> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-accounts/setup-customer-database/set-customer-points-configuration/enrollment-and-bonus-points.md).

# Enrollment and Bonus Points

**YouTube:** [How to Configure Enrollment and Profile Completion Bonus Loyalty Points?](https://www.youtube.com/watch?v=e9uXRGEAcUs\&t=14s)

## How to Configure Enrollment and Profile Completion Bonus Loyalty Points?

In this tutorial, we will learn how to configure **Enrollment Points** and **Bonus Points** for loyalty customers in Logic ERP and understand how additional points are automatically awarded based on customer enrollment and required information.

***

### Objective of This Feature

* Automatically award points when a customer enrolls
* Provide bonus points for completing required customer information
* Encourage customers to provide additional details
* Increase customer engagement with the loyalty program
* Allow customers to redeem enrollment and bonus points

***

### Access to the Customer Points Configuration

* Navigate to the **Set Customer Points Configuration** module.

**Existing Loyalty Settings**

* **₹100 Purchase = 1 Loyalty Point**
* **1 Loyalty Point = ₹10**

<div><figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fvqox4044bIxmYuSxAmX3%2FLP.png?alt=media&amp;token=4816f17e-b8b6-48fe-8c37-46e3a9db3d83" alt=""><figcaption></figcaption></figure> <figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FcRvUiREU13JPT6iRqnnl%2FVL.png?alt=media&amp;token=279fc124-810c-4fda-887d-483e2831152e" alt=""><figcaption></figcaption></figure></div>

***

### Define Enrollment Points

* Locate the **Enrollment Points** and **Bonus Points** options.
* Enter **5** in the **Enrollment Points** field.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F3WplxU1OunDO5rpRFEzZ%2FCNF.png?alt=media&amp;token=251d2504-6f2b-48a3-bbbd-be393c3c457d" alt=""><figcaption></figcaption></figure>

**Functionality**

This means that whenever a new customer is enrolled in the loyalty program, the system will automatically award **5 enrollment points**.

***

### Define Bonus Points

* Locate the **Required Field for Bonus Points** section.
* Select **Mobile** as the required field.
* Enter **3** in the **Bonus Points** field.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FGmdY9fjXOlXOziQJGwNa%2FBonus.png?alt=media&amp;token=01bb6509-8da2-44bd-a580-c6649560e7bf" alt=""><figcaption></figcaption></figure>

* Click **Add**.
* The selected field and its corresponding bonus points will be displayed in the configuration list.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FUvCuTDSolkjgKwk01NXD%2Fadd.png?alt=media&amp;token=21dd0e64-dbee-4f53-bda0-e900d819cb46" alt=""><figcaption></figcaption></figure>

**Functionality**

The system will award **3 additional bonus points** when the customer provides their mobile number.

**Save the Configuration**

* Review the Enrollment Points and Bonus Points settings.
* Save the configuration changes.
* Navigate to the **Sales Bill** module.

***

### Enroll a New Loyalty Customer

* Create a new customer.
* Enroll the customer in the loyalty program.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fy4ENV7enCmjJy73J2g9U%2F5.png?alt=media&amp;token=d3c53111-edfc-4413-b5a5-c37ab3f171ef" alt=""><figcaption></figcaption></figure>

**Observation**

* As soon as the customer is enrolled, the system automatically awards:
  * **5 Enrollment Points**

These points are reflected in the customer's loyalty points section.

***

### Add Customer Information

* Enter the customer's **Mobile Number**.
* Save the customer details.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FARkVDHQDMllYu0myIY6j%2F8.png?alt=media&amp;token=f7f5233a-0ff5-44cc-b07a-9db8c90b867a" alt=""><figcaption></figcaption></figure>

**Result**

Since the configured required field has been provided, the system automatically awards:

* **5 Enrollment Points**
* **3 Bonus Points**
* **Total: 8 Loyalty Points**

***

### Redeem Loyalty Points

* Generate a Sales Bill for the same loyalty customer.
* Proceed with loyalty point redemption.
* Redeem the available points.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FOLkis5qXc6E24d7woX90%2FConfirm.png?alt=media&amp;token=760fe475-b93f-4036-b616-0b8945cb4c30" alt=""><figcaption></figcaption></figure>

**Result**

The customer's **8 loyalty points** are successfully redeemed, and the Sales Bill is saved successfully.

***

### Key Benefits

* **Instant Enrollment Rewards:** Customers receive points immediately upon enrollment.
* **Encourages Profile Completion:** Bonus points motivate customers to provide required information.
* **Flexible Configuration:** Define different bonus points for specific customer fields.
* **Improves Customer Engagement:** Encourages customers to complete their profiles.
* **Easy Redemption:** Earned enrollment and bonus points can be redeemed during billing.

***

### Important Note

Enrollment points are awarded when the customer joins the loyalty program, while bonus points are awarded when the configured **Required Field for Bonus Points** is provided.

***

### Final Outcome

By configuring **Enrollment Points** and **Bonus Points**, Logic ERP can automatically reward customers for joining the loyalty program and providing required information. In this example, the customer received **5 enrollment points** and an additional **3 bonus points** for providing their mobile number, resulting in **8 total loyalty points** available for redemption.


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