Minimum Points Earned for Redemption
YouTube: How to Set the Minimum Points Required to Redeem Loyalty Points?
How to Set the Minimum Points Required to Redeem Loyalty Points?
In this tutorial, we will learn how to configure the Minimum Points Earned for Redemption feature in Sales Bills. This setting allows you to define the minimum loyalty points a customer must accumulate before becoming eligible to redeem them during billing.
Objective of This Feature
Define the minimum loyalty points required for redemption
Control when customers become eligible to redeem points
Prevent redemption below the configured threshold
Automatically apply redeemed points as a discount
Improve loyalty point management during billing
Access to the Customer Points Configuration
Navigate to the Set Customer Points Configuration module.
Locate the option labeled as:
"Minimum Points Earned for Redemption"
Define the minimum points required for redemption.
In this example, set the minimum redemption requirement to 15 points.
Save the configuration.
Understand the Loyalty Point Setup
For this example, the loyalty point settings are already configured as follows:
Every ₹100 spent = 1 Loyalty Point
1 Loyalty Point = ₹10
Now, let's observe how the minimum redemption limit works during Sales Bill entry.
Generate Points Below the Minimum Limit
Open the Sales Bill module.
Create or select a Loyalty Customer.
Generate a Sales Bill with a value that earns 10 loyalty points.
Save the bill.
Now, create another Sales Bill and search for the same customer.
Observation
The customer has accumulated 10 loyalty points.
Since the configured minimum redemption requirement is 15 points, the customer is not yet eligible to redeem the loyalty points.
Result
When the bill is saved:
The redemption option is not displayed.
The system directly opens the Payment Mode window.
Accumulate the Required Points
Now, create another Sales Bill and search for the same loyalty customer.
The customer has now accumulated 16 loyalty points, which is above the configured minimum of 15 points.
Result
The customer is now eligible to redeem loyalty points during billing.
Upon saving the bill, the system displays a confirmation message showing:
Total Earned Points: 16
Redeemable Point Value
Redeem Loyalty Points
Click Yes on the confirmation message.
The Redemption Window will open.
Enter or select the required loyalty points for redemption.
Result
The redeemed loyalty points are automatically applied as a discount to the current Sales Bill.
Key Benefits
Controlled Redemption: Set a minimum threshold before customers can redeem points.
Better Loyalty Management: Prevents redemption of very small point balances.
Automatic Discount: Redeemed points are automatically adjusted against the Sales Bill.
Improved Customer Experience: Customers can easily redeem eligible points during billing.
Flexible Configuration: Define the minimum redemption requirement according to business needs.
Important Note
If the customer's accumulated points are below the configured minimum, the redemption option will not be available.
Once the customer's points reach or exceed the configured limit, the Redemption option becomes available automatically.
Final Outcome
After configuring Minimum Points Earned for Redemption, Logic ERP ensures that customers can redeem loyalty points only after reaching the defined minimum threshold. Once eligible, the system allows point redemption and automatically applies the redeemed value as a discount on the Sales Bill.
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