Implement Point System in Billing
YouTube: How to Enable the Loyalty Points System in Sales Bill?
How to Enable the Loyalty Points System in Sales Bill?
In this tutorial, we will learn how to enable or disable the "Implement Point System in Billing" option in Logic ERP and understand how it controls loyalty point calculation during Sales Bill transactions.
Objective of This Feature
Enable or disable loyalty point calculation in billing
Control whether customers earn loyalty points on purchases
Apply configured loyalty point settings during Sales Bill entry
Manage the loyalty program as per business requirements
Verify the customer's loyalty point balance
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
Observe the Disabled State
Locate and disable the option labeled as:
"Implement Point System in Billing"
Save the configuration changes.
Navigate to the Sales Bill module.
Create a new Loyalty Customer.
Generate and save a Sales Bill.
Verify Loyalty Points
Create a new Sales Bill.
Search for the same customer.
Result
As the Implement Point System in Billing option is disabled:
The loyalty point system is not applied.
The customer does not earn loyalty points from the Sales Bill.
No points are added to the customer's loyalty point balance.
Now, let's observe the behavior after enabling the feature.
Return to the Set Customer Points Configuration module.
Enable "Implement Point System in Billing"
Save the configuration changes.
Generate a New Sales Bill
Navigate back to the Sales Bill module.
Create a new loyalty customer.
Generate a Sales Bill for the customer.
Save the transaction.
Verify the Loyalty Points
Create another Sales Bill.
Search for the same customer.
Result
As the point system is now enabled:
Loyalty points are calculated according to the configured settings.
The earned points are automatically reflected in the customer's loyalty point balance.
Key Benefits
Flexible Control: Enable or disable loyalty point calculation whenever required.
Easy Management: Control the loyalty program directly from the configuration.
Accurate Calculation: Points are calculated according to the defined loyalty settings.
Better Program Control: Prevents points from being awarded when the system is disabled.
Simple Verification: Customer points can be reviewed directly during billing.
Important Note
The "Implement Point System in Billing" option must be enabled for customers to earn loyalty points through Sales Bill transactions. Disabling this option prevents loyalty points from being calculated, even when other loyalty point settings are configured.
Final Outcome
By enabling "Implement Point System in Billing", Logic ERP activates the loyalty point calculation during Sales Bill transactions. When the option is disabled, customers do not earn points; once enabled, points are automatically calculated and added to the customer's loyalty point balance according to the configured loyalty settings.
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