled
Since the feature is now enabled, the software does not calculate or award loyalty points for the transaction where the Special Occasion Discount has been applied.
Key Benefits
Controlled Loyalty Rewards: Prevents points from being awarded on special occasion discounts.
Accurate Calculation: Ensures loyalty points follow configured business rules.
Flexible Discount Management: Supports birthday and anniversary-based discounts.
Prevents Double Benefits: Avoids giving both a special discount and loyalty points on the same transaction.
Easy Configuration: A single setting controls the loyalty point behavior.
Important Note
When "Do not Calculate Points in case of Sp Occasion Discounts" is enabled, loyalty points will not be calculated for transactions where a configured Special Occasion Discount is applied.
Final Outcome
By enabling "Do not Calculate Points in case of Sp Occasion Discounts", Logic ERP prevents loyalty points from being awarded on Sales Bills where a Special Occasion Discount, such as a Birthday or Anniversary Discount, has been applied. This helps businesses maintain better control over loyalty rewards and discount-based promotions.
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