Setup Customer Sp. Occasion Discounts

YouTube: How to Set Up Retail Customer Birthday / Anniversary Discounts for Sale?

How to Set Up Retail Customer Birthday / Anniversary Discounts for Sale?

In this tutorial, we will learn how to configure customer special occasion discounts, such as Birthday and Anniversary discounts, in Logic ERP and apply them automatically during billing.

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Configure Special Occasion Discounts

Open Discount Configuration

• Navigate to the Setup Module

• Go to Setup Accounts

• Open Setup Customer Database

• Click on Setup Customer Special Occasion Discounts

Configure Birthday Discount

• Enable Allow Discount Only Once (optional)

  • This ensures the birthday discount is applied only once per customer

• Enable Birthday Discount

• Define:

  • Valid Days (number of days before/after the birthday)

  • Discount Percentage

  • Discount Field (select from the dropdown, e.g., TD or CD)

Configure Anniversary Discount

• Enable Anniversary Discount

• Define:

  • Valid Days

  • Discount Percentage

  • Discount Field

• Click Save to apply the configuration

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Apply Special Occasion Discount During Billing

Create Sales Bill

• Open the Sales Bill window

• Initiate a new transaction

• Select an existing customer or create a new customer

Define Customer Details

• Enter the Customer Name

• Enter the Mobile Number

• Define the Date of Birth (for birthday discount) (or Anniversary Date, if applicable)

Save the Voucher

• Proceed to save the sales bill

• While saving, the system automatically applies the special occasion discount

• You will see the 15% discount reflected in the CD column, confirming successful application

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Conclusion

Customer special occasion discounts in Logic ERP help you:

• Reward loyal customers

• Automate birthday and anniversary offers

• Improve customer retention

• Reduce manual discount handling