Setup Customer Discount Cards & Allocating Discount Cards

YouTube: How to Set Up Customer Loyalty Discount Cards?

How to Set Up Customer Loyalty Discount Cards?

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.

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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

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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

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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

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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

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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

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Final Verification

• Review the discounted bill amount

• Ensure the discount is correctly applied before completing the transaction

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Conclusion

This completes the Customer Discount Card setup in Logic ERP, enabling loyalty-based discounts and automated slab-wise discount application during sales billing.