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.
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.
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
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.
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.
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.
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
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.
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.
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.
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.
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.
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