Maximum Points Redeemable
YouTube: How to Configure the Maximum Loyalty Points Redeemable per Sales Bill?
How to Configure the Maximum Loyalty Points Redeemable per Sales Bill?
In this tutorial, we will learn how to configure the Maximum Points Redeemable option in Logic ERP to limit the maximum number of loyalty points a customer can redeem in a single Sales Bill transaction.
Objective of This Feature
Define a maximum redemption limit for loyalty points
Control the number of points redeemed in a single transaction
Prevent customers from exceeding the configured redemption limit
Ensure controlled and consistent loyalty point usage
Automatically validate the redemption limit during billing
Access to the Customer Points Configuration
Navigate to the Set Customer Points Configuration module.
Locate the option labeled as:
"Maximum Points Redeemable"
Define the maximum number of loyalty points that can be redeemed in a single Sales Bill.
For this example:
Maximum Points Redeemable: 10 Points
₹100 Purchase = 1 Loyalty Point
1 Loyalty Point = ₹10
Save the configuration changes.
Create a Sales Bill
Navigate to the Sales Bill module.
Create a new Sales Bill for a loyalty customer.
Select the customer with available loyalty points.
Observation
The selected customer has 86 redeemable loyalty points.
Proceed with the Sales Bill entry.
Attempt to redeem 40 loyalty points.
Observe the Redemption Restriction
When you try to save the transaction, the software restricts the redemption and displays an error message indicating that:
"Points to Redeem cannot be greater than Maximum Points Redeemable 10."
This ensures that the customer cannot redeem more than the configured maximum limit in a single transaction.
Redeem Points Within the Allowed Limit
Change the redeemed points from 40 to 10.
Save the Sales Bill again.
Result
Since 10 points are within the configured maximum redemption limit, the software allows the transaction to proceed and saves the Sales Bill successfully.
Key Benefits
Controlled Redemption: Limits the number of points redeemed per transaction.
Better Loyalty Management: Prevents excessive point redemption.
Automatic Validation: The system checks the redemption limit during billing.
Flexible Configuration: Businesses can define their preferred maximum redemption limit.
Error Prevention: Prevents users from exceeding the configured loyalty policy.
Important Note
The Maximum Points Redeemable limit applies to a single Sales Bill transaction. Even if the customer has more loyalty points available, the system will restrict redemption beyond the configured maximum limit.
Final Outcome
By configuring Maximum Points Redeemable, Logic ERP allows you to control how many loyalty points a customer can redeem in a single Sales Bill. If the entered points exceed the configured limit, the system restricts the transaction; otherwise, the redemption is processed successfully.
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