> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-learning-hub-tutorials-and-best-practices/setups/setup-accounts/setup-customer-database/setup-customer-sp.-occasion-discounts.md).

# Setup Customer Sp. Occasion Discounts

**YouTube:** [How to Set Up Retail Customer Birthday / Anniversary Discounts for Sale?](https://www.youtube.com/watch?v=nOJge7gc5-A)

## 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.

***

### 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

<figure><img src="/files/QioWeuQCQTGE3fBmrCWi" alt=""><figcaption></figcaption></figure>

* 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)

<figure><img src="/files/gmSae4L6Ir5Xu7Hd7HPz" alt=""><figcaption></figcaption></figure>

#### Configure Anniversary Discount

* Enable **Anniversary Discount**
* Define:
  * **Valid Days**
  * **Discount Percentage**
  * **Discount Field**

<figure><img src="/files/93qnvQhGaJF5mPQy4Bww" alt=""><figcaption></figcaption></figure>

* Click **Save** to apply the configuration

***

### 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)\
  \&#xNAN;*(or Anniversary Date, if applicable)*

<figure><img src="/files/kIDebEUfJ5rhv5JXrO9Z" alt=""><figcaption></figcaption></figure>

#### 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

<figure><img src="/files/udAq17RTQwOPdPfYhlUQ" alt=""><figcaption></figcaption></figure>

***

### 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


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