Minimum Points Balance after Redeem
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How to Configure the Minimum Loyalty Points Balance After Redemption?
In this tutorial, we will learn how to configure the Minimum Points Balance After Redeem option in Logic ERP to ensure that a specified number of loyalty points always remain in the customer's account after redemption.
Objective of This Feature
Maintain a minimum loyalty point balance after redemption
Prevent customers from redeeming all available points
Automatically calculate the maximum redeemable points
Ensure consistent loyalty program rules
Control loyalty point usage during Sales Bill transactions
Access to the Customer Points Configuration
Navigate to the Set Customer Points Configuration module.
Locate the option labeled as:
"Minimum Points Balance After Redeem"
Define the minimum points that must remain after redemption.
For this Example:
Minimum Points Balance After Redeem: 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 100 available loyalty points.
Proceed with the Sales Bill entry.
Attempt to redeem all 100 loyalty points.
Observe the Redemption Calculation
Click Save.
A confirmation message appears showing the customer's available loyalty points and their corresponding redemption value.
Click Yes to proceed.
Result
The Point Redemption window opens, and the Points to Redeem field is automatically populated with 90 points.
This is because the system maintains the configured minimum balance of 10 points:
100 Available Points − 10 Minimum Balance = 90 Maximum Redeemable Points
Observe the Redemption Restriction
Manually enter 100 points in the Points to Redeem field.
Try to save the transaction.
Result
The software restricts the transaction and displays an error message indicating that the entered points are invalid and the maximum allowed points are 90.
This prevents the customer from reducing their loyalty point balance below the configured minimum.
Redeem Points Within the Allowed Limit
Change the Points to Redeem value to 90.
Save the transaction again.
Result
The software successfully processes the redemption while maintaining the required 10 loyalty points in the customer's account.
Key Benefits
Minimum Balance Control: Ensures a specified number of points remain after redemption.
Automatic Calculation: Automatically determines the maximum redeemable points.
Controlled Redemption: Prevents customers from redeeming beyond the allowed limit.
Accurate Loyalty Management: Helps maintain consistent loyalty program policies.
Automatic Validation: The system validates the redemption amount before saving.
Important Note
The Minimum Points Balance After Redeem setting ensures that the customer always retains the configured minimum number of loyalty points after redemption.
Final Outcome
By configuring Minimum Points Balance After Redeem, Logic ERP automatically limits the customer's redemption based on their available points and the required minimum balance. In this example, a customer with 100 points can redeem a maximum of 90 points, ensuring that 10 points remain in the account after redemption.
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