Exclude Points Earned in Current Bill For Redemption Calculation
YouTube: How to Exclude Loyalty Points Earned in the Current Sales Bill from Redemption?
How to Exclude Loyalty Points Earned in the Current Sales Bill from Redemption?
In this tutorial, we will learn how to use the "Exclude Points Earned in Current Bill for Redemption Calculation" option in Logic ERP. This feature allows you to control whether loyalty points earned from the current Sales Bill should be included when calculating the points available for redemption.
Objective of This Feature
Exclude current bill points from redemption calculation
Prevent newly earned points from being redeemed immediately
Control loyalty point redemption eligibility
Maintain accurate existing point balances
Provide flexibility in loyalty program management
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
Locate the option labeled as:
"Exclude Points Earned in Current Bill For Redemption Calculation"
Keep "Exclude Points Earned in Current Bill for Redemption Calculation" disabled.
Save the configuration changes.
Observe the Disabled State
Navigate to the Sales Bill module.
Select an existing loyalty customer with available points.
Existing Balance
The selected customer has: 100 Loyalty Points
Generate the Sales Bill
Generate a Sales Bill for the customer.
Assume the current bill earns 40 additional loyalty points.
Save the bill.
Observation
Upon saving, the system displays a confirmation message showing:
Existing Points: 100
Current Bill Points: 40
Total Points: 140
Result
Since the feature is disabled, the system includes the points earned from the current bill in the redemption calculation.
100 Existing Points + 40 Current Bill Points = 140 Redeemable Points
Now, let's observe the behavior after enabling the feature.
Return to the Set Customer Points Configuration module.
Enable "Exclude Points Earned in Current Bill for Redemption Calculation".
Save the configuration changes.
Generate Another Sales Bill
Navigate to the Sales Bill module.
Select the same loyalty customer.
Generate another Sales Bill.
Save the transaction.
Observe the Updated Calculation
The confirmation message now considers only the customer's existing loyalty point balance.
Existing Points: 100
Current Bill Points: Excluded
Points Available for Redemption: 100
The points earned from the current bill are not included in the redemption calculation.
Key Benefits
Controlled Redemption: Prevents newly earned points from being redeemed immediately.
Flexible Loyalty Management: Businesses can decide when newly earned points become redeemable.
Accurate Balance Calculation: Keeps current bill earnings separate from existing redeemable points.
Better Reward Control: Helps maintain defined loyalty program rules.
Easy Configuration: The behavior can be enabled or disabled directly from Customer Points Configuration.
Important Note
When the option is disabled, points earned from the current bill are included in the redemption calculation. When the option is enabled, only the customer's existing eligible points are considered for redemption.
Final Outcome
The "Exclude Points Earned in Current Bill for Redemption Calculation" option provides control over whether newly earned loyalty points can be redeemed in the same transaction. When enabled, the system considers only the customer's existing eligible points, ensuring that points earned from the current bill remain excluded from immediate redemption.
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