Implement Loyalty Program When
YouTube: How to Configure Customer Enrollment Thresholds for the Loyalty Program?
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:
"Implement Loyalty Program When"
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.
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.
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.
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.
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.
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.
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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