Points Redeem Field
YouTube: How to Configure the Loyalty Points Redemption Discount Field in Sale Bill?
How to Configure the Loyalty Points Redemption Discount Field in Sale Bill?
In this tutorial, we will learn how to configure the Points Redeem Field in Logic ERP to define where the redeemed loyalty point value should be adjusted in a Sales Bill. The feature provides three options: SP Discount, Adjust Per Item, and Scheme Per Item.
Objective of This Feature
Configure how redeemed loyalty points are adjusted in Sales Bills
Apply redeemed value as an overall discount
Distribute redeemed value across individual items
Apply redeemed value through scheme-based adjustment
Provide flexibility in loyalty point redemption
Access to the Customer Points Configuration
Navigate to the Set Customer Points Configuration module.
Locate the option labeled as:
"Points Redeem Field"
The dropdown provides three options:
SP Discount
Adjust Per Item
Scheme Per Item
By default, the option is set to SP Discount.
Understand the Default Behavior – SP Discount
Loyalty Point Setup
For this example:
₹100 Purchase = 1 Loyalty Point
1 Loyalty Point = ₹10
Now, let's observe how the default SP Discount option works.
Sales Bill Entry
Navigate to the Sales Bill module.
Create a Sales Bill for a loyalty customer who has redeemable points.
Select the customer.
The selected customer has 40 available loyalty points.
Redeem the required loyalty points while generating the Sales Bill.
Proceed to save the bill.
Result
In the View Totals window, the redeemed loyalty point value is automatically adjusted in the SP Discount field.
Configure Adjust Per Item
Return to the Set Customer Points Configuration module.
Set Points Redeem Field to Adjust Per Item.
Save the configuration.
Sales Bill Entry
Create another Sales Bill for a loyalty customer.
Redeem the required loyalty points.
Observation
The redeemed value is now distributed across the respective line items.
Result
The redeemed amount is reflected in the Adjust Rupees Per Item column.
In the View Totals window, the total redeemed amount is displayed under Adjust Rupees Per Item.
Configure Scheme Per Item
Return to the Set Customer Points Configuration module.
Select Scheme Per Item as the Points Redeem Field.
Save the configuration.
Sales Bill Entry
Create another Sales Bill.
Redeem the required loyalty points.
Observation
The redeemed point value is distributed across the respective line items.
Result
The redeemed amount is reflected in the Scheme Rupees column.
In the View Totals window, the total redeemed value is displayed under the Scheme Rupees field.
Points Redeem Field – Quick Comparison
SP Discount
Redeemed value is adjusted as an overall discount
Adjust Per Item
Redeemed value is distributed across items as Adjust Rupees Per Item
Scheme Per Item
Redeemed value is distributed across items as Scheme Rupees
Key Benefits
Flexible Redemption: Choose how loyalty points affect the Sales Bill.
Item-Level Adjustment: Distribute redemption value across individual items when required.
Simplified Discounting: Apply the entire redeemed value through SP Discount.
Better Scheme Management: Use Scheme Per Item for scheme-based adjustments.
Accurate Billing: Ensures the redeemed loyalty value is reflected correctly in the bill.
Final Outcome
By configuring the Points Redeem Field, Logic ERP allows you to control how redeemed loyalty points are adjusted during Sales Bill creation. You can apply the redemption as an overall SP Discount, distribute it per item, or apply it through Scheme Per Item, according to your business requirements.
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