In this tutorial, we will learn how to create and apply customer discount cards in Logic ERP, including slab configuration, card issuance, customer allocation, and discount application during billing.
Creating Discount Slab Types
To begin, define the discount slab type.
Navigate to Setup Module
Under Setup Accounts Open Setup Customer Database
Click on Setup Discount Slab Types
Define Slab Type
Enter the Slab Name
Enter the Short Name
Click Save
Configuring Discount Slabs
Next, define the discount values for the slab.
From the Setup Customer Database, open Setup Discount Slab.
Select the required Slab Name from the dropdown
Define the Slab Value (minimum bill amount)
Choose the appropriate Discount Option (e.g., percentage or flat)
Click Save
Creating Customer Discount Cards
Now, create discount cards based on the defined slab.
From the Main Menu, open Setup Customer Discount Cards
Define Discount Card Details
Enter the Card Prefix
Specify the Number of Discount Cards to be issued
Define the Issue Date
Define the Expiry Date
Select the Discount Slab created earlier
Click Save
Reviewing and Allocating Discount Cards
Go to Edit Entry
Select the required Discount Card
Click Refresh
Allocate the selected Discount Card to Customers
Click Save to complete the allocation
Applying Discount Card During Sales Billing
Now, let’s see how the discount card works during billing.
Scenario 1: Bill Value Below Slab Limit
Open the Sales Bill window
Initiate a New Transaction
Enter items with a bill value less than the defined slab amount
Select the customer who has been allocated the discount card
Save the bill
Result:
No discount appears under available discounts, as the slab condition is not met.
Scenario 2: Bill Value Meets or Exceeds Slab Limit
Increase the bill amount to match or exceed the slab value
Save the voucher again
At this point, a prompt showing all available schemes will appear on the screen.
Result:
The Loyalty / Discount Card–Wise Discount is displayed
Select the discount
The 7% discount is automatically applied to the bill
Final Verification
Review the discounted bill amount
Ensure the discount is correctly applied before completing the transaction
Conclusion
This completes the Customer Discount Card setup in Logic ERP, enabling loyalty-based discounts and automated slab-wise discount application during sales billing.
