# Setup Customer Discount Cards & Allocating Discount Cards

**YouTube:** [How to Set Up Customer Loyalty Discount Cards?](https://www.youtube.com/watch?v=dSgau-9QBno)

## 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.

***

### 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**

<figure><img src="/files/gxuEDHef5wen8EfkYQMh" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="/files/MbD2zqQjkhhWS4jHczNm" alt=""><figcaption></figcaption></figure>

* Define the **Slab Value** (minimum bill amount)
* Choose the appropriate **Discount Option** (e.g., percentage or flat)

<figure><img src="/files/UqDtX0IRkyqzzlWh2xkt" alt=""><figcaption></figcaption></figure>

* 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

<figure><img src="/files/Ftoury8Ui3C8RtJ0Ahqp" alt=""><figcaption></figcaption></figure>

* 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**

<figure><img src="/files/b9GJohcBO2mFYzsAr07D" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/yv3pJRp7TBui0JANoT84" alt=""><figcaption></figcaption></figure>

***Result:***

* The **Loyalty / Discount Card–Wise Discount** is displayed
* Select the discount
* The **7% discount** is automatically applied to the bill

<figure><img src="/files/sijHZBJh7w6Ho2uBeyg0" alt=""><figcaption></figcaption></figure>

***

### Final Verification

* Review the discounted bill amount
* Ensure the discount is correctly applied before completing the transaction

<figure><img src="/files/4NulHo4vr4HNAJifzIPN" alt=""><figcaption></figcaption></figure>

***

### Conclusion

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


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