> 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/implement-loyalty-program-when.md).

# Implement Loyalty Program When

**YouTube:** [How to Configure Customer Enrollment Thresholds for the Loyalty Program?](https://www.youtube.com/watch?v=73BvQd2UX88)

## How to Configure Customer Enrollment Thresholds for the Loyalty Program?

In this tutorial, we will learn how to configure the **Implement Loyalty Program When** setting in Logic ERP to define when a customer becomes eligible to earn loyalty points. This feature provides two eligibility criteria: **First Bill Value** and **Total Purchase**.

***

### Objective of This Feature

* Define customer eligibility for the loyalty program
* Award loyalty points based on the first bill value
* Award loyalty points after reaching a cumulative purchase threshold
* Prevent loyalty points from being awarded before eligibility criteria are met
* Automatically calculate loyalty points according to the configured loyalty settings

***

### Access to the Customer Points Configuration

* Navigate to the **Set Customer Points Configuration** module.
* Locate the option labeled as:&#x20;

> **"Implement Loyalty Program When"**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FNFKxoXb3zaFrgS1Uu8eW%2FCNF.png?alt=media&amp;token=ccd6aaae-9f4b-4322-a2fb-5b3e57e10d3c" alt=""><figcaption></figcaption></figure>

**Available Parameters**

This option provides two eligibility criteria:

* **First Bill Value**
* **Total Purchase**

Let's understand both options one by one.

***

### Configure First Bill Value

* Select **First Bill Value**.
* Enable the option.
* Define the eligibility amount as **₹2,000**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FZ88Iwh48CoDCANFoPeqm%2FFBV.png?alt=media&amp;token=aeaeaba1-8487-49b5-bef4-d32b1a4c4ff4" alt=""><figcaption></figcaption></figure>

* Save the configuration.

This means loyalty points will be awarded only when the customer's **first bill value is ₹2,000 or more**.

For this example:

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

### Implement First Bill Value Eligibility

#### **Scenario 1: First Bill Below ₹2,000**

* Create a new customer.
* Generate a Sales Bill of **₹1,200**.
* Save the bill.
* Create a new Sales Bill and search for the same customer.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FFtJQQc2AJDQuSunQybS5%2Ftotal%20Sale.png?alt=media&amp;token=2f94643b-5088-4fa2-b640-bdc64a0b3578" alt=""><figcaption></figcaption></figure>

**Observation**

Since the customer's first bill value was **below ₹2,000**, the customer does not meet the configured eligibility criteria.

**Result**

* No loyalty points are awarded.
* The customer is not yet eligible for the loyalty program.

#### **Scenario 2: First Bill Above ₹2,000**

* Create another new customer.
* Generate a Sales Bill of **₹4,000**.
* Save the bill.
* Create another Sales Bill and search for the same customer.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F6bW7CqCGJAEnWhmdb2iI%2FFirst%20Bill%20-%2040.png?alt=media&amp;token=7d09b4cf-f8d4-4edf-b58a-51c57acb3a73" alt=""><figcaption></figcaption></figure>

**Observation**

The customer's first bill value is **₹4,000**, which meets the minimum eligibility criteria of ₹2,000.

**Result**

The customer earns **40 loyalty points** according to the configured loyalty settings.

The customer can now redeem the earned loyalty points to avail a discount.

***

### Configure Total Purchase

Now, let's understand the second eligibility parameter.

* Return to the **Set Customer Points Configuration** module.
* Select **Total Purchase**.
* Define the eligibility amount as **₹5,000**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fu4PaxQQKSu2Bxaha1A5x%2FTotal%20Purchase.png?alt=media&amp;token=6ea3feb7-4c01-4bf3-ae0f-1e271508222f" alt=""><figcaption></figcaption></figure>

* Save the configuration.

This means the customer becomes eligible for loyalty points only after their **cumulative purchase value reaches ₹5,000 or more**.

### Implement Total Purchase Eligibility

#### Scenario 1: Purchase Below the Threshold

* Create a new customer.
* Generate a Sales Bill of **₹4,000**.
* Save the bill.
* Create another Sales Bill for the same customer.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FseV0PYPB1GuqOitZBIzk%2F4000.png?alt=media&amp;token=6a7c10bc-ba8f-446e-8780-adddc7654918" alt=""><figcaption></figcaption></figure>

**Observation**

* The customer's cumulative purchase value is still below the configured threshold of **₹5,000**.
* No loyalty points are awarded because the customer has not yet reached the required purchase value.

#### Scenario 2: Purchase Reaches the Threshold

* Generate another Sales Bill for the same customer for **₹2,000**.
* Save the bill.
* Create one more Sales Bill for the same customer.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FGCnmhotHRudPUiQAlPAQ%2FLAst.png?alt=media&amp;token=e302de64-a068-4745-8ce6-918c4a048aef" alt=""><figcaption></figcaption></figure>

**Observation**

* The customer's cumulative purchase value has now reached **₹6,000**, exceeding the configured threshold of ₹5,000.
* The customer becomes eligible for the loyalty program and earns loyalty points based on the bill that fulfills the eligibility criteria, according to the configured loyalty point settings.
* The customer can now redeem the earned loyalty points to avail a discount.

***

### Key Benefits

* **Flexible Eligibility:** Choose between First Bill Value and Total Purchase.
* **Controlled Loyalty Rewards:** Award points only after customers meet defined criteria.
* **Better Customer Engagement:** Encourage customers to reach a specific purchase value.
* **Automated Calculation:** Loyalty points are calculated automatically based on configured settings.
* **Easy Redemption:** Eligible customers can redeem their points for discounts.

***

### Important Note

The selected eligibility criteria determine **when the customer becomes eligible to earn loyalty points**. Until the configured threshold is fulfilled, the system will not award loyalty points.

***

### Final Outcome

By configuring **Implement Loyalty Program When**, Logic ERP allows you to control customer eligibility for the loyalty program based on either their **First Bill Value** or **Total Purchase**. Once the defined criteria are fulfilled, the customer becomes eligible to earn and redeem loyalty points according to the configured loyalty settings.


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