Setup Feedback Templates

YouTube: How to Configure Instant Customer Feedback at POS?

How to Configure Instant Customer Feedback at POS?

This tutorial explains how to collect customer feedback through an SMS link using the AapTak eBill feature in Logic ERP, configure feedback templates, and review submitted responses.

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Create a Customer Feedback Template

First, configure a feedback template that will be sent to customers after billing.

Navigation Path

• Go to Main Menu

• Open the Setup Module

• Navigate to Setup Customer Database

• Click Setup Feedback Templates

This will open the Feedback Template configuration window.

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Configure Feedback Template Details

Now define the basic details of the feedback form.

Select Feedback Type

• Choose “Send with AapTak eBill”

Enter Template Information

• Define the Template Name

• Select Template Type

  • Rating

  • Survey

Define Template Content

• Enter the Feedback Header Message

• Enter the Feedback Footer Message

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Enable Multi-Language Display

Logic ERP allows feedback forms to be displayed in multiple languages.

Enable the option:

• Display Secondary Language

This ensures the feedback form can appear in another language for customer convenience.

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Add Feedback Questions

Now define the questions that customers will answer.

Steps

• In the Questions column, press the Space Key

• Enter the Feedback Questions

In the Values column:

• Press the Space Key

• Review and select from the default rating values

These predefined values help customers quickly select their response.

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Select Template Design

To improve the visual experience for customers:

Choose Design Template

• Select Animated Template

• This provides a more engaging feedback interface for customers.

• Click Save to store the template.

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Link the Feedback Template with AapTak eBill

Next, connect the feedback template to the billing process.

Navigation Path

• Open the Billing Module

• Go to AapTak App Module

• Click AapTak App Configuration

• Click on AapTak eBill

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Activate Template for a Bill Series

Now configure which bill series will send feedback requests.

Steps

• Select the Bill Series

• Press the Space Key in the template field

• Choose the Feedback Template

Select Send Mode

Choose when the feedback link should be sent:

• New Bill

• Modify Bill

• Click Save to apply the settings.

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Send Feedback Link After Billing

• Now let’s see how the feedback is sent to customers.

• Open the Sale Bill Window

• Create a new sales transaction

After saving the Invoice:

• An SMS containing a feedback link will be automatically sent to the customer’s registered mobile number.

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Customer Submits Feedback

When the customer clicks the SMS link:

• The feedback form opens in their browser

• The customer selects the appropriate rating or survey options.

• Then clicks Submit

Once submitted:

• The feedback is automatically recorded in the system.

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View Customer Feedback Report

To review the responses submitted by customers:

Navigation Path

• Go to Setup Module

• Open Setup Customer Database

• Click Customer Feedback Report

• Create Report.

The Customer Feedback Report displays:

• Customer details

• Submitted feedback responses

• Ratings or survey results

• Date and time of submission

This helps businesses monitor customer satisfaction and improve service quality.

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Conclusion

Using the SMS-based feedback system in Logic ERP, businesses can:

• Collect customer feedback instantly after billing

• Improve customer engagement

• Analyze service quality and satisfaction

• Maintain structured feedback records

This feature helps organizations continuously improve customer experience.