> 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/exclude-points-earned-in-current-bill-for-redemption-calculation.md).

# Exclude Points Earned in Current Bill For Redemption Calculation

**YouTube:** [How to Exclude Loyalty Points Earned in the Current Sales Bill from Redemption?](https://youtu.be/YFvHfQsPmuQ)

## 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**

<div><figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FC3NfnIDXPHoSCmUbEIRu%2FLP.png?alt=media&amp;token=01ff36e4-0385-4bf8-aaea-ee3d17b95553" alt=""><figcaption></figcaption></figure> <figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FeYSUDSK3BahjueKrDJrB%2FVL.png?alt=media&amp;token=04a8e0b7-2130-4a19-a117-c713a8341379" alt=""><figcaption></figcaption></figure></div>

* Locate the option labeled as:

> **"Exclude Points Earned in Current Bill For Redemption Calculation"**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FybisfpsKjWOjbmGvSrFT%2FCNF.png?alt=media&amp;token=fd879181-d0c5-484d-959b-958b51024238" alt=""><figcaption></figcaption></figure>

* 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**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F4jrlrtxsvtKGx4ahnE3r%2F100%20Points.png?alt=media&amp;token=c7b92bd3-2a0d-4be9-8ee4-61039fc4cd47" alt=""><figcaption></figcaption></figure>

### Generate the Sales Bill

* Generate a Sales Bill for the customer.
* Assume the current bill earns **40 additional loyalty points**.
* Save the bill.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FrXH21zhj2X8grvouRCGZ%2F140%20Points.png?alt=media&amp;token=9ee05a47-7e82-440e-b8fe-bad4d610e970" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FO2Buxky5I28w5jCmfrgS%2FConfirm.png?alt=media&amp;token=bd7322de-136b-4278-80ae-5cb8590b6c66" alt=""><figcaption></figcaption></figure>

### 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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